The news: OpenAI’s GPT-5 could be the start of ChatGPT becoming a transaction-driven super app that monetizes user intent, not attention. GPT-5’s router—which analyzes queries and decides how hard to “think” based on complexity—lets OpenAI invest more resources during high-intent moments like “compare hiking boots under $200” or “best smart TVs for co-op gaming.” Prioritizing queries with high commercial value could help OpenAI monetize users not through ads but via affiliate or take-rate revenues, per SemiAnalysis. Partnerships with Shopify and others suggest that monetization stack is already on the way. Our take: A full-service ChatGPT that’s intuitive enough to guide full shopping journeys inside a chatbot while keeping backend costs minimal could rewrite the AI platform’s business model. Brands should be working to optimize for AI-native commerce and integrate with agentic tools.
Data privacy and security are the top concerns of 73% of C-level executives worldwide regarding AI implementation, according to an April BearingPoint survey.
For advertisers, the increasing fragmentation within the search landscape can be quite frustrating and challenging. “But for consumers it feels like ease and convenience," said our analyst Sarah Marzano on a recent episode of "Behind the Numbers." "We're able to conduct product searches wherever we're spending time and go on a journey that's tailored to the mindset we're in."
The news: The release of OpenAI’s long-awaited GPT-5—a frontier model the company originally expected to launch in summer 2024—hit turbulence almost immediately. Despite high expectations, early users reported the model felt sluggish and less capable than GPT-4o, labeling it “kinda mid.” It’s a surprising letdown for what was billed as a major leap forward. Our take: Marketing and communications remain stubbornly human domains for now. If AI could fully replace them, OpenAI’s own product announcements would run like clockwork. Instead, the debut of one of the world’s most advanced AI models was labeled an avoidable public relations headache, showing that even cutting-edge technology may be remembered less for what it can do and more for how it was introduced.
On today’s podcast episode, we discuss if Google is actually fending off the AI search competition, what its AI Overviews are doing to search behavior, and why growing AI search usage might not necessarily translate into a booming ad business. Join our conversation with Senior Director of Podcasts and host, Marcus Johnson, Senior Director of Briefings, Jeremy Goldman, and Principal Analyst, Yory Wurmser. Listen everywhere you find podcasts and watch on YouTube and Spotify.
The news: We recently covered Wells Fargo’s early entrance into the agentic AI realm. And we recommended that other financial institutions (FIs) explore how they could implement it, too—regardless of size. Now a smaller FI, Michigan-based Family Financial Credit Union, has announced its partnership with fintech start-up Algebrik AI to implement a new digital lending suite, per a press release. Why this matters: Family Financial Credit Union will be one of the first smaller FIs to go public with its agentic AI offering. If it proves successful and customers like the experience—which could in turn draw more business to its loan products—it could inspire other institutions to pursue similar partnerships and offerings. We expect many more FIs of all sizes to announce agentic AI pilots in the near future.
The news: Apple Intelligence could integrate OpenAI’s GPT-5, its latest model that combines traditional ChatGPT capabilities with deepo3-series reasoning, as early as next month, per 9to5Mac. Updates for a more personalized and intelligent Siri, originally expected in the iOS 18.4 update, were delayed in March until sometime “in the coming year.” GPT-5 could accelerate that timeline and give Apple a more robust foundation for a truly conversational, autonomous assistant Our take: Marketers and publishers should prepare for reduced visibility through traditional search if assistants like Siri can effectively answer user queries directly. Focus on generative engine optimization (GEO) for conversational AI discovery—think FAQs on websites and succinct answers that large language models (LLM) can easily surface.
53% of marketers in North America cite data analysis and insights as the top bottleneck slowing down marketing cycles, according to an April GrowthLoop and Ascend2 survey.
The news: Wells Fargo is partnering with Google Cloud to equip the bank’s 215,000 employees with advanced generative and agentic AI tools, per American Banker. The phased implementation will span the next few months. Why this matters: If Wells Fargo sees greater efficiency, a better customer experience, and savings from the wide AI rollout, it could set an industry trend. Competitors should at least begin exploring how they can implement agentic AI in their own operations. And Google Cloud’s involvement serves as a reminder that these solutions don’t need to be developed internally. Third-party partnerships may be especially valuable for smaller financial institutions that want to catch up on AI innovation.
The news: Merck is teaming with McKinsey for a generative AI (genAI) program that streamlines clinical study reports (CSRs). The takeaway: GenAI is ideal for time-intensive precise medical writing and frees content creators for oversight and strategic tasks. While Merck and some others are already using it for regulatory filings, those who stall or keep their pilots in the experimentation phase risk losing valuable time-to-market advantages.
The news: Microsoft’s latest earnings reflect more than just a Wall Street beat—they signal a deeper shift in how enterprises are adopting productivity software, cloud infrastructure, and embedded AI to run their businesses. It reported $76.4 billion in revenues, up 18% YoY. Microsoft Cloud made up $46.7 billion of those revenues, up 27% YoY, as cloud demand remains strong across all workloads. Our take: With strong recurring revenue, expanding AI use cases, and leadership across productivity and cloud, Microsoft is increasingly well-insulated from macroeconomic headwinds and well positioned to shape the future of work and software.
50% of US smartphone owners said they’re not willing to pay extra for AI features on their phones, up from 45% in September 2024, according to a May CNET survey.
OpenAI is preparing to launch GPT-5 in early August. The newest and most powerful model combines traditional GPT capabilities with o3-series reasoning—marking a major leap in performance and model simplification. The consolidation play with GPT-5 could further cement OpenAI’s dominance if competitors are slow to respond.
YouTube is the top recipient of AI chatbot referral traffic, receiving over three times as much traffic than Facebook or Wikipedia, according to May 2025 data from Similarweb.
58% of US adults have viewed a search result page that included an AI-generated summary, per a March Pew Research Center survey.
Almost half (49%) of worldwide marketers use AI daily for image and video generation, according to January data from Canva and Morning Consult.
The news: The Trump administration unveiled a sweeping AI action plan that trades oversight for acceleration—seeking to supercharge US dominance in artificial intelligence by dismantling regulatory guardrails, undercutting state authority, and fast-tracking infrastructure and development, per Wired. Our take: For marketers, this could mean an influx of new tools, looser content moderation, and shorter time to market for AI-driven campaigns. Marketers should audit their AI tools, implement AI best practices and safety training, and prepare for faster deployment cycles in a looser regulatory environment.
The news: Perplexity is in talks with smartphone manufacturers to make its new Comet browser a default app on smartphones to drive adoption and user engagement, per Reuters. Perplexity CEO Aravind Srinivas said it aims to reach “tens to hundreds of millions” of users in 2026 after a desktop rollout to a “few hundred thousand” testers, a plan that could be aided by expanding Comet access on phones. Our take: While Comet itself is a browser, its integrations with Perplexity’s AI could streamline access to mobile AI search tools, changing mobile search behavior and forcing marketers to rethink traditional search marketing practices. Getting Comet onto phones could also supercharge Perplexity’s data on user behavior and boost its ability to improve its AI search tools.
Over half of worldwide consumers (51%) want AI to improve their experience by helping them find products faster, according to February data from Twilio.