Last week we wrote about how the boundaries between marketer, agency, platform, publisher, retailer, and AI company are dissolving.
The boundaries between marketer, agency, platform, publisher, retailer, and AI company are dissolving.
OpenAI and Anthropic both launched billion-dollar deployment companies this week, embedding engineers inside organizations to help them integrate AI.
Every major ad platform reported this quarter. Most coverage focused on the capex arms race ($650–700 billion combined across the four hyperscalers) and whether AI spending will pay off.
Enterprise adoption is broad but shallow: only 5% of marketing AI runs autonomously, just as the model race gives way to a battle for customer discovery.
Meta is on track to overtake Google in global ad revenue this year: $243.5 billion to $239.5 billion, according to eMarketer.
Five new studies point to the same conclusion: brand strength does most of the work, and the engines largely agree on who matters.
87% of marketers use AI for content. Only 6% have it fully embedded. As GEO explodes, shallow adoption is becoming a strategic liability.
Meta just open-sourced a model that predicts how 700+ brains respond to ads. The question isn’t whether AI can model human response it’s what marketers can monetize from it.
Three forces are converging on marketing's AI stack. If you're building in this space, the window is closing.
