Three in four enterprise AI agents have been rolled back. Here's why.
Last week we wrote about how the boundaries between marketer, agency, platform, publisher, retailer, and AI company are dissolving.
Who owns the chain when every player wants all of it
The boundaries between marketer, agency, platform, publisher, retailer, and AI company are dissolving.
The AI supply chain is compromised. Most marketing teams don’t know they’re downstream.
OpenAI and Anthropic both launched billion-dollar deployment companies this week, embedding engineers inside organizations to help them integrate AI.
Q1 earnings decoded: who’s winning AI advertising, and what it means for your budget
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.
95% of marketing AI still needs a human to click “approve”
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.
10 weeks in: what ChatGPT ads actually tell us
Meta is on track to overtake Google in global ad revenue this year: $243.5 billion to $239.5 billion, according to eMarketer.
What Actually Drives Brand Visibility in AI Search
Five new studies point to the same conclusion: brand strength does most of the work, and the engines largely agree on who matters.
The 81-Point Gap in Marketing’s AI Adoption
87% of marketers use AI for content. Only 6% have it fully embedded. As GEO explodes, shallow adoption is becoming a strategic liability.
From Attention to Neural Prediction
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.
The Window for Vertical AI in Marketing Is Narrowing
Three forces are converging on marketing's AI stack. If you're building in this space, the window is closing.
45% of consumers already use AI to shop. Most brands aren't ready.
AI is reshaping discovery before customers ever reach your site. If your brand isn’t in the answer, you may not be in the consideration set.
The $70B ad market you're probably ignoring , and Meta isn't
Search is collapsing, shopping agents are scaling, and supply chain AI finally has a quantifiable business case.
The Agency Model Is Breaking from Both Ends
Ad spend is up. Agency revenue is down. CMOs are shifting accountability to technology—and AI is compressing production to zero.
AI gets it wrong 40% of the time. Marketers are publishing anyway.
NP Digital tested 600 prompts across six LLMs. No model passed.
The 3% problem: While top performers scale AI, everyone else holds steady.
Top performers are increasing tech budgets aggressively while most firms stand still. The gap isn’t experimentation, it’s embedded infrastructure.
Anthropic spent $8M on ads to say they don't do ads
The most interesting play from Super Bowl LX wasn't a product demo.
AI Is Moving from Experiments to Systems
From agentic browsing to creative intelligence, AI spend is shifting from pilots to infrastructure that actually scales.
Signals structural change, not tactics
As AI collapses discovery into decisions, entire verticals face disintermediation and customer relationships become the only moat.
When AI Becomes the Interface, Who Controls Outcomes?
Google and OpenAI are turning AI into the decision layer. Ads, agents, and measurement are shifting with it.
AI Is Rewiring Commerce, Creative, and Search. All at Once.
From autonomous commerce to companion devices, AI is scaling across the stack, and the winners are moving from testing to execution.