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Consumers and marketers are both warming to genAI November 3

Consumers (68%) and senior marketers (75%) expressed an increasingly positive outlook on the possibilities of generative AI this year, according to a September report from Kantar.

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Nationwide Financial announced a $1.5 billion investment in technology through 2028, including $300 million for AI initiatives. The company aims to simplify business interactions and advance its data protection capabilities. A massive technical overhaul is a strategic choice and a yearslong commitment sponsored by the C-suite and endorsed by the board of directors. AI is a tool rather than a strategy. And without intent, telematics, analytics, automation, and copilots are just words.

From Ulta Beauty’s new marketplace to Gap’s creator platform, here’s what the eight most interesting retailers from October have been up to, as ranked on our “Behind the Numbers” podcast.

Tomorrow’s grocery shoppers will expect AI tools that anticipate their needs, faster checkouts, and consistent pricing across channels. In this new era, convenience and technology will shape behavior, but value and trust will remain the deciding factors.

On today’s podcast episode, we discuss the big 3 questions surrounding Netflix in Q3 and beyond: expectations for its ad business, the impact of Netflix House, a new deal with Spotify, or something else? Join Senior Director of Podcasts and host, Marcus Johnson, Senior Analyst, Ross Benes, and Senior Editor of Briefings, Daniel Konstantinovic. Listen everywhere and watch on YouTube and Spotify.

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Meta, Google, and Microsoft are spending at historic rates in the race to secure AI dominance. Each posted record quarterly earnings last week—and warned that even higher capital expenditures are an imperative for growth, per Wired. For marketers, the AI buildout presents both an opportunity and a cautionary tale. As Big Tech chases scale, brands must chase substance—using AI not for hype, but for measurable value today, not in the future. AI’s future isn’t guaranteed by capital—it’s earned through trust, differentiation, and adaptability. Brands that master those traits will thrive no matter how the infrastructure race unfolds.

One-third of US adults say prices are noticeably higher on certain products due to tariffs or shipping/import changes, according to a July survey from Omnisend and Cint.

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Reddit’s Q3 earnings confirmed what advertisers have suspected: the platform’s community-driven ad model can scale profitably. Revenue jumped 68% to $585 million, crushing Wall Street estimates, while EPS of $0.80 easily beat forecasts. Global daily actives climbed 19% to 116 million, though US user growth slowed to 7%, down from 12% last quarter. Data licensing revenue rose 7% as Reddit continues to defend its content from unauthorized AI scraping—a fight central to its long-term strategy. For advertisers, Reddit’s results underscore its strength as a high-intent, performance-focused channel—even as slower domestic user growth raises questions about future expansion.