OpenAI and Google are racing to lock in users in two of Asia’s most populous markets with budget-friendly AI subscriptions, per TechCrunch. OpenAI’s $4.50-per-month ChatGPT Go has expanded from India to Indonesia, while Google countered with a similarly priced AI Plus plan ($4.56). Marketers should prepare for audiences in India, Indonesia, and beyond who will be AI-native from the start. Analyzing AI adoption and usage trends opens opportunities for when campaigns run along AI search results. That means testing localized creative strategies and viewing Asia as the engine driving the next phase of generative AI growth, not a secondary market.
Nearly half of US adults have changed their streaming subscriptions in the past six months, with cost now serving as the top driver of both cancellations and new signups. Two-thirds of those who dropped a streaming service said it was too expensive, per YouGov. As cost sensitivity rises, building trust through easy trials and frictionless exits will be crucial. The platforms that focus on quality service and diverse content over hype and lock-in systems will make their offerings feel more like essential services.
The EU is investigating whether Apple, Google, and Microsoft are doing enough to curb online financial scams, per Ars Technica. The European Commission (EC) will send formal requests for information under the Digital Services Act (DSA), targeting fake apps, fraudulent search results, and scam accommodation listings on Booking.com. Ad campaigns appearing in search results, mobile apps, or Bing ads could face more scrutiny or be caught up in regulatory nets. Brands that lead with transparency and consumer protection will not only comply, but also gain an edge should platforms tighten controls.
YouTube is an effective channel for reaching Gen Zers as use and creators influence expand, per our 2025 Gen Z Social Media Usage report. Over half (56%) of Gen Z social media users are spending more time on YouTube than they did a year ago, per YouGov. YouTube’s momentum with Gen Z shows its evolution from an entertainment hub to a discovery and shopping engine. Brands need to not only show up, but also design for searchability, optimize creator partnerships, and explore cross-screen viewing and messaging outreach.
Nvidia will invest up to $100 billion in OpenAI in $10 billion stages and supply the processors for 10 gigawatts of new AI data centers—an energy load equal to New York City’s peak demand or enough to power 7 million to 9 million US homes, per CNBC. Big Tech is locking arms to secure control of the AI future. These alliances blur the lines between investor, supplier, and customer, concentrating power among a few giants. If the project delivers, Nvidia’s dominance grows. If not, the “Stargate effect” looms—ambitious AI ventures that overpromise and underdeliver.
On today’s podcast episode, we discuss our ‘very specific, but highly unlikely’ predictions for the end of 2025 and start of 2026. Whether Snap’s Spectacles will gain traction faster than Meta’s Ray-Bans have, if Netflix will start showing users shoppable product placement ads, and if TikTok will introduce a GenAI assistant to the app with commercial intent. Join Senior Director of Podcasts and host Marcus Johnson, Director of Reports Editing, Rahul Chadha, Senior Analyst, Max Willens, and Principal Analyst, Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.
Shoppers are using AI tools at a high rate but are split on brands’ use of AI-generated content and whether companies are delivering on customer experience promises. Half (52%) of consumers are excited by the idea of having an AI agent shop on their behalf, per VML. Nearly two-thirds (63%) say AI-powered personalization helps them discover new products, but 45% think brands are still failing to tailor recommendations effectively. Brands can keep shoppers engaged by demonstrating AI’s value in tangible ways—like smarter recommendations and smoother checkout—rather than relying on broad claims of AI integration.
Brands and agencies are embracing generative AI (genAI) to create highly localized and personalized campaigns at scale. At a recent Automattic event, marketing leaders highlighted how new technology makes previously cost-prohibitive efforts feasible. The advertising industry has shifted from fear to fluency—recognizing that AI fills gaps and scales output but that people decide what resonates. While agencies two years ago feared AI would displace creative jobs, today, they see human craft as the element that gives AI-generated work meaning. For marketers, the strategy is to invest in AI tools but prioritize upskilling teams to direct them.
President Donald Trump is continuing his immigration crackdown with a signed proclamation that adds a $100,000 fee to all new applications for H-1B visas, potentially complicating and clamping down on the market for AI-skilled workers in the US. While intended to spur domestic hiring, the reality is that the US lacks sufficient AI training infrastructure to meet current demand. With a pre-existing lack of employer investment in workforce development to grow US employees’ AI skills, the policy risks shrinking the AI talent pool even more and slowing innovation.
Nvidia is putting $5 billion into Intel, buying common stock at $23.28 per share for a 4%–5% stake. The two companies plan to co-develop custom PC and data center chips that blend Nvidia’s GPUs with Intel’s x86 CPUs and manufacturing muscle, per ABC News. For Intel, it’s a last chance to remain relevant in advanced computing. For Nvidia, it’s a strategic hedge—ensuring supply resilience and expanding influence over x86 chip design. The partnership will reshape the semiconductor industry and strengthen US tech leadership.
Nvidia is putting $5 billion into Intel, buying common stock at $23.28 per share for a 4%–5% stake. The two companies plan to co-develop custom PC and data center chips that blend Nvidia’s GPUs with Intel’s x86 CPUs and manufacturing muscle, per ABC News. For Intel, it’s a last chance to remain relevant in advanced computing. For Nvidia, it’s a strategic hedge—ensuring supply resilience and expanding influence over x86 chip design. The partnership will reshape the semiconductor industry and strengthen US tech leadership.
Meta is making its boldest play yet for wearable computing, unveiling $799 Meta Ray-Ban Display glasses with a lens display, onboard Meta AI, and a neural wristband for gesture control. Meta won’t stand alone in the field for long if it can prove smart glasses are more than a novelty. Apple, Google, Amazon, and Snap will follow, each layering AR into their ecosystems and competing to define the next advertising frontier. For brands, this means new hooks—ads woven into navigation, translation, and real-world interactions—that feel less like interruptions and more like an extension of everyday life.
While social media drives discovery, it serves primarily as a path to purchase—not as the final destination. Over three-quarters (78%) of US consumers say their purchases are influenced by brands on social media, per Clutch’s From Scroll to Sale report. However, only 15% use social media platforms or apps to make direct purchases. The opportunity in social media commerce lies not just in driving discovery, but closing the gap between interest and action. Brands can earn trust by setting up mechanics like secure checkout to promote cybersecurity and maintaining consistency between marketing voice and website appearance to avoid confusing customers.
In this podcast episode, we discuss the backlash to Delta’s decision to use personalized AI pricing, how consumers feel about dynamic pricing, and if there is a way for retailers to implement it without losing shopper trust. Listen to the discussion with Analyst and guest host, Rachel Wolff, Vice President of Content, Suzy Davidkhanian, and Senior Analyst, Zak Stambor.
On today’s podcast episode, we discuss the top takeaways from the Google monopoly verdict, how the rise of AI search influenced the decision, and how much this ruling has any bearing on the Google ad tech case. Join Senior Director of Podcasts and host, Marcus Johnson, and Senior Director of Briefings, Jeremy Goldman, and Principal Analyst, Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.
Reddit has become one of the most effective social platforms for marketing-driven sales and consistently outperforms other social networks on return on ad spend (ROAS). The platform delivers more marketing-driven sales relative to its share of spend than 4 out of 5 other platforms, per a TransUnion study commissioned by Reddit. The authenticity that makes Reddit valuable can also be fragile. Brands should focus on making original content that’s not recycled from other platforms and is relevant to the niches they want to target, rather than chasing virality, to maximize campaigns and avoid alienating the communities they want to reach.
Google, the latest Big Tech company to reach a $3 trillion market cap, is committing £5 billion ($6.39 billion) to expand its UK footprint and anchor AI and cloud growth in one of its most important ad markets. Google expects the expansion to help drive as much as £400 billion (about $511 billion) in AI-related economic activity for the UK by 2030 while supporting about 8,000 local jobs annually. By building infrastructure, tech giants are laying the groundwork for ad expansion across Europe. Each multibillion-dollar bet buys influence, regulatory goodwill, and a stronger grip on the region’s digital backbone.
Sell-side ad company Magnite announced a lawsuit against Google on Tuesday over alleged monopolistic and anticompetitive behavior in ad exchanges that hindered Magnite’s growth, following an April ruling that Google operates an illegal ad tech monopoly. The lawsuits against Google give advertisers a rare chance to strengthen their own position without overhauling their tech stack.
Social media managers (SMMs) report blind spots in AI’s ability to assist with trendspotting and market analysis, leading to wasted time, loss of employee trust, and delayed campaigns. With all of these pain points, marketing teams are finding that investment doesn’t always equal impact. CMOs should Involve their teams in AI tool selection to ensure real-world fit;Regularly evaluate whether applications are actually saving time; and provide training on prompt writing and the strengths of various models to cut down on wasted time.
Robotaxi deployments are moving from pilots to broader rollouts as companies try to cash in on advancements in autonomous driving. Lyft recently began robotaxi tests in Atlanta, and Amazon's Zoox launched in Las Vegas. For companies investing in robotaxis, the opportunity extends beyond passenger rides. These fleets could eventually serve as a backbone for cost-saving delivery services, expanding the commercial applications of the technology. With Uber and DoorDash testing delivery robots, robotaxis could be the next move in on-demand logistics, moving beyond transporting passengers to carrying packages, meals, and groceries.