The news: Meta and Midjourney formed a partnership to bring more image-generation tools to Facebook and Instagram. Meta is licensing Midjourney’s “aesthetic technology” for users and brands, Meta chief AI officer Alexandr Wang posted on Threads. He implied that the agreement may go past licensing and involve collaboration with Meta’s research teams to integrate Midjourney into future models and products. Our take: Brands should experiment with Midjourney to streamline content creation for Meta campaigns. However, they should also monitor outputs carefully for quality and copyright issues, especially considering Midjourney has faced allegations of IP misuse. Fast creation is only an advantage if it doesn’t trigger legal or reputational backlash.
The news: Cohere launched Command A Reasoning, its first enterprise-tuned large language model (LLM). Designed for secure environments, the model handles agentic customer service, research, and automation tasks at scale. Its big-business focus is rooted in its ability to integrate with existing tools, support for on-premises deployment, and strict data controls. Our take: Enterprise AI is shifting from optional to operational. Vendors that deliver reliability, guardrails, and measurable value—like Command A Reasoning and Agentforce—will win long-term adoption over general-purpose models built for show, not scale.
On today’s podcast episode, we discuss our ‘very specific, but highly unlikely’ predictions for the future of digital in 2026 and beyond. Why browsers will become the new AI battleground, what does it mean if agentic AI doesn’t take over shopping, and can GenAI actually lead to more of the jobs it can easily destroy? Join Senior Director of Podcasts and host, Marcus Johnson, Senior Director of Briefings, Jeremy Goldman, Principal Analyst, Sara Marzano, and Vice President of Content, Paul Verna. Listen everywhere and watch on YouTube and Spotify.
Despite recent tariff challenges, Amazon continues to show impressive growth while experimenting with longer Prime Day events and exploring new AI ventures.
The news: Meta will spend more than $10 billion on Google Cloud over six years, making it one of Google’s largest-ever contracts, per CNBC. Despite running its own data centers and using Amazon Web Services (AWS) and Microsoft Azure, Meta’s growth requires additional cloud capacity. The deal demonstrates how even fierce ad rivals can align when AI demands massive computing scale. Our take: When it comes to AI, the old rules of competition no longer apply. Cloud rivals are forced into uneasy alliances to remain competitive as infrastructure demand explodes. For AWS and Azure, keeping pace with Google Cloud means doubling down on custom silicon, broadening AI partnerships, and proving they can deliver the scale and neutrality that Google is now signaling to the market.
The news: Meta’s new auto-translation feature for Reels could simplify global content sharing. The AI-powered translation tool can automatically dub and lip-sync Reels on Instagram and Facebook into other languages, including English, Spanish, and Portuguese. It’s available to Facebook creators with at least 1,000 followers and to all public Instagram accounts. Our take: Creators and brands should lean into short-form multilingual content to maximize audience reach and watch for engagement spikes in views in unexpected regions to identify new markets and audiences worth targeting.
The news: Google is bringing Gemini AI to the living room. Starting in October, Gemini for Home will replace Google Assistant on Nest speakers and displays, per The Verge. Gemini for Home opens new channels for contextual, voice-driven ad engagement inside households. With millions of Nest and Google Home devices expected to get the upgrade, the scale is massive and the stakes are high. Our take: Gemini for Home lets Google fuse search ads with household AI. But winning against Amazon will depend on trust, adoption, seamless ad integration, and pricing. Google’s challenge is making its service compelling enough to drive adoption and subscribers.
Audience customization is the top GenAI use case for marketers who produce multiple versions of video ads (42%), per a March Interactive Advertising Bureau (IAB) survey.
The news: AI dominated Wednesday’s Made by Google event, where the company unveiled its Pixel 10 lineup. Google pitched Gemini as “personal intelligence,” framing it as a universal AI assistant across smartphones, wearables, smart homes, and connected cars. The showcase feature, Magic Cue, anticipates user needs by pulling data from Gmail, Calendar, and Messages to suggest timely actions. Our take: If features like Magic Cue prove indispensable, Google gains a recurring revenue stream and deeper ecosystem lock-in. If they fade as gimmicks, Pixel risks remaining a niche brand, especially if competitors can provide similar apps or services.
The news: Epic rolled out new genAI tools for clinicians, including an AI scribe solution that transcribes doctors’ notes during patient visits. Epic will incorporate ambient technology from Microsoft to power its medical documentation technology. Our take: Epic’s AI scribe solution with Microsoft/Nuance as its development partner delivers a major blow to startups like Abridge and Ambience. These two companies are part of a booming ambient AI scribe space that has totaled nearly $1 billion in investment funding so far this year, per a July analysis from STAT. But Epic’s presence will make it much tougher for smaller players to stand out in the category, since doctors will be drawn in by the efficiency of using scribe tools from their EHR system.
The news: Publishers are tackling AI scraping with a new strategy—pay per crawl. Rather than one-time licensing deals, usage-based compensation models would have AI companies pay publishers and content providers based on how often their work is used in AI-generated responses. Our take: These usage-based models could be a more equitable deal for publishers whose content powers AI engines that are earning tens or hundreds of millions of dollars per year. To avoid getting locked out of monetization, brands should act now to review existing content agreements, explore licensing opportunities, and push for fairer models that recognize the value of original content.
The news: Many marketers and salespeople doubt AI’s ability to boost company revenues or customer satisfaction. Some even believe it adds to their workload, signaling a disconnect between AI adoption and employee confidence. Only 39% of marketers and sales professionals in the US and UK are confident that their departments’ use of AI drives revenues, per General Assembly’s AI in Marketing & Sales report. Nearly half (46%) believe AI only somewhat improves the customer experience or doesn’t at all. Our take: Organizations that prioritize tailored training and tie outcomes to KPIs like team efficiency and customer satisfaction could help employees feel empowered and translate AI investments into measurable impact.
The news: CEO Mark Zuckerberg has reorganized Meta Superintelligence Labs (MSL) into four units focused on research, superintelligence, products, and infrastructure, per The New York Times. Meta further splitting its AI division, which it spun off in June, underscores both ambition and internal turmoil as it races rivals like OpenAI and Google. Our take: Meta’s public growing pains show it won’t sit out the AI race, even if upheaval is the cost. Its future direction will have wider implications—if Meta leans into closed AI models, the shift could reshape how outside developers and partners interact with its platforms. For advertisers, the signal is clear: Expect fresh AI features in Meta’s ad products, but brace for volatility as Meta struggles to align its people, platforms, and technology.
The news: Meta is moving forward with its ad automation ambitions by introducing new options to consolidate ad targeting, per a company announcement. Meta’s Ads Manager page noted that “some detailed targeting options have been combined,” and that ads using now-unavailable options no longer deliver starting in January. Our take: Automated AI campaigns are the path forward as long as giants like Meta continue pushing for automation and away from manual—necessitating advertisers take key steps to adapt. Campaign goals must be reframed for an AI-first environment.
Generative AI is rapidly moving from novelty to necessity in advertising, collapsing production costs and timelines while expanding creative possibilities. National TV ads that once required six figures and weeks of work can now be made in days for a fraction of the budget, opening broadcast-quality campaigns to smaller advertisers. With nearly 90% of large video advertisers already adopting AI, use cases like personalization, ideation, and versioning are proliferating. Yet consumer skepticism remains strong—especially among older audiences—underscoring that human craft and cultural nuance still matter. The challenge ahead: merging automation’s efficiency with trust and authentic creativity at scale.
The news: Google Ads is ending manual language targeting, taking over a significant element of campaign management. In lieu of manual targeting, Google’s AI will detect user language automatically using signals such as language settings and historic search activity. Our take: Brands should consider auditing current campaigns to identify where automated language detection might create gaps and establish safeguards, such as breaking out campaigns by region or market and including clear, native-language text in headlines and descriptions to signal intended language to both users and Google’s systems.
Retailers have built lucrative revenue streams from retail media networks (RMNs), leveraging on-site ad inventory and first-party transaction data. As the potential grows for consumers to shop through AI agents instead of retailer sites or apps, those data streams and ad surfaces are at risk.
The news: ByteDance’s TikTok paid people to lend their likenesses to digital avatars, often paying less than $1,000 per actor, per The New York Times. The avatars, which are free for TikTok advertisers to use, were meant for TikTok alone but have appeared on ByteDance’s video-editing tool CapCut and on platforms like Facebook and YouTube. Our take: AI-based productions are democratizing advertising, allowing even the smallest firms to produce high-quality ads with minimal effort and budgets. Forty-five percent of smaller advertisers will use generative AI (genAI) in their videos by 2026, per IAB’s 2025 Digital Video Ad Spend Report. However, brands must weigh the benefits against the risks, considering 31% of US adults say AI use in ads would make them less likely to buy, per CivicScience.
The news: As entry-level roles for younger hires shrink, ad schools are retooling their programs to promote AI fluency and skills. Miami Ad School, Virginia Commonwealth University’s Brandcenter, and London’s School of Communication Arts are adding AI education curriculum focused on concepting, campaign execution, and portfolio development, per Adweek. Our take: CMOs who understand how AI is reshaping both entry-level roles and leadership expectations will be in a better position to build resilient, AI-ready teams. However, companies shouldn’t focus only on hiring junior employees with existing AI literacy—keeping resources open to train both new and current workers as AI evolves will encourage a diversity of skills and experience on staff.
The news: OpenAI CEO Sam Altman is warning of a growing AI investment bubble. “Are we in a phase where investors are overexcited about AI? My opinion is yes,” Altman said during a dinner with a group of reporters, per The Verge. Still, he emphasized that AI remains “the most important thing to happen in a very long time.” Our take: Altman’s warning about an AI bubble applies to marketers too. The temptation to chase every shiny new AI tool is real, but teams should develop an AI experimentation roadmap with clear outcomes to avoid wasting resources. Pushing vendors for case studies can help maximize budgets.