PayPal merchants will now be discoverable within Perplexity, per a press release—right in time for Cyber Five. PayPal merchants stand to benefit from the rising tide of genAI adopters who are reinventing the research, product recommendation, and deal-seeking status quo. Merchants that cater to Gen Z should push to be early adopters of the new update: 47% of Gen Zers already have found a new brand or product through AI, per an Adobe survey. Early mover merchants could get a boost from genAI holiday volume this season.

As Google’s Chrome and DuckDuckGo integrate AI tools into their browsers, Perplexity has launched its own, built with agentic AI capabilities from the ground up—Comet. When perusing products, Comet can take complex natural-language requests and surf review sites, listicles, and news articles to find top options. For users looking for an AI-first experience, Comet is a promising entry that blends active assistance with traditional web functions. However, given Perplexity’s recent scaleback on advertiser initiatives, AI search may not be the next frontier for ad formats. Continuing investments in traditional search options like Google Search is crucial to ensuring visibility.

Perplexity dropped the $200 monthly fee for its AI-native Comet browser, making it free worldwide but with rate limits. The change follows Google Chrome hitting a record 73.7% share of desktop browsing in September, per StatCounter. Comet can summarize webpages, pull key details, and wade through links on a user’s behalf. Chrome remains the must-buy channel, but ChatGPT’s mobile stickiness and Comet’s positioning prove that audiences may increasingly flow through alternative gateways. The brands that experiment early across these varied environments will be better prepared when consumer behavior tilts away from legacy browsers.

Google and PayPal ink multiyear partnership for commerce solution with a focus on agentic AI, per a press release. Google and PayPal’s surprising partnership reflects the ongoing scramble to secure the best positioning in the Wild West of AI development. All players want to have an early mover advantage; that can incentivize unlikely partnerships to avoid falling behind rapidly evolving technology.

The news: PayPal and Venmo users can receive early access to Perplexity’s new browser, Comet, with a free 12-month trial of Perplexity Pro. Our take: Big Tech is betting that agentic commerce is the future of shopping, but consumers aren’t on board yet: Nearly 70% of US adults are not interested in AI-powered shopping assistants, per a September 2024 EMARKETER and CivicScience survey. While jostling for future positioning in the market, PayPal, Venmo, and Perplexity need to convince consumers that agentic commerce is a desirable payment option, lest they repeat a metaverse investment flop.

The news: Perplexity added a standalone subscription tier for its Comet agentic AI browser that will fund a $42.5 million publisher revenue-sharing program. Comet Plus costs $5 per month and gives users access to “premium content from a group of trusted publishers and journalists.” The browser is included in Perplexity Pro and Max subscriptions. Our take: Brands should actively monitor how their content is used across AI platforms and consider usage-based deals for fair compensation, especially if content is regularly surfaced by AI tools. They should also examine the real revenue potential of partnerships like Comet Plus and scrutinize audience size, payout structures, and long-term sustainability before committing.

The news: Despite consumers’ rising use of AI agents for search, shopping, and discovery, brands are falling behind on generative engine optimization (GEO) strategies. 47% of brands have no deliberate GEO strategy or have no idea if they appear at all in AI agent responses, per a new report from Cordial. Another 47% have only just begun optimizing content for AI discovery. Our take: To boost visibility, brands should optimize for conversational context and create structured, machine-readable content that AI can index, like clear website FAQs, TL;DR summaries, and detailed product specs. Expanding presence across social platforms that feed AI training models, such as Reddit, Quora, and YouTube, can also improve chances of surfacing in AI-generated responses.

The news: Perplexity is in talks with smartphone manufacturers to make its new Comet browser a default app on smartphones to drive adoption and user engagement, per Reuters. Perplexity CEO Aravind Srinivas said it aims to reach “tens to hundreds of millions” of users in 2026 after a desktop rollout to a “few hundred thousand” testers, a plan that could be aided by expanding Comet access on phones. Our take: While Comet itself is a browser, its integrations with Perplexity’s AI could streamline access to mobile AI search tools, changing mobile search behavior and forcing marketers to rethink traditional search marketing practices. Getting Comet onto phones could also supercharge Perplexity’s data on user behavior and boost its ability to improve its AI search tools.

The news: Google Chrome could soon face intensified competition from OpenAI and Perplexity. On Wednesday, Perplexity launched its long-awaited agentic AI browser, Comet. It’s currently exclusive to subscribers on its $200-per-month Max plan, but other users can sign up on a waitlist. OpenAI is expected to launch its own browser in the coming weeks, per Reuters, bringing more AI tools to its over 400 million weekly ChatGPT users. As AI search tools continue to expand, companies should plan their generative engine optimization (GEO) strategies now by ensuring content can be summarized by chatbots and that copy in graphics is clear and accessible to AI tools.

Chrome is the hottest browser no one can buy—yet: OpenAI, Yahoo, and Perplexity are lining up to bid if the DOJ forces a Google sell-off, eyeing a shortcut to AI search dominance.

CEO Aravind Srinivas says Comet will track user activity to build deep profiles for hyperpersonalized ads but risks alienating privacy-focused users.

Its partnership with Perplexity aims to create an action-oriented AI smartphone, but market competition and questionable demand makes this a risky venture.

The AI search startup is launching a browser to pull users away from Google—turning its search engine into a full-fledged, AI-powered browsing experience.