Generative AI is transforming how consumers discover products and brands earn visibility. As usage of—and trust in—AI grows, brands must rethink how they optimize for discovery and measure success.

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.

A global Azure and 365 outage hours before earnings revealed the fragility of Microsoft's dominance, briefly disrupting apps and websites worldwide. But its latest earnings demonstrated its unmatched lead in enterprise AI. Azure and other cloud services jumped 40%, powering Microsoft Cloud’s 26% revenue surge to $49.1 billion. Despite the hiccup, Microsoft’s results confirmed AI’s full integration into its business model, with Copilot and Azure fueling recurring cloud consumption—and turning productivity into predictable, high-margin growth.

OpenAI detailed new ChatGPT mental health safety measure results on Monday, alongside an internal analysis that shows potentially millions of users’ conversations indicate emotional reliance on the chatbot. Marketers should educate parents of teens and young adults about safe AI use, and emphasize best practices like clinician collaboration, backup safety measures, and transparent data policies to build credibility and trust.

PayPal’s revenues grew 7% YoY to $8.4 billion in Q3 2025, driven by the success of branded experiences, PSP, and Venmo, per its earnings report. While PayPal notched a successful quarter, storm clouds are on the horizon. Basket sizes are shrinking and average order value is sinking, per PayPal CFO Jamie Miller. Leaning into payment flexibility and desirable rewards like cash back can help payment providers earn loyalty from squeezed middle- class consumers.

PayPal deepened its commitment to agentic AI with two new partnerships, per press releases. PayPal’s been bullish on agentic technologies. To date, it’s struck partnerships with Perplexity, Google, and now ChatGPT for AI-led conversational commerce. A tie-up with AI-powered Rokt brought post-transaction ads to Venmo, PayPal, and Honey users. Fintechs, issuers, and payment rails cannot ignore the coming tide of agent-based payment methods. Striking early partnerships with major players allows all platforms to reorient for the future of ecommerce transactions.

On today’s podcast episode, we discuss what OpenAI as the next big operating system maker looks like, how they might make money from this, which integrated apps will become most popular inside ChatGPT, and how this potential super app could impact consumer AI devices. Join Senior Director of Podcasts and host, Marcus Johnson, Analyst, Grace Harmon, and Principal Analyst, Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.

Holding company WPP launched WPP Open Pro on Thursday, a self-serve AI tool piloted by Google and other clients that creates ad campaigns from start to finish in a push to attract small businesses. WPP’s newest move means marketers can continue to expect greater automation, cost savings, and a shift in agency relationships.

Airbnb opted against launching a third-party app integration with ChatGPT because it “didn’t think [the technology] was quite ready,” CEO Brian Chesky told Bloomberg. While the company hasn’t ruled out joining the platform, its measured approach contrasts sharply with the enthusiasm of competitors like Expedia and Booking.com. Airbnb is prudent to have reservations about OpenAI’s commerce capabilities. While chatbots could reshape travel discovery and booking, early reports indicate ChatGPT’s utility for now is hampered by a clunky, finicky interface that is more frustrating than helpful. Rather than forge commerce partnerships with AI companies, Airbnb is focused on making its service an indispensable travel resource to keep its platform sticky.

AI adoption is accelerating faster than regulation, reshaping consumer behavior. Younger generations lead the charge for mainstream acceptance, forcing brands to navigate new risks and opportunities in AI-powered content.

Now that consumers can make direct purchases within ChatGPT, marketers and retailers must reimagine the customer journey once again.

AI will soon redefine how people find information. As search engines and generative AI engines converge, the next wave of discovery is emerging—and marketers who invest in AI optimization now will secure an early advantage.

OpenAI created an Expert Council on Well-Being and AI—a panel of eight behavioral and mental health specialists tasked to guide how AI tools like ChatGPT and Sora interact with users, per Ars Technica. CEO Sam Altman also announced on X that, “now that we have been able to mitigate the serious mental health issues and have new tools, we are going to be able to safely relax the restrictions in most cases.” OpenAI’s loosening guardrails shift responsibility to brands and users who must now share in the responsibility to define and enforce their own ethical boundaries.

Walmart Inc. announced a partnership with OpenAI to enable Walmart and Sam’s Club customers to make purchases within ChatGPT using the latter’s Instant Commerce feature. Even if agentic commerce’s adoption is gradual, early movers like Walmart will have the outsize advantage. Being discoverable in channels where users conduct product and pricing research could help retailers reinforce their value proposition and stay top-of-mind with prospective customers as this commerce scales up.

OpenAI announced a blockbuster deal to design its own AI chips in collaboration with Broadcom, continuing a trend of AI companies seeking partnerships and investments to own both ends of the AI stack, per The New York Times. OpenAI’s Broadcom deal is a turning point in AI strategy—from chasing smarter models to securing the power that fuels them. For enterprises, this is the moment to pick sides. The competitive advantage in the next decade belongs to those who align with partners that control their infrastructure, not just their algorithms.

OpenAI’s Sora iOS app sparked a wave of creative excitement—and an equally fast wave of scams. Exclusive to iOS and the web, Sora quickly climbed to the top of Apple’s download charts last week. But within days, the App Store was swarming with fake “Sora” and “Sora 2” apps, many hastily rebranded to ride the surge in interest. Opportunists exploit the gap between trademark enforcement, app verification, and public awareness—turning brand equity into bait. Brands must act fast to secure trademarks, domains, and search terms tied to new launches or risk losing trust and revenues to copycats.

OpenAI introduced a wide swath of app integrations for ChatGPT, pushing the generative AI (genAI) chatbot toward super app status. Spotify, Booking.com, Zillow, Canva, Figma, and Expedia are now all part of the ChatGPT experience. Brands should start treating ChatGPT like a search engine, app store, and marketplace all in one. Marketers should create and tag their content so it can surface naturally in ChatGPT responses. Generative engine optimization (GEO) strategies include structuring content and product copy with mini headlines and using concrete language over abstract phrasing to boost appearances in output.

OpenAI is now allowing users to connect to select third-party apps within the ChatGPT interface. The integrations expand the chatbot’s utility while encouraging users to spend more time within the platform. Consumers may not yet be willing to make transactions within ChatGPT, but they are open to its recommendations. ChatGPT’s integrations with Expedia and Booking.com could transform how people approach trip planning, all while siphoning more traffic from Google—and familiarizing users with the idea of making more purchasing decisions with the help of AI.

OpenAI’s Sora app surged to the top of the iPhone App Store’s free app chart despite its invite-only status, marking consumer demand for AI-heavy social experiences. It surpassed both OpenAI’s ChatGPT and Google’s Gemini, the latter of which recently topped App Store charts with its social media-friendly Nano Banana AI image-editing feature. This is a new creative playground, where brands can test community-driven campaigns with a highly engaged audience. Marketers should experiment with various types of content to see what goes viral in an AI-first social environment to prepare for a new social media landscape and capitalize on emerging platforms.

Stripe updated a host of products during Stripe Tour New York. tripe’s use of AI for fraud detection and a frictionless redirected checkout will give merchants increased security and better margins. For ecommerce companies, the ability to seize more of the revenues from in-app sales could motivate directing more marketing promotions aimed at driving customers to download their apps for checkout for a discount.