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Franc Talking – Weekly Round-up, 19 October 2025

Welcome

🗣️ Top Stories

If you work in marketing, product, or tech - and want to keep pace with the shifts AI is driving across search, software and strategy - here’s what you need to know this week.

  • 🔍 Google tests new global ‘Sponsored’ label for ads – Google is rolling out a unified ‘Sponsored’ tag for ads across its search results worldwide, replacing the previous “Ads” and “Sponsored” variations used in different regions. The move aims to bring consistency to ad disclosures, though it may also blur the visual distinction between organic and paid listings. Search Engine Land report.
    Key takeout: For years, debate has raged over the blurred line between organic and paid results. When I started in SEO back in 2006, it was clear what was sponsored - PPC results appeared in a yellow box.

    Fast-forward nearly two decades, and you’d be forgiven for merging the entire SERP (Search Engine Results Page) experience into one. This week, Google rolled out a collapsible sponsored result directly within the SERP. It’s not a new phase - Google has tested similar formats many times before, each designed to drive greater ad revenue through search.

    What’s interesting now is whether this is a preview of how ads might appear in Google’s upcoming AI Mode. Could this be a way for users to collapse ads that appear by default on every search? It feels like a logical step in how Google might look to protect its ads business in the AI era.
  • ✍️ AI-written articles briefly outnumbered human ones online – Axios reports that, according to a new Graphite study of 65,000 URLs, AI-generated content briefly surpassed human-written pieces in late 2024 - though the two are now roughly even. The analysis found that 86% of top-ranking Google results and 82% of chatbot citations (ChatGPT, Perplexity) still come from human authors. Axios coverage.
    Key takeout: This is a debate that has raged on for years, but has accelerated over the past 3 years, especially when ChatGPT exploded in Q4 of 2022 - how much should you invest in human-written content vs. AI-generated content?

    I've always felt, and nothing has changed, that you need to have subject matter experts involved in content creation which should expand on far more than the text written approach and not just be centred around your website. This includes videos and podcasts that can be amplified across YouTube, Spotify and your newsletter platform of choice.

    But should you include AI within your content production workflow? Yes. I am bullish on this and would 100% you start investigating how to do this with your teams. Whether it be using an Enterprise piece of tech, such as AirOps (highly recommended) or if you're using AI for ideation, proof reading (Claude recommended) or for research - I would recommended you start to integrate this into your business workflows if you aren't already.
  • 🛍️ Walmart integrates ChatGPT to power AI-driven shopping – CNBC reports that Walmart is deepening its partnership with OpenAI to integrate ChatGPT into its shopping tools and customer experiences. The goal is to let users search, plan, and shop conversationally - turning queries like “I’m hosting a BBQ for 10” into pre-filled carts or recipe recommendations. CNBC report.
    Key takeout: Another week, another e-commerce move from OpenAI. Users will soon be able to buy Walmart products directly through ChatGPT, as shoppers increasingly turn to AI chatbots for product discovery and recommendations.

    Walmart CEO Doug McMillon spoke about how shopping behaviour is changing - referencing the old Google experience of a “search bar” and “a long list of results.” That’s quickly being replaced by conversational, context-aware journeys that feel more like personal assistants than search engines.

    Looking at referral traffic (see below) over the past 12 months to Walmart.com, it’s easy to see why the Arkansas giant has partnered with Sam Altman’s firm. ChatGPT has climbed to become the second-largest source of referral traffic behind Google - a remarkable shift in less than three years. And it’s not unique to Walmart; we’re seeing similar patterns across other major retailers.

    The question now is whether Amazon will follow suit, as it did with TikTok. There’s plenty to suggest it won’t - not least given how far behind Rufus still feels - but with ChatGPT already one of the top referrers to Amazon.com, Andy Jassy will be watching closely. Falling behind rivals who do embrace AI integrations would be a costly mistake.
  • Chart showing referral traffic to Walmart over the past 12 months
    Source: Similarweb, October 2025

    Although it doesn’t fit neatly into my usual reading list, I highly recommend listening to the Speed Podcast featuring Tyler Denk, CEO of Beehiiv - the platform this newsletter is hosted on.

    If you’re interested in inspirational growth stories, building in public, and understanding how tough it really is to grow a successful SaaS product, this one’s for you.

    This week’s top watches include two excellent long-form interviews: one with Robby Stein, VP of Product at Google Search, featured on Lenny’s Podcast; and another with Liz Reid, VP of Search at Google, in conversation with Tim Higgins and Christopher Mims from The Wall Street Journal. Both are highly recommended.

    Thanks to each and every one of you for subscribing and reading. Have a great week!

    Andy Francos

    Andy


    Obsero - AI Search Intelligence
    Smarter visibility in AI Search starts here.
    Track, analyse and optimise how your brand appears in ChatGPT, Google AI Overviews & Perplexity. Actionable insights. Competitive benchmarks. Built for zero-click discovery.
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    In the pipeline…

    🎙️ Upcoming: Mark Williams-Cook on the evolution from SEO to AI Search

    Just finished recording an incredibly insightful episode with Mark Williams-Cook, SEO Director at Candour and the creator of industry-leading tools like AlsoAsked.com. Mark’s one of those rare people who can mix technical depth with genuine curiosity - and the result was a brilliant, forward-looking chat.

    • 👉 The evolution from SEO to GEO / AI Search
    • 🧩 Misconceptions about schema, LLMs.txt and “AI optimisation”
    • 💡 Mark’s SaaS journey with AlsoAsked.com
    • 🛠️ The Google security exploit he discovered through the bug bounty program
    • 📊 Broader reflections on marketing, measurement, and the future of search

    I’ve always admired the clarity of Mark’s content - his recent collab with AirOps is well worth a look too. This episode will drop in a couple of weeks, so watch out for it! Subscribe here →


    Recommended: Be Datable

    Be Datable is written by Christian J. Ward, Chief Data Officer at Yext and co-author of Data Leverage. It focuses on the link between AI success and data strategy - helping readers move beyond hype to understand that effective AI starts with well-structured, high-quality data. Each edition shares practical frameworks and insights on how to make your organisation truly “datable.”

    Be Datable

    Be Datable

    Your AI Strategy is Your Data Strategy


    The evolution of search...

    ICYMI: Duane Forrester on the evolution of search

    It was a pleasure sitting down with Duane Forrester - one of the most authentic, most experienced voices in search. We talked about where it’s been, where it’s heading, and why this next chapter feels different.

    • 💬 What it was really like building Bing in the 2010s - and why the goal was always better answers, not beating Google.
    • 🧠 How “chunking” and entity relationships underpin how large language models think - and why marketers need to adapt.
    • 🔍 Why search results are giving way to answers, and what that means for visibility, measurement, and monetisation.
    • 🚀 The balance between hype and reality in AI Search - and how Google can protect its moat while evolving its ad model.
    • ❤️ Why he still believes “human in the loop” is the SEO hill worth dying on.

    There’s something reassuring about hearing this from someone who’s been at the centre of every major search shift - and still talks about it with curiosity and optimism. Watch or read the full conversation here →


    🎯 Hey content creator!

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