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This week in AI search: Perplexity has rejected ads to protect user trust, while OpenAI is scaling aggressively with higher revenue forecasts and rising costs. Meanwhile, Google is trying to address publisher concerns by promising more links as AI-driven, zero-click search continues to grow.
Perplexity
+4
OpenAI has hit the brakes. A leaked memo reveals ads, agents and Pulse have been slowed as Sam Altman declares “Code Red” in response to Google’s rapid progress. Publicly, Nick Turley insists there’s no ad testing - yet strings in the latest beta point to search ads, carousels and monetisation features quietly being prepared.
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Alphabet, Amazon, Meta and Microsoft all reported earnings this week. Alphabet impressed with strong ad and cloud growth and saw its stock rise, Microsoft beat expectations but dipped on AI-driven cost concerns, while Meta’s revenue beat was overshadowed by soaring expenses and weak profit, sending its shares sharply lower.
+7
AI-driven referrals are transforming how people discover and buy online. From Walmart’s ChatGPT partnership to Google’s ad shake-up, the shift toward conversational commerce is well underway.
+5
Search is changing faster than ever. As AI systems replace lists of links with direct answers, marketers face a seismic shift in how visibility is earned and measured. Drawing on decades at Microsoft and Bing, Duane Forrester explores how intent, context, and human understanding will define the next era of discovery - and what it really takes to stay visible when machines start thinking for themselves.
+8
Walmart’s referral traffic mix is shifting toward ChatGPT, Apple is readying an LLM-powered Siri, and OpenAI has dropped Pulse. Three stories that show just how fast AI search is becoming the default discovery layer - and what brands should do about it.
+6
Google’s shutdown of the &num=100 parameter has hit Search Console data, raising doubts over reliability. Meanwhile, OpenAI and Jony Ive eye wearables and a browser, and the mainstream media is reporting more often on users turning to AI assistants over Google’s “10 blue links.”
What GEO means for organic performance, how it differs from SEO, and what actions marketers should take now.
Perplexity's Comet just redefined what a browser can and will do - Google should take note.
