June 5th-June 11th // Estimated Reading Time: 10 minutes

In This Edition!

  • Hey Siri, make your AI better

  • Let the IPO wars begin!

Check out the latest AI Edge Podcast episode with Dr. Cecilia Dones, Founder of 3 Standard Deviations and AI Professor at Columbia University!

We discuss the latest AI developments, including Google’s AI search overhaul and ChatGPT CPA ads. We also get into the generational divide on AI and how marketers should be thinking about it.

Get The Full Episode On:
🌐 Spotify
🍎 Apple

Top Headlines🔥

Summary: Apple announced a major Siri overhaul at its developer conference this week, due out this fall via its Google Gemini partnership. The redesigned assistant can pull from your personal data across texts, emails, photos, and notes to answer questions and complete tasks. For example, you can ask Siri to surface a hotel confirmation number buried in an old email, or Siri can find a podcast someone recommended in a text message and play it for you. Apple is leaning into its value prop around privacy, betting that consumers will choose an assistant that keeps personal data on-device over one that sends it to the cloud. 

Opinion: Siri can find my hotel confirmation email, huh? Cool story, Siri. Companies like OpenAI, Anthropic, and Google offer full-blown agentic tools that can write code, navigate apps, and handle complex work tasks.

Maybe the “Siri is private” messaging will earn them some market share from Apple loyalists and AI skeptics. But if these users peel the Apple even just a little bit, they’ll see the hypocrisy of it all: Apple is railing against Google publicly about privacy while using Google’s AI models behind the scenes.

OpenAI filed for its own IPO and eyes a potential price war🔒
Sources: The Wall Street Journal, New York Times
June 8th-10th, 2026

Summary: OpenAI confidentially filed for an IPO this week, following Anthropic's filing last week. (SpaceX, which includes xAI, is also hitting the public market today in what is being called the largest stock debut ever.). OpenAI is far from profitable; it pulled in $13B in revenue last year but expects to spend $115B over the next four years. OpenAI’s burn rate is 14x Anthropic’s. While it struggles with profitability, OpenAI is also considering significant cuts🔒 to its pricing to steal customers from Anthropic. OpenAI expects Anthropic to do the same. OpenAI's Sam Altman recently acknowledged that ballooning AI bills are becoming a major problem for its customers. OpenAI is also trying to scale ads quickly, with ChatGPT ads going live in the UK🔒 this week. Some suspect that OpenAI is laying the groundwork to open another revenue stream by eventually selling ChatGPT referral traffic to brands.  

Opinion: Cheaper AI means the ROI on AI-powered marketing tools and creative generation could get a lot better for marketers. But if consumer usage revenue gets squeezed, OpenAI has to nail the ad model, which will become critical to a successful IPO. It’s a very tricky needle to thread for OpenAI. 

New Products & Features 🚀

What It Does: Anthropic's latest model step change, from Opus 4.x to Fable 5.x, is built for difficult, multi-step work across coding, research, and data analysis. In one early test, Stripe used it to complete a two-month codebase migration in a single day. It costs less than half the price of its predecessor. Anthropic also launched Claude Mythos 5, which runs on the same model as Fable 5 but with fewer restrictions in certain areas; it's currently limited to select cybersecurity partners and biology researchers.

Quick Take: Let’s say it again: More capability at lower cost means the ROI on AI-powered marketing tools and creative generation could get a lot better for marketers. 

Advertisers using AI more, creating tons of demand, hitting token limits, not wanting to pay more, creating pricing pressure, precipitating a pricing war between the AI companies, which then need to launch ads to subsidize costs for … advertisers, is quite the full-circle moment for the ad industry. 

What It Does: ChatGPT advertisers can now connect their campaigns to LiveRamp's Conversions API, which measures whether ads on the platform drove purchases🔒 in physical stores. Online conversion tracking is coming next. The integration requires no minimum spend and is available now. Several large US enterprises tested an early version last month.

Quick Take: OpenAI needs to make performance advertising work. The key to making performance advertising work is measurement. No wonder OpenAI is trying to increase its attribution credit by setting up this partnership with LiveRamp (which, remember, is now owned by Publicis). 

What It Does: NIVO is an agentic AI system, built on Innovid's ad serving platform, that automates campaign workflows from brief to launch. Specialized agents handle creative, trafficking, QA, reporting, and optimization. Early pilots with brands including FanDuel and Canvas Worldwide showed up to 90% faster campaign setup compared to manual processes.

Quick Take: Every ad tech vendor is launching agents within their platforms right now. The real test is how well the agents work across the messy reality of a marketer's full tech stack. Interoperability and agentic protocols will be key enablers.

What It Does: Hearst Magazines added an AI layer to AURA, its proprietary audience platform, which already powers one in three Hearst campaigns. AURA IQ analyzes Hearst’s first-party data and behavioral and contextual signals to generate audience targeting and campaign recommendations on the fly. It debuts at Cannes later this month.

Quick Take: Publishers need anything they can get right now. Might as well try to speak some Aura into existence!

The Setup: Mobile platform Unity knew a lot about its 256M gamers in the US, including what they played, how often, and how they engaged. But Unity couldn't translate that knowledge into something useful for brand advertisers, since it was stuck in mobile environments. Brands running cross-channel campaigns couldn’t access Unity's audience outside of gaming environments or connect their own customer data to it.

The AI Solution: Unity partnered with Optable to build Audience Hub, a platform that uses AI to turn gaming behavior into targetable audiences across mobile, CTV, web, and digital out-of-home. The AI analyzes signals like game genre, session patterns, and player engagement to build audience profiles matched to specific advertiser goals. Brands can also securely match their own customer lists against Unity's audience to find existing customers or reach people who look like them.

The Results:

• A public sector campaign saw 140% higher engagement using genre-based targeting

• A targeted interactive ad format campaign delivered 290% more clicks and 193% higher engagement versus a standard audience-targeted campaign

• Performance improved over time as the platform learned which gaming signals correlated most strongly with results

Why It Matters: Gamers are a massive, highly engaged audience that many brand advertisers haven't fully leveraged. If your brand targets men 18-34, parents, sports fans, or tech enthusiasts, there's a good chance a significant chunk of them are gamers. 

Your Action: Do you target gaming audiences? If not, should you? Open your AI tool of choice and paste in this prompt, swapping in your own audience details:

"My brand sells [premium athletic apparel] to [men and women 25-40 who are fitness-focused, follow sports, and skew higher income]. Based on what you know about gaming audiences in the US, how much overlap is there likely to be with my target audience? Which game genres would index highest? And what's the strongest argument for and against adding gaming inventory and audiences to my media plan?"

The response will give you a starting point for the business case. If the overlap looks strong, take it one step further: Paste in your last campaign's audience segments and ask the AI tool to identify which ones are most likely to over-index in gaming environments. That output could become your brief for a conversation with a gaming publisher and a defensible rationale for test budget.

Other Notable Headlines📌

​​State Farm is using AI to post real-time game commentary during the NBA Finals🔒 - The brand's new spokescharacter Stan posts live reactions on X as the game unfolds, with humans writing the commentary and Google's AI tools turning it into animatronic video clips in real time. 

Why your brand campaign may not be ready for AI Max - Google reps are pushing advertisers to enable AI Max (AI tools for search ads) on brand campaigns to maintain visibility in AI Overviews, but independent tests show mixed results and the controls don't always work as advertised.

How Warner Bros. Discovery is using AI for ad sales🔒 - The company is consolidating what was once five or more separate buying systems into a single interface with AI agents layered on top. AI is also helping marketers identify brand-safe contextual placements in live news, a channel many have historically avoided.

Gartner says AI-powered disinformation is becoming a brand risk CMOs can't delegate - AI makes false narratives cheaper to produce, easier to personalize, and faster to spread. The brand damage is real regardless of whether the content is true.

New York’s AI advertising regulation goes into effect. Are you ready? - Any ad featuring an AI-generated person distributed in New York now requires a visible disclosure, regardless of where the brand is based or who the ad is targeted to. 

Dentsu revives 360i as a lean, AI-native social unit🔒 - The agency brand, shuttered four years ago, is returning as a small specialist team built around AI from the ground up, not retrofitted like most of its competitors.

Minerva launches AI marketing platform with $20M in funding - Built with OpenAI, the startup lets marketers automate campaign workflows using enriched first-party data, with early customers reporting 3.4x improvement in paid media ROAS.

Magnite launches Orchestration, an agentic ad buying platform - The system lets AI agents on the buy and sell sides connect directly to transact on premium inventory, with Dentsu and DIRECTV Advertising among the first testers.

Amazon makes its case for why agentic shopping is the future of advertising - In a blog post, Amazon argues that conversational AI ads are more valuable than traditional formats because they capture expressed intent in natural language, can complete a purchase without a click-through, and offer closed-loop measurement from impression to conversion. 

That’s It For This Week 👋

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