Mondelez overhauls its $3.5 billion digital commerce strategy in era of AI search

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When Mondelez learned their retail partners were expecting 30% of their site traffic to be agentic by 2028, the company stopped and paid attention. 

AI was upending the way people searched for products online, and the CPG brand was faced with a decision to make: overhaul its digital presence or risk falling behind in the age of agentic commerce.

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What OpenAI’s TBPN deal reveals about branded entertainment’s limits

Brands are building in-house entertainment studios on the promise that great content earns the audiences advertising can’t buy. OpenAI just revealed what that promise actually costs. 

Last week the AI company acquired TBPN, a daily tech talk show that streams live on YouTube, X and other platforms, in a deal the Financial Times reported in the low hundreds of millions of dollars. For a company that has spent the past year acquiring an AI device startup and shutting down its own video generation product, buying a three-house live show seemed, at a minimum, like an odd use of capital.

Sam Altman, OpenAI’s CEO, didn’t see it that way.

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