What The Future Of Google Looks Like

Busy week in search-land.

So Google finally rolled out some kind of AI reporting (if you can call that reporting), and the Competition and Markets Authority (CMA) announced some new measures Google must take to restore some level of parity with publishers and search results.

Introducing Search Generative AI performance reports in Search Console
Where’s the blue line fellas? (Image Credit: Harry Clarkson-Bennett)

“Conduct requirement introduced today gives publishers more control and stronger bargaining power over the use of their content…”

CMA

This is, in fairness, a world-first. Clearly a step in the right direction. But that’s all it is, a step.

We have AI reporting without clicks for, I presume, obvious reasons. Publishers can opt out of AI Overviews – a nice-to-have – but unless this is done at scale, there’s very little bargaining power here, and the onus is on publishers. Although I will say allowing publishers to opt out of their content being used for the “fine-tuning” of AI models is, obviously, a good thing.

Oh, and Search profiles launched “to help publishers and creators highlight their work on Search.” This might seem small, but it’s a huge part of the future of search. It’s why I don’t hate the “search everywhere optimization” moniker. Search is broader than ever.

“Search profiles give publishers and creators a central place to showcase their latest articles, videos and social posts. People can easily follow sources from their profile, so they’re more likely to see that content on Discover…”

LLMs have restructured the open web. Your way of accessing and retrieving information has fundamentally shifted. Entity SEO – the connections you can build around your brand (personal and professional) – is more important than ever. You cannot afford ambiguity anymore. You have to build a profile. With real people. In multiple places.

Positive first steps. There are many to go.

Financially, How Are They Doing?

Errr … pretty well.

Total revenue for 2025 came in at $402.8 billion, up from $350 billion in 2024 – the first $400 billion year in Google’s history. Larger than the GDP of Portugal. The company also delivered its first-ever $100 billion quarter in Q3.

Google's all time stock graph
Image Credit: Harry Clarkson-Bennett

A more robust view of their annual reports shows a few things.

  1. Google Search & other – $224.5 billiob (+13.4%).
  2. Google Subscriptions, Platforms & Devices – $48.0 billion (+19.1%).
  3. Google Cloud – $58.7 billion (+35.8%).
  4. YouTube’s annual revenue surpasses $60 billion.
A breakdown of Google's revenue based on each business line
Almost everything is growing hugely across the space of a year (Image Credit: Harry Clarkson-Bennett)

Search is still Google’s largest revenue line by some margin. A rise in zero-click searches, keeping people in its system, is clearly a good thing for its advertising business model. Thanks to data from Seer Interactive, we know that AIOs caused the CTR (and cost) of PPC advertising to respectively decline and increase over this time. Albeit this appears to have leveled out.

Cloud revenues jumped from $43.2 billion to $58.7 billion, primarily driven by growth in infrastructure and platform services. Google Cloud ended 2025 at an annual run rate of over $70 billion, with demand driven by AI products, and nearly 75% of Google Cloud customers had used Google’s vertically optimized AI.

YouTube’s dual revenue model may be Google’s plan for search. Its advertising revenue grew from $36.1 billion to $40.4 billion last year, and subscriptions give it unparalleled resilience. Unlike Search, YouTube’s creator economy is still booming.

It’s a product that works on both fronts.

Finally, and most importantly in my opinion, Google’s subscription-based products are its fastest-growing non-cloud segment. Consumer subscriptions exceeded 325 million across Google’s services, thanks to Google One and YouTube Premium adoption. This is a parallel revenue line for Google – one where advertising matters less.

The open web becomes less important as an intermediary because of it. It enhances their ability to lose money on advertising. They are building resilience.

Google also has a sneaky line item in its 10-K in the OI&E section (Other Income and Securities) labeled as non-marketable equity securities. Google has invested $3 billion in Anthropic up until this point and has $24.1 billion of unrealized gains over the same time period.

As a private company investment, fair to say this kind of circular investing is purposefully difficult to quantify. Google has now committed to investing $40 billion in Anthropic.

Will AI Mode Become The Default?

I suspect AI Mode becomes the default search experience for most people and a significant number of searches. People like the conversational interface, and once they figure out advertising and reduce the cost of running it, I’m sure it will get rolled out more aggressively.

Thanks to data shared by Aleyda Solis (and Rand Fishkin), we know AI Mode’s usage more than doubled in the U.S. in a single quarter. In Europe, it grew even faster. Overall share remains below 0.25% in both regions. The pessimist in me thinks that’s a bit crap. The optimist would say there’s room for growth.

  • In the U.S., Google AI Mode’s share of desktop events grew from 0.06% in December 2025 to 0.16% in March 2026. A 2.5x increase in one quarter.
  • In the EU and UK, growth was sharper: 0.06% in December to 0.21% in March, nearly a 4x increase over the same period.
  • By March 2026, EU and UK adoption had overtaken the U.S. (0.21% vs 0.16%), despite AI Mode launching later in Europe.

Sundar is bullish on the topic. He claims Google is creating a seamless transition from 10 blue links towards AI Mode, and people are enjoying it. But it’s not an overnight change. You aren’t going to flick the switch on a 200+ billion advertising model when the alternative is so untested.

Particularly when your competitors are financially floundering somewhat, beautifully described by Gary Marcus as tokenmaxxing. The immediate risk is somewhat lessened.

And worth remembering that 44% of Google searches are navigational. Is that a strong proposition for AI and far more computationally expensive conversational search?

Maybe. Maybe not.

We’ve seen a notable uptick in AI Overviews appearing for branded searches, and research from Kevin Indig showed that people are, in many cases, just looking for top-of-the-funnel information at this stage in their journey. And we don’t want to click on websites.

So the navigational click is being replaced by an in-SERP navigational assessment. If Google can fulfill your need in their SERP, you can bet your bottom dollar they will.

Absolutely worth watching David’s explainer video on the future of the value exchange and how to understand the value of your content in Google’s eyes and your own. This is foundational for publishers moving forward.

Why AI Mode Might Not Be The Default Experience

Hugging Face estimated it costs about 30 times as much energy to generate text versus simply extracting it from a source. While that isn’t revenue as such, computational power correlates pretty closely with cost.

Right now, AI offerings are computationally expensive, much less monetizable (although I’m sure that will change), and won’t be picked up by great swathes of the population.

If you had a more expensive product that specific people or cohorts of people weren’t using (and are unlikely to use), would you push them into using it? Or would you just primarily give them what they’re used to? Could that group’s margin support your expensive expansion?

If you’re familiar with the stages of technology adoption, you get a sense of who adopts it, when, and why.

Innovators and early adopters are far likelier to be younger. People whose brains have enough plasticity to continue to change. In AI Mode’s case, I suspect those in the conservatives and skeptics sections will never use any kind of LLM.

If you don’t believe me, ask your parents what ChatGPT is. If they do use it, I’m fairly confident it’ll be for something either completely banal or psychologically worrying.

Google’s ability to understand the intent behind the search (and the user) will form a key part of the search giant’s revenue modelling. The more effectively they can do this, the less computational power they will spend.

Why News Holds Firm

AI Overviews do not supersede a Top Stories block. There are two theories here:

  1. Google has decided to create a safe haven for publishers (highly unlikely).
  2. AI cannot accurately or fairly represent fast-moving, immediate stories effectively (no one has cared about accuracy so far).

So, news, for now, is resilient to AI. It is filed under the type of content that still adds real and obvious value. Tools, products, real, human interest stories, stories with unique data and research that cannot be effectively delivered by an LLM, and real, expert-led opinion from people we trust.

Whisper it quietly, you might even get a click from it.

To show Top Stories resilience, I ran a couple of thousand queries, pretty newsy queries through DataforSEO, extracted the structured data, and represented it in a column graph of queries by category with an AI Overview or Top Stories. This is a tiny sample size, but it’s representative of larger ones I have seen and run.

AI overview vs Top Stories test data infographic
Just 28 queries (1.5%) had both an AIO and Top Stories block present at the time of checking. (Image Credit: Harry Clarkson-Bennett)
  • Branded queries had the lowest number of AIOs, albeit there were only 50 branded queries in the mix.
  • News/entity type queries (primarily people, places, and organizations) had the second lowest number of AIOs, with just 19%, with 34% served by a Top Stories box.
  • Informational queries have the highest percentage of AIOs.

Typically, this is when queries like [China Venezuela] can be well served with an AIO – because there’s significant evergreen search volume, or the news story has died down and can be effectively synthesized via an AI response.

The top “news” story was from January this year (Image Credit: Harry Clarkson-Bennett)

If you want to truly run some quality risk and exposure mapping, I find it helpful to create category risk scores by entity type. You can expand this to content categorization too.

Risk by query category based on the percentage impacted by AI Overviews in Google search
News queries are still pretty resilient (Image Credit: Harry Clarkson-Bennett)

On the rare occasion that you see these beasts co-exist in the wild, I believe it only occurs when the news agenda for said topic has dropped off enough that an AIO can replace it.

Google Discover’s Competitive Advantage

We have a pretty good idea about how Google Discover works.

One of its strongest capabilities is the cohort-driven story rollout.

  1. Person A is similar to person B.
  2. Person A loved and engaged with said story.
  3. Said story is shown to person B.
  4. Person C also shares a similar characteristic and is shown the story.

People are classified based on what they like. Google builds groups. These groups form the foundations of virality.

Like almost any social media algorithm, Google Discover is Google’s way of hooking people into search with an algorithmic feed. And I think it could have significant potential for the future of the SERP.

When the time’s right, you will be shown incidental content you didn’t even know you wanted to read. And you will click it.

So What Does This Mean For The State Of The SERP?

Diversity. Zero-click search is overblown, albeit I think zero-click marketing is the present and future. Whether the public discourse about AI is the long-term projection of it or not, not everybody blindly trusts LLM responses. They trust people and want to make their own decisions.

AI is just part of the journey. Maybe more precisely, it summarises it in its entirety.

Younger audiences use publisher websites differently. It’s less about browsing the whataboutery of the day and more about validating nonsense they’ve seen on the slop-filled internet. Even Google isn’t immune – younger audiences are less engaged with the platform.

In some ways, Google has been forced into making a change.

Google’s ability to show each user the most appropriate SERP will have a significant impact on its bottom line. Local comparison results like the below – [best hotels in London] – have been tough for publishers for a long time. AI or not.

Best hotels in London SERP
Even now, some ultra-competitive, ultra-commercial queries haven’t been impacted by AI (Image Credit: Harry Clarkson-Bennett)

To me, it’s interesting there’s no AI experience here. Because this middle of the funnel comparison query is ripe for a longer, more conversational search. So I don’t think all is as brazen as it seems. Money still matters.

If you have followed the SGE for some time, this has always been the likely outcome. Or at least the final iteration, to the best of our knowledge. A results page that encompasses:

  • Deep personalization.
  • AI-powered snapshots.
  • Shopping.
  • Map packs.
  • PAA sections.
  • Discover like “we think you’ll like” article cards.
  • Reviews and trust-like content from forums.
  • Top Stories.
  • Traditional 10 blue links.

In my opinion, these will all form a part of most SERPs. News-driven searches will continue to have a Top Stories block (unless AI is capable of dealing with real-time content – make sure you understand RAG in this context). Comparison-related searches will have a rich, AI-led experience, interspersed with review-type content from brands and forums. Local searches will lead directly to map packs, and longer, more conversational queries will take you straight to AI Mode.

What you choose to create all comes down to value. Value doesn’t have to mean revenue in the form of sales, subscriptions, or advertising. It could lead to newsletter signups, internal link clicks that you know lead to greater audience retention, improved visibility in AI systems.

You just need to have the right KPIs in place for a zero-click world. I’m sure you don’t want your success to be tied to metrics that will inevitably go down. If you want to influence senior figures and newsrooms, you need a sure footing.

A Subscription-Led Model May Be The Future

Worth noting, the financial success of Google’s other products is subscription-led. Subscription revenue is more valuable to a business than most others – it is predictable, measurable, and consistent.

It’s very plausible that Google bundles AI Mode and several other AI-led products into a single subscription. Tokens are becoming more expensive. The ad model may never work for AI Mode, and a hybrid advertising/subscription model may be their best route forward.

Which, IMO, may not be a bad thing.

More Resources:


Read Leadership In SEO. Subscribe now.


Featured Image: Master1305/Shutterstock

SEO Panel Agrees: Brand Is The New Backlink For AI SEO via @sejournal, @martinibuster

A panel of SEO professionals at WordCamp Europe recently discussed how AI is changing search and what businesses should do to remain visible. While they sometimes disagreed about whether AI changes SEO or if this is just another stage of its evolution, they largely agreed that success increasingly depends on four key fundamentals that are true to both AI and organic SEO.

The panel consisted of:

  • Alex Moss, Principal SEO at Yoast SEO
  • Pam Aungst Cronin, owner of Pam Ann Marketing and Stealth Search and Analytics
  • Jovana Smoljanovic Tucakov, Content and SEO Lead at Melograno Ventures
  • David Cuesta, founder and CEO of AMDSEO.es.
  • Host of the panel: Kacper Bartoszak (LinkedIn)

AI Is Changing SEO, But Not Everyone Agrees How Much

The context of the first question to the panel was within the context of the recent announcement at Google I/O that the search box was transitioning to an “intelligent Search box,” which means that it easily transitions to AI Mode or AI Overviews. The question was if that changes anything for the WordPress community and for SEO.

Screenshot Of Alex Moss of Yoast SEO

Alex Moss planted his flag on the idea that the fundamentals of content and human-facing considerations still hold.

He said:

“Scaling content is a really good example. If …you’re questioning how much to scale, you shouldn’t be doing it. And if anything, you should be just doing, as Google say, unique quality, non-commodity content intended for humans.

Agents know that they’re not the end user, they’re just a gateway to the end user, which is the human. So it still has to adhere to some of those rules.”

Google’s Danny Sullivan recently discussed how it may not be a good strategy to rely on commodity content. Commodity content is content that is generic in nature and lacks a unique human viewpoint or any other value add.

David Cuesta, of AMDSEO.es (Spain), had a different way of looking at it, insisting that AI Search has raised the bar on what kind of content will succeed.

Screenshot Of David Cuesta

SEO Is Becoming Harder To Separate From Marketing

The panelists were aligned on the point that SEO is becoming increasingly connected to branding, marketing, and overall business visibility. Several panelists argued that success in AI search depends on a broader set of signals than rankings and keywords alone.

Jovana Smoljanovic Tucakov lead this part of the discussion:

“I feel that before, SEO teams and SEO specialists were really looking like niche things and looking to SEO like just one part of the puzzle and they were not looking the entire picture of marketing. And today, I believe that in order to do good SEO, GEO or whatever and be included in AI generated answers, you need to look at SEO and marketing as a whole.

So you need to approach it as like brand strategy, product marketing, SEO tactics we were already using, but just like upgraded on much higher level.

And I am very optimistic about that because that makes me happy because SEO is finally getting the place it deserves.”

Screenshot Of Jovana Smoljanovic Tucakov

Even in the early days of SEO, SEO always felt like it should be merged with marketing. As early as 2004, I was engaging in brand building for B2B software companies because a company that counts Fortune 500 companies as clients can’t be doing link exchanges, a popular tactic in those days. So I had to be creative, and I found that many brand building strategies I pioneered for these companies were effective for growing a small company to a point where it could have an IPO.

Brand Is The New Backlink

Pam Aungst Cronin agreed with that assessment, remarking that many people are saying that SEO is changing, but she insisted that SEO has always been evolving. She described GEO as a layer built on top of traditional SEO rather than a replacement for it.

Screenshot Of Pam Aungst Cronin

Then she started talking about the importance of branding for SEO and AI search:

“But the other and I think biggest part of that new layer is the branding. Because if you think about it, we used to optimize for traffic, and well, we still do.

But when the user doesn’t have to do the click to find the information and synthesize the information themselves, when the AI is doing that for them, we’re really not chasing or shouldn’t be chasing the clicks as much anymore.

We should be chasing the citation being recommended by the AI summary of the information that’s out there. And that’s where it gets so much broader, like you’re saying with the branding.

My thing I’m telling everyone now is, brand is the new backlink. That is what really you need to think about.

…But branding is just such a bigger thing, and it’s about awareness building. That’s what you need to do to get the AIs to recommend your brand.”

Businesses Need To Be Easier For AI To Understand

When the discussion turned to practical advice, the panelists focused on a common theme: Businesses need to make it easier for AI systems to understand who they are, what they offer, and why they are different from competitors. The recommendations varied, but they consistently emphasized accuracy, consistency, and clear differentiation.

Alex Moss emphasized:

  • structured data
  • Entities
  • And data integrity.

Data integrity refers to how clearly information is presented. The less work AI systems need to do to interpret it, the less likely they are to produce inaccurate answers.

That concept he was talking about is also known as disambiguation, where you take action to make everything about a web page less ambiguous, from the semantic HTML to the headings, content, and site structure, also known as site architecture.

Jovana Smoljanovic Tucakov focused on product positioning. She said strategic pages should clearly explain what a product does, whom it serves, what problems it solves, and why customers should trust the claims being made.

She also stressed consistency across websites, PR campaigns, social media profiles, and other external mentions.

David Cuesta approached the issue from the perspective of smaller businesses. Established brands already have recognition and authority, but smaller companies need to work harder to distinguish themselves. He recommended focusing on unique content, local visibility, social amplification, and creating something that competitors cannot easily replicate.

Human Experience Is Becoming More Important

The panelists repeatedly returned to the idea that AI systems are becoming better at identifying generic content and rewarding information that reflects real-world expertise. That led to a discussion about Google’s emphasis on experience and why firsthand knowledge may become one of the hardest signals for competitors and AI-generated content to replicate.

Pam Aungst Cronin pointed to Google’s addition of the second “E” in E-E-A-T as evidence that experience is becoming increasingly important.

She argued that many businesses misunderstand Google’s emphasis on experience. She said that adding an author biography is not enough. Instead, content should contain firsthand observations, projects, events, examples, and experiences that explain how expertise was acquired.

According to Cronin, this is where businesses can create information that AI systems cannot easily reproduce.

The broader message was that AI can generate content, but it cannot generate genuine personal experience.

AI Search Visibility Tactics

As AI search becomes more important, a growing number of tactics have emerged that promise to influence AI-generated answers. The panelists largely rejected the idea that long-term visibility can be achieved through shortcuts, although they differed on whether some promotional tactics can still provide value.

Jovana Smoljanovic Tucakov said businesses should stop looking for ways to trick search systems and focus instead on quality, products, users, and marketing.

Pam Aungst Cronin used Reddit as an example. Rather than viewing Reddit’s visibility as a loophole, she argued that Reddit succeeds because it contains authentic human experiences. AI systems often seek original information sources rather than recycled summaries.

David Cuesta said some promotional activities can still help build awareness and momentum, mentioning public relations campaigns, which he called brand campaigns. He said that while some of this may result in nofollow links, he shared that it helped with visibility.

Cuesta explained:

“Many times it’s all links that are nofollow, but that they are working very good positioning in the AI.”

AI Agents Could Become The Next Search Interface

The most speculative part of the discussion focused on what search might look like five, ten, or even fifteen years from now. While the panelists had different predictions, they generally agreed that AI agents are likely to play a larger role in discovery, research, and decision-making.

Pam Aungst Cronin predicted that AI agents will increasingly handle research, comparisons, and transactions on behalf of users. In that future, websites may function less as destinations for people and more as interfaces for software agents.

Alex Moss argued that the future depends heavily on context. Consumers may be willing to let AI purchase routine items, but larger purchases involving significant money, risk, or personal preference will likely continue to involve direct human evaluation.

David Cuesta suggested that AI agents may increasingly coordinate appointments, scheduling, and planning, even when people remain responsible for final decisions.

The panel agreed on one point: nobody knows exactly what search will look like in ten years.

Takeaways

The panel’s central takeaway is that SEO is not disappearing, but it is increasingly merging with branding, marketing, reputation, and user experience.

AI systems increasingly reward:

  • Clarity
  • Consistency
  • Uniqueness
  • And demonstrated expertise

The panelists agreed that businesses that build recognizable brands and publish genuinely useful, experience-based content will be better positioned for both traditional search and AI-driven discovery.

Watch the WordCamp Europe SEO panel: The Future Of SEO

Why Your Product Feed Is An SEO Asset (And Who Should Own It) via @sejournal, @demirie

The product feed has historically been firmly in the domain of PPC teams, and for good reason. After all, for decades, feeds have been the basis for Shopping and the Paid side of this equation is where the biggest spend and revenue sit.

For an SEO, it was enough to check Google Search Console Shopping Results, and Bob’s your uncle.

Not anymore.

Product feeds have (not so) quietly become one of the most structurally important data assets in ecommerce – for paid, organic, and now agentic. They shape how Google interprets product pages across channels, how discrepancies between different product and category points get resolved, and increasingly, how AI evaluates and surfaces products to users.

The feed has outgrown single-team ownership because its surface area has expanded. And, SEO teams have been largely absent from the conversation.

The irony is hard to ignore: The industry is obsessing over duplicating our websites in markdown and llm.txt files while neglecting the one asset Google explicitly calls out in their new generative AI search guide as critical for product visibility in AI responses –  the Merchant Center (and by extension the feed).

This piece is about why that needs to change, what happens when we keep to the status quo, and what it looks like to put it into practice.

The Unholy Trinity: 3 Systems, 1 Goal

At last year’s Search Central Live, Google had a running joke about this. You add a standard to unify the standards, only to end up with an even bigger mess.

Rather than one unified system for understanding your products, Google is actually managing three distinct layers of data that have different rules, different structure, and, of course, different teams managing them on the organizational end.

First, you have the Product Feeds. These are the manual files you push to:

  • The Google Merchant Center (GMC) contains your core attributes like titles, GTINs, and prices.
  • The Manufacturer Center containing richer, more detailed product information

This is a parallel data structure that exists entirely independently of your website.

Next is the on-page structured data. This is most commonly JSON-LD markup tucked away in your code, designed mostly as a point of feed verification but also directly powering some of the ecommerce rich results. And, schema.org is also not the only player in town here. This came up repeatedly at Search Central Live last year, where Google explicitly referenced GS1, UN/CEFACT, and other ontologies.

Finally, there is the Website itself. This is the actual rendered page that a human sees or the machine-readable version that an agent sees, which it verified against the other two sources.

The friction comes from the fact that these systems play by different rules and are read differently by humans and machines.

Google is well aware that this setup is a headache. Back in 2024, they even discussed the possibility of unifying schema markup and feed data to simplify how merchants provide information. The goal was to move toward a more integrated processing system.

Until that unification actually happens, you are stuck managing three separate layers. And, that’s the issue.

Time and again, we see brands with feeds in complete disarray with schema that says something completely different and a website that contradicts both. This then forces Google (and agents) to make a judgment call.

Usually, that call doesn’t go in your favor.

Accuracy across all three isn’t just a “nice to have” anymore; it is the baseline for being discoverable and purchasable. And, a lack of harmony between them can sink your business results.

When It All Goes Wrong

Anyone working in ecommerce has seen a long list of issues that arise from this unholy trinity.

Some are easier to fix than others because they fall into a shared mental load between the teams. One excellent example of this is feed product titles. Time and time again, PPC managers use SEO-optimized titles to tweak their product feeds using rules or supplemental feeds. They understand that the SEO team has spent hours doing keyword research and tweaking the meta to fit search intent.

That kind of informal knowledge-sharing works well when the asset already sits within both teams’ remit.

When a PPC manager sees a disapproval spike, their diagnostic instinct naturally goes to feed attributes, quick website check, bid strategy, policy violations … all within their domain. And, that’s not a failure of skill; it’s a failure of scope. More often than not, they fix what they can see, escalate what they can’t to dev, and SEO never gets the call. Not because the structure failed, but because no single channel team has visibility across all three by default.

To illustrate the point, here are two recent examples from my agency of how this plays out in practice.

Schema, Feed & Website Misalignment

There are attributes that are nice to have and can help your products perform better on organic and paid listings.

For example, let’s say you are an ecommerce shop that also sells striped women’s dresses. On those products, you could use g:pattern in your feed and an equivalent Pattern Schema.org Property within Product schema type. Adding it to both might help you a bit when appearing for searches such as [striped women’s dress]. Or you might appear for those searches anyway. It’s likely that your website or feed/schema titles have some data on the pattern in the text anyway. Your products definitely won’t get disapproved in the GMC if you skip adding them to the feed or the schema.

Price is not one of those nice-to-have fields. It is an essential attribute in your feed, markup in your structured data, and information point on your website.

Recently, we have noticed across several ecommerce clients how much Google is cracking down on this. Products being disapproved in GMC left, right, and center because of the mismatch in price between the three layers.

One such example is our client working in office furniture, whose products started to be disapproved en masse recently.

Products like this one, where the website said £34.80, the price in the main feed was £34.80 GBP, and the Merchant decided the price was £33.54.

Google Merchant Centre product listing screenshot showing Slimline Wedge product with wrong pricing
GMC product listing screenshot (Image from author, June 2026)

And, when we looked at the schema, we were faced with a 4th price of £29.

The schema markup on the same product page, outputting an ex-VAT price of £29 — the figure Google used to overwrite the feed via automatic item updates.
JSON-LD schema markup screenshot for the same product (Image from author, June 2026)

The schema markup on product pages was outputting the ex-VAT price rather than the inc-VAT final price, along with a priceValidUntil field.

Google uses schema to verify and sometimes overwrite feed prices via automatic item updates, which is why the wrong figure was showing in GMC and why all those products ended up on the disapproved list.

This is the kind of issue that only surfaces when someone has visibility across both systems.

And, this is an easy one to spot! Things get even more complex with fields that don’t have a direct schema equivalent or have different rules.

For example, fields such as availability.

In a GMC feed, Google accepts four standard values:

  • In_stock
  • Out_of_stock
  • Preorder
  • Backorder

Both preorder and backorder require an availability_date attribute –  the expected date the product will ship or be available.

On the schema.org side, the equivalent is the availability property on an Offer, which uses a different vocabulary:

and so on. If you’re managing these separately – feed in one team, schema in another – the chances of a mismatch are high.

Navigating the Variant Gap (item_group_id vs ProductGroup) is another example here and likely one of the most complex areas to align. Largely because feeds and structured data handle them through completely different architectures.

In a Google Merchant Center feed, product variants are submitted as a flat list, tied together by a shared item_group_id. On-page schema requires complex, nested parent-child relationships using the ProductGroup schema, alongside properties like hasVariant and variesBy.

Because an ecommerce site might have a feed that is massively larger than its indexable product pages, variant mapping will break down if the PPC team manages the flat feed while the SEO team builds the nested schema in isolation.

Infrastructure Failure

Price mismatches and schema conflicts are frustrating, but at least they’re visible. You can audit them, find the discrepancy, and fix it.

An infrastructure failure is different and, in some ways, more alarming because everything in your data can be perfectly aligned, and products will still disappear.

GMC product status chartProducts moving from approved to not approved at scale almost overnight
GMC product status chart (Image from author, June 2026)

In one recent case, we saw a client’s products move from approved to not approved at scale almost overnight. The feed was fine. The schema was fine. The website was fine.

But a configuration change to the client’s CDN security settings had inadvertently begun blocking Google’s crawler. Bot protection rules, designed to defend the site, were treating Googlebot as a threat. With the website layer inaccessible, Google couldn’t verify it against the feed and schema data it already held, and with that verification broken, products were pulled.

While the fix was pretty straightforward, identifying the cause was definitely not. A PPC manager would have seen the disapproval. But, only someone thinking across crawl behavior, feed health, and site infrastructure simultaneously would have found the root cause.

SEO Case For Shared Feed Ownership

The old logic was simple: Merchant Center is primarily Paid Shopping, Shopping is PPC, therefore the feed is a PPC problem. This type of thinking is increasingly outdated.

Merchant Center handles paid and free listings, feeds impact rich results, the Google Shopping Graph, and now agentic ecommerce. It’s the infrastructure for your entire product presence. But infrastructure is only as good as the data running through it, and right now, too many feeds are riddled with issues.

Shared ownership isn’t a redistribution of credit. For PPC teams, it means fewer disapprovals to firefight, cleaner attribute data to optimize against, and a diagnostic partner.

SEOs need to be in the room when decisions are made because:

Feed Data Is Written For Databases, Not For Searchers

When SEOs aren’t involved in feed management, the feed stays as whatever the platform exports. And, that’s not always driven by search behaviors. Way too often, what the various feed plugins spit out are generic titles, approximate categorizations, and thin attributes.

This is the failure that doesn’t show up in the Merchant Center.

At best, PPC teams are quietly patching this with feed rules or supplemental feeds, both legitimate tools in the right context, with their own optimization logic, but neither designed to compensate for a primary feed that was never built with search intent in mind.

The feed is technically healthy, but if not dealt with,  it’s also commercially invisible.

Treating the feed as a search asset rather than a data asset means front-loading titles with high-intent keywords, refining taxonomy so products aren’t buried under generalized categories, ensuring attribute depth matches how customers actually filter and query, and maintaining the kind of ongoing hygiene that stops ghost products quietly disappearing from results.

These are things SEOs do instinctively elsewhere; they just rarely get asked to apply them here.

Structured Data Is The Hidden Variable Across Paid, Organic & Free Listings

When our clients’ price mismatch surfaced, my PPC team could see the disapproval. What they couldn’t see was why, because the answer was in the schema, and schema isn’t a PPC domain.

The blast radius also doesn’t stop at paid. The same schema error affects free listings, where Google pulls directly from GMCIn a GMC feed, Google accepts four standard values and applies the same validation logic.

And it affects organic rich results – price, availability, review count appearing in standard SERPs – which are driven by on-page structured data and carry no disapproval mechanism to flag when something is wrong. Incorrect information just surfaces silently.

I found this because I was in the room. If SEO isn’t co-owning the feed, there’s no reason anyone ever looks at the schema when paid goes wrong. And, no reason anyone connects the dots to what it’s doing to free listings and organic rich results at the same time.

Feed Quality Is Increasingly A Signal, Not Just A Campaign Requirement

Google has been explicit that Merchant Center feed quality affects more than Shopping ad eligibility. The overall health of a Merchant Center account (things like: disapproval rates, missing attribute warnings, policy compliance…) contributes to how Google evaluates a merchant’s trustworthiness as a data source. A feed with widespread attribute gaps or recurring disapprovals is a signal about data quality at scale, affecting eligibility and display across all Google surfaces. The feed is being read as a proxy for how reliable you are as a data source.

Google has also formalized this through the Shop Quality program, which evaluates merchants against each other across signals, including approval rates, shipping data completeness, and return policy clarity. Performing well here has a direct, visible impact on listings, with the Top Quality Store badge appearing on placements in both paid and organic results. This makes account health a competitive factor, not just a compliance one.

The Shopping Graph layer makes this even more consequential. The Shopping Graph now contains more than 50 billion product listings and feeds directly into AI Overviews, AI Mode, and Gemini. How reliably Google can verify and trust your product data determines your position within that graph.

To put it simply, consistency across structured data, landing pages, and Merchant Center feeds is what helps Google trust what it sees, and trust is the difference between an eligible, compelling listing and one that underperforms.

The Organic Stakes Are Changing

Organic Shopping has never been invisible to SEOs. We’ve worked on optimizing for organic shopping using strategies such as structured data and on-page elements, and reported on it via Google Search Console. We just didn’t pay much attention to the Merchant Center or the feed. And yet, this is what also powers those results.

SERP itself is also quietly restructuring around us.

The severity of this shift is brilliantly illustrated by ecommerce SEO expert Brodie Clark, who notes that Google’s search results are increasingly feeling like a product detail page in their own right. Rich results like visual product grids that take up prominent SERP real estate are cannibalizing branded search terms, particularly for brands stocked by major third-party retailers. The issue is compounded on mobile, where they can take up several scrolls before a brand’s own category pages appear at all.

This makes the feed an increasingly important data source behind a larger share of the commercial SERP.

Agentic Commerce Changes What ‘Discoverable’ And ‘Purchasable’ Mean

This is the part that’s easiest to underestimate, and where the stakes of feed neglect shift from significant to structural.

Discovery Is No Longer Only Human-Led

AI-powered surfaces like AI Overviews increasingly draw on Merchant Center data to surface products in response to commercial queries. A product with thin feed attributes and minimal structured data starts from a significant disadvantage at the discovery phase. Not just in Shopping, but in the AI layer being built on top of it.

This is no longer speculative. Google’s UCP documentation states explicitly that merchants should use their existing GMC account shopping feeds to capture high-intent customers during discovery, with UCP unlocking access to surfaces like AI Mode in Search and Gemini.

Google is already extending this further by introducing conversational commerce attributes in Merchant Center, such as compatibility, substitutes, related products, specifically designed to feed AI modes and reduce hallucinations.

Purchasability Is A Technical Problem, Not A Content One

Visibility is also only half the problem. If an AI agent then attempts to actually buy that product, it relies on a machine-readable representation of your site – the raw HTML, the accessibility tree, and rendered screenshots.

The accessibility tree is particularly interesting here. Your tree is a high-fidelity map distilling the page into the roles, names, and states of interactive elements. Non-semantic HTML,  i.e.,

soups where a < button > should be, means your “Add to Cart” CTA can’t be interpreted or actioned by the agent.

Layout instability and elements hidden behind overlays compound this even further.

The transaction fails before it even starts.

The Product Truth Layer

To complicate things further, there is also the Manufacturer Center feed, which has been quietly relevant for years but becomes structurally important in an agentic environment.

When an agent evaluates multiple offers for the same product simultaneously, it needs an authoritative source of truth, not just price and availability, but detailed and rich information that sits within the Manufacturer Feed.

Gianluca Fiorelli calls this the “Product Truth” layer, and in an agentic context, that framing has never been more apt.

Which brings it back to the unholy trinity. Feed, structured data, website – as a unified signal environment, not three separate workstreams. And why the SEO skill set, spanning all three, is the one best placed to hold it together.

What Shared Ownership Actually Looks Like

We’ve been trying to better align SEO, dev, and PPC teams since all three industries were in their infancy. Easier said than done. And, calling for “shared ownership” in feed management is no different. Implementing this is hard because it requires some structural changes to how most ecommerce marketing teams work.

Yet it absolutely needs to happen!

While I certainly don’t have all the answers, there are some practical things we could all be doing to make things easier here:

Build A Cross-Department Monitoring Layer

The CDN case is a good example of cross-team thinking in practice. The disapprovals were caught, the cause was diagnosed across all three layers, and the client received a clear explanation rather than a vague escalation. That kind of response builds trust in a way that routine reporting never does.

But it also prompted us to think about how to make that instinct a process. Stage two for us is an automated monitoring layer. One that alerts on disapproval spikes and routes that signal to SEO and PPC simultaneously, not just whoever happens to be in Merchant Center that morning. The cross-department conversation shouldn’t start after someone notices something is wrong. It should be triggered the moment the data suggests it might be.

Combine Health Catch Ups With Regular Cross-Team Feed Reviews

Brooke Osmundson makes the case for adding feed health to regular performance reviews alongside spend, ROAS, and CPA. I strongly agree!

And, I would go even further here. Make that your weekly cross-team cadence, but layer on top of it a monthly structured audit that compares feed attribute completeness against on-page structured data and website.

Use these reviews to answer questions such as:

  • Are availability values consistent across all three layers?
  • Are prices matching?
  • Are required attributes present in both feed and schema for key product types?

That’s where the real gaps surface.

A Documented Source Of Truth For Product Data

One of the root causes of feed-to-structured data conflicts is that product data lives in multiple systems, i.e., the CMS, the ERP, the feed management platform, the schema template, and nobody has defined which one is authoritative for which attribute.

For most ecommerce teams, the answer is “the feed wins,” because it’s the most structured and most regularly updated source. Make this explicit and start ensuring schema is generated from or validated against the feed rather than just spat out by a Schema plugin.

SEO Involvement In Feed Architecture Decisions

When a development team is setting up a new feed management solution, SEO should be at the table.

Not to veto decisions but to ensure that feed attribute choices, the website, and structured data implementation are being made with a shared understanding of how Google reconciles the three.

Custom labels are another area worth exploring jointly. Right now, they’re almost always set up by PPC for bidding purposes and left at that. But with five slots available, there’s likely an opportunity to build in labels that serve organic analysis and audit work, too, by search priority, content category, or campaign alignment.

What those look like will depend on the catalog and the strategy, but they’re much harder to retrofit once the feed architecture is set. It’s a conversation that needs SEO in it from the start.

And, SEOs can’t credibly be at that table without a working understanding of GMC feed attributes, how they map (and where they don’t) to structured data vocabularies, and what mismatches look like in practice. Google’s feed documentation is detailed but readable, and it helpfully cross-references schema markup where a direct equivalent exists. That’s the baseline.

Co-owning The Feed Is A No-Brainer

The question was never really whether the product feed is an SEO asset. It clearly is – for organic, for paid, for free listings, and increasingly for the agentic layer that sits on top of all three.

The real question is whether SEO teams are willing to co-own that. Not to take the feed away from PPC, but to bring the systems thinking that the feed has always needed and rarely had.

The brands that get this right won’t just have cleaner data. They’ll have a product presence that holds up under conditions that most of their competitors aren’t even thinking about yet.

In my opinion, a much more valuable effort than debating whether to duplicate your website in markdown files.

More Resources:


Featured Image: ImageFlow/Shutterstock

AI Search In 2026: Five Findings From 300 Enterprise Marketing Execs

This post was sponsored by Branch. The opinions expressed in this article are the sponsor’s own.

Is AI search actually replacing SEO, or do I need to budget for both?

How do I attribute conversions to ChatGPT vs. AI Overviews?

AI is progressing so quickly that it’s hard to keep track of the changes, let alone know how to take action.

That’s why we surveyed 300 marketing executives from large enterprises to understand how they’re responding to AI search and where their organizations stand.

The findings point to a rapidly growing technology, a majority of executives who are bullish on change, and an infrastructure that’s woefully unprepared to support the cacophony of technological changes we’re experiencing.

Finding 1: SEO Isn’t Dead & AI Search Is Additive (Not A Replacement)

AI search is showing massive growth. From virtually zero at the beginning of 2023, it now accounts for a mean of 35% of all website traffic.

In two years, AI search has been able to leapfrog decades of growth won by other channels. Naturally, the death of traditional SEO became a popular prediction. If consumers could get contextually rich answers from a chatbot, why would they bother searching at all?

Like history, the results are more complex and subtle. The data shows that traditional SEO’s share of web traffic is growing too. Respondents predicted it will gain a full 8 points of traffic share, from 45% in 2025 to 53% in 2026.

What does this mean?

Think about your own interactions with a chatbot. You bounce ideas around, get pointed to recommended sites,  then often run your own follow-up searches. Just last night I asked ChatGPT for help packing for a trip to Iceland. After getting a firm lecture on the inadequacy of my rain jacket, I headed to Google to actually find and buy one. ChatGPT was responsible for two or three website hits, Google two or three more.

AI search is adding a new mechanism to consumer discovery. Consumers can refine ideas or recommendations in chatbots and switch to search with a more refined query. It’s no surprise that after the emergence of the chatbot, Google is reporting more complex, multimodal traditional searches.

Embrace The Fact That Consumer Behavior Is (Purposefully) Occluded Between Channels

Incidentally, Google is central to the difficulty of parsing traditional SEO from AI search. It deliberately blurs the distinction between search, AI Overviews, and AI Mode, and to protect its position as the leader in search, it has every reason to. Search for a coffee maker in AI Mode, and you’ll be served a sponsored post. Click on it, and you’ll see a paid search campaign UTM tracking link. Advertisers are starting to show up in AI search results, and they don’t even know it’s happening.

ChatGPT (as of today) is only throwing a single UTM source referral with its traffic, leaving marketers knowing the traffic was sourced from ChatGPT, but nothing more. Marketers see much higher intent traffic, but have no context for the referral. To get even a glimpse up-funnel, marketers are resorting to combing through search logs to understand ChatGPT bot behavior on their websites.

You can’t fight these trends. It’s better to lean into your existing strategies while figuring out how to shift for new technologies. Google Gemini Ads are easy; if you run Search Ads, Google has likely already opted you into running them. Watch your campaign outcomes and don’t be surprised when some outliers change behavior. Google will repurpose your Search Ads to find what works in Gemini, you just need to supply the platform with the assets to iterate on the new medium.

ChatGPT is harder, but not impossible. Treat ChatGPT referral traffic as high-intent users who are likely past the initial discovery phase and well into the funnel. Don’t risk churn by forcing them along superfluous funnels.

The technology behind SEO and AI are vastly different. Search ranks content by relevance; AI aggregates multiple signals to distill an answer. Often the same fundamentals serve both technologies: machine-readable text, standards-based schemas, clarity, and social scores all signal quality to algorithms.

But sometimes they pull in opposite directions. In search, you can create two pages to target the exact opposite intent. One page markets an automobile as “luxurious”, while another touts the same car as “affordable.” Search will target each page with a separate intent. An LLM will aggregate all pages related to that product and get confused by the conflicting signals. Are you luxurious or affordable?

To prepare for AI search, beware of situations where SEO strategies actually serve as a detriment to the new technology.

Finding 2: Marketers Are Betting Massive Dollars On AI Search, But Struggle To Measure The Results

As AI search grows in share, it’s no surprise that marketers are setting aside budget. What is surprising is just how much. Sixty-five percent of enterprise executives are allocating at least 25% of their entire marketing budget to AI, and 28% are allocating over half. That’s a significant commitment for a channel where advertising models are still being built out.

Marketers express confidence in measuring the outcomes of these budgets, but a closer look shows cracks. Two-thirds say they are very confident, and 80% say that AI attribution is clearer than traditional SEO.

But in a more detailed follow-up question, 66% also report challenges with the basics of measurement. Fewer than 1 in 5 say they face no measurement challenges at all.

Mohammed Faizan of M&C Saatchi Performance suggests the reason is that current measurement just isn’t up to task: “Teams are confident in what they can see, and what they can see is a small, clean edge of the funnel: clear referrals from AI platforms, last-click conversions. That’s not measurement. That’s noticing the obvious. AI isn’t showing up in your attribution model; it’s hiding inside your branded search growth, your direct traffic lift, your ‘unexplained’ conversion spikes.

This problem is about to get worse. Measuring referral traffic from ChatGPT is one thing; paying for it is another. As AI search scales into a paid channel, marketers will need attribution frameworks that don’t exist yet.

If a consumer spends a week in chatbot conversations, performing searches, and running into retargeting ads, how do you attribute that sale? The measurement gap that exists today will only widen as spend increases.

The good news is there are steps you can take now.

Embrace All Channels; Measure Whatever You Can

Advertising has become a black box. Algorithms run by the large ad platforms consume an enormous amount of data to predict and serve the most relevant ads. As digital channels multiply, the number of potential touchpoints grow and measurement gets murkier. Marketers will increasingly rely on algorithms to model and attribute spend across their channels.

To feed these models, you need data. The more, the better. Measure organic traffic, paid search, LLM referrals, and every other source you can instrument. The modeled attribution of the future will need that foundation.

Focus On End Impact, Not Platform Reporting

The more abstracted your measurement model becomes from real outcomes, the more you risk misattribution. Advertising has progressed from CPM to CPC to CPA, each shift allowing marketers to find better-performing media sources. But now multiple channels claim the same action.

The best way to avoid duplicated attribution claims isn’t to model share based on what each platform reports, it’s to model the actual sales outcome from the platform investment. OpenAI may not deserve 10% of your budget just because it claims 10% of your sales. An incrementality test could reveal it actually drives 50% of sales. True performance reporting takes the sting out of advertising on emerging technology.

Findings 3-5 Are In The Full Report

Marketers are willing to act quickly with AI: The vast majority think they’ll be executing closed-loop transactions in chatbots by the end of this year.

And so far, despite the negative press, AI is serving as a net-positive for marketers: Only 3% of respondents are seeing negative marketing performance from AI. Yet, when asked about the outlook in the future, concern outweighs their optimism.

Download the full report to see how your competitors are actually spending, measuring, and planning for AI search this year.


Image Credits

Featured Image: Image by Branch Used with permission.

In-Post Images: Images by Branch. Used with permission.

Claude Fable 5 “Feels Next Level” via @sejournal, @martinibuster

Anthropic announced Claude Fable 5, its new generally available flagship AI model. The company says Fable 5 is its most capable publicly accessible model yet and is designed to handle longer, more complex tasks than previous Claude models. Anthropic highlighted improvements in coding and site development, knowledge work and research, vision and long-context tasks, new safety limits that affect how some requests are handled, and availability across the Claude platform and API.

Coding And Site Development

Jamie Marsland of Automattic gave Fable 5 a try and remarked that Fable 5 is “next level” after using it to generate a fully editable WordPress block theme.

Marsland tweeted:

“First test: can Fable 5 build a WordPress block theme?

One shot. Fully editable. Native WordPress patterns.

Yeah… this feels next level.”

Screenshot Of Test Site Created With Fable 5

Screenshot: Jamie Marsland/X

Anthropic says Fable 5 delivers some of its strongest gains in software engineering, explaining that the new model can work autonomously for longer periods and perform complex coding tasks with less human oversight than previous Claude models.

As an example, Anthropic cited testing by Stripe, which reported that Fable 5 completed a codebase-wide migration in a 50-million-line Ruby codebase in a single day. Anthropic said the same task would have otherwise required a team working for more than two months.

The company also highlighted benchmark performance, noting that Fable 5 achieved the highest score among frontier models on Cognition’s FrontierCode evaluation, which measures performance on difficult coding tasks in production-style codebases.

Anthropic says Fable 5 can rebuild a web application’s source code from screenshots, a capability that combines software engineering and visual understanding.

Given what Marsland shared about Fable 5’s capabilities in a “one-shot” demonstration, Anthropic’s new model may represent a significant advance for real-world web development projects. For sites built with WordPress, Astro, and other modern frameworks, that could mean help with themes, blocks, templates, components, API connections, migrations, and debugging. The point is not just that Fable 5 can generate code, but that it appears capable of working across an entire project and making changes that depend on understanding how the pieces fit together.

Knowledge Work And Research

Anthropic also positions Fable 5 as a model for complex analytical and knowledge-work tasks.

The company says Fable 5 achieved the highest score on Hebbia’s Finance Benchmark for senior-level reasoning and showed improvements in document-based reasoning, chart interpretation, problem solving, and analysis. IMC reported strong performance across factual lookup, conceptual reasoning, root-cause analysis, and expected-value analysis.

These capabilities are relevant to work that requires analyzing large amounts of information, synthesizing findings from documents, interpreting data, and carrying out multi-step research tasks.

For SEOs, publishers, and site owners, that kind of work maps to tasks like analyzing search performance data, reviewing large content inventories, comparing documents, finding patterns across reports, and turning messy information into decision-ready data.

Vision And Long-Context Tasks

Anthropic describes Fable 5 as its strongest vision model to date. The company says it can extract precise information from complex scientific figures and perform visual tasks that previously required additional tooling or support systems.

The model also received upgrades in memory and long-context performance. Anthropic says Fable 5 can remain focused across millions of tokens and improve its work by referring to notes it has created during long-running tasks.

For users working with large collections of documents, lengthy projects, screenshots, images, and complex workflows, Fable 5’s long-context gains should prove useful for managing projects that are too complex for a simple prompt-and-answer exchange.

Safety Limits

Anthropic says Fable 5’s capabilities required new safeguards before a broad public release.

The company introduced classifiers that detect certain categories of requests and route them to Claude Opus 4.8 instead of allowing Fable 5 to answer directly. According to Anthropic, the affected categories include cybersecurity, biology and chemistry, and attempts to extract model capabilities through distillation.

Anthropic says the safeguards were intentionally configured conservatively to speed deployment while reducing misuse risks. The company acknowledged that some harmless requests may be caught by the system but said the safeguards are triggered in fewer than 5% of sessions on average.

The company explained:

“Without safeguards, Fable 5’s capabilities in areas like cybersecurity could be misused to cause serious damage.”

Anthropic says users will be informed whenever a request is routed to Opus 4.8.

Availability And Pricing

Claude Fable 5 is currently available on all paid plans beginning today through June 22nd, after which it will be available based on usage credits. The intention is to eventually make it available to paid plans in the future.

Anthropic explained:

“If capacity allows, we’ll extend the included window. After this point—when sufficient capacity allows us to do so—we aim to restore Fable 5 as a standard part of subscription plans. We intend to do this as quickly as we can.

Throughout this period, we’ll communicate any changes ahead of time so users know where things stand.”

For developers building applications with Claude, Anthropic has priced Fable 5 at $10 per million input tokens and $50 per million output tokens through the Claude API. Input tokens are the text, images, and other content sent to the model, while output tokens are the model’s generated responses.

Takeaway

Fable 5’s significance to developers, site owners, and SEOs lies in its ability to work across larger projects. Anthropic is presenting the model as a tool for coding, research, analysis, and long-running tasks that go beyond the simple prompt-and-response interactions associated with earlier AI systems.

Five things you need to know about AI

<div data-chronoton-summary="

  • AI’s impact on jobs is real but still unreadable. Millions already use generative AI for everyday office tasks, yet hard data on employment effects remains almost nonexistent. Companies are still figuring out what this means internally.
  • The scary stuff is no longer hypothetical. Deepfakes, chatbot-linked suicides, and AI-assisted military targeting have moved from dystopian fiction to documented reality. The harms are here; the guardrails largely aren’t.
  • Backlash is growing louder and more organized. Anti-AI protests, award controversies, data center activism, and even a Molotov cocktail thrown at Sam Altman’s house signal that public frustration is hardening into something more serious.
  • Science may be AI’s most consequential frontier. Tools like Google DeepMind’s Co-Scientist and AI capable of cracking unsolved math problems hint at genuine breakthroughs ahead—though researchers warn of narrowed inquiry and a coming flood of AI-generated “science slop.”

” data-chronoton-post-id=”1138582″ data-chronoton-expand-collapse=”1″ data-chronoton-analytics-enabled=”1″>

At SXSW London last week I gave a talk called “Five things you need to know about AI,” in which I shared what I think are the biggest themes in AI right now.

I pulled a few things from our first AI10 list, an annual guide to the most important trends in this buzzy world, but I also veered off on a number of tangents. In my half-hour slot, I tried to cover the key talking points that I think help to make sense of what’s going on in tech—and thus the economy—today.  

(I gave a talk with the same title at SXSW London last year with five different things you needed to know. A lot has happened since then!)

So: This is how I’m thinking about AI midway through 2026. Let me know if you would pick different points!

1. Strictly speaking, I didn’t need to show up to give this talk.

Tongue in cheek? Maybe. But generative AI tools have already become mundane, used by millions to automate everyday office tasks (including producing and delivering talks). It’s no surprise that one of the biggest questions out there right now is what this all means for jobs. People are confused and scared.

The frustrating answer is that despite the hype coming from the top about the potential for AI to join the workforce soon—and viral social media posts yelling that something big is happening—there is almost no data to say either way what kind of effect this technology will have on employment and the economy overall. That’s not to say it won’t have an impact, even a huge one, but it’s just too soon to tell.

In theory, teams of agents working together toward common goals could become assembly lines for white-collar work, doing to offices this century what Henry Ford’s innovations did to factories in the 20th century.

In theory. Because in order to know what will happen to jobs, we need to know what will happen inside the companies that create those jobs. But most companies are still figuring that out.

 2. AI is getting scary (for real this time).

There have been scary stories about AI for years—claims that it will kill us all or bring about the end of civilization. There’s still a loud crowd of doomers, but those scenarios remain dystopian science fiction.

What’s happened instead is that many of the worst near-term, real-world fears have come true.

Take deepfakes, AI-generated images or videos of people doing things they didn’t actually do. Deepfakes have been used to incite violence, swing votes, and sow distrust. Trump’s White House is among those creating and publishing fake images.

Many deepfakes are also used to abuse women and girls. One study found that 98% of deepfakes are pornographic and 99% involve women.

Another concern is the rise of dangerous and delusional relationships with chatbots. Many people turn to chatbots to seek private advice and to feel heard. But there are now multiple lawsuits against AI companies alleging that the technology encouraged or aided suicides and other forms of self-harm.

AI is also being used in warfare in new and worrying ways. LLMs are now giving advice, not just being used for analysis. One US defense official told my colleague James O’Donnell that you could now give a military chatbot a list of targets and ask which one to hit first. Anyone who uses AI knows that its output needs to be reviewed carefully. In fact-paced, high-stress active conflict, the risk that corners get cut is high.

3. A lot of people really hate AI.

I checked out an anti-AI protest in London earlier this year and found a very broad mix of complaints. Banners proclaiming the end times bounced along to chants of “Stop the slop! Stop the slop!” Protests are getting more organized and drawing larger crowds.

There’s pushback from fans of films and video games, who object to the use of generative AI in their favorite titles. In one notable case, the acclaimed 2025 game Clair Obscur was stripped of an award when the developers admitted to using AI in just one small, specific part of its production.

And there’s the data center backlash. The US has more than 5,400 data centers and counting. With the energy demands of AI growing, people are unhappy about the environmental impact and their rising electricity bills. Activists are managing to stall development in a number of places.

Regulation is becoming politically popular. Grassroots movements like QuitGPT have gained momentum. A small number have turned to violence; a few weeks ago somebody threw a Molotov cocktail at Sam Altman’s house. It’s not clear where all this leads. But the apocalyptic hype from tech leaders is not helping people stay calm.

4. AI for science is a very big deal.

It’s early days yet, but the potential for AI to help make a genuine and important scientific discovery is greater than ever.

Google DeepMind has developed Co-Scientist, a multipurpose tool that can help researchers dig up and compare previous results, generate hypotheses, and devise experiments to test them. OpenAI told me this year that its North Star is the goal of building a fully automated researcher by 2028.

Mathematicians are excited too. Fundamental math underpins many everyday technologies, from internet security to video streaming. The last few months have seen a string of claims that AI has cracked unsolved math problems. And software that can solve really hard math problems will be able—so the argument goes—to solve more general-purpose real-world problems too.

What are the downsides? Some scientists are warning that an overreliance on AI tools could narrow the scope of research because scientists may choose problems that are most suited to AI assistance. There are also concerns that AI-assisted research will lead to a flood of inaccurate or fake results: science slop.

5. AI is everywhere all at once.

So where does that leave us? There are a lot of exciting things, a lot of worrying things, and a lot of hot air. It can be exhausting to keep up, and yet it all feels inescapable. Some people will tell you we’re in a race to the top; some will tell you we’re in a race to the bottom. But it’s really not clear where we’re headed.

AI companies want us to march to their tune and buy into the propaganda about artificial general intelligence, whatever that means. They are selling a vision that feels inevitable, but it isn’t.

We’ve built a technology that can do humanlike things, and I think that makes it hard to get our heads around the fact that it is still just a technology.

Something is happening. Maybe even something comparable to the invention of electricity or the internet. But technologies like that take time to settle and bring lasting change.

Get ready for a marathon, not a sprint.

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here.

David Sinclair plans to test whole-body rejuvenation drugs in the XPrize competition

<div data-chronoton-summary="

  • A bold new bet on whole-body rejuvenation: Harvard biologist David Sinclair plans to test an oral “reprogramming” drug on human volunteers as part of a $101 million XPrize competition.
  • Chemicals instead of gene therapy: Sinclair’s new drug candidate — code-named SL-100 — uses drugs to mimic the effects of reprogramming genes, and will attempt to reset aging across the body.
  • Experts urge caution: Other scientists warn that chemical reprogramming efforts have so far proven either ineffective at low doses or outright toxic at high ones — and Sinclair’s unpublished animal data has yet to face outside scrutiny.
  • The field’s bigger problem: Scientists still can’t agree on how to reliably measure aging or age reversal, making the XPrize competition as much about establishing scientific standards as it is about crowning a winner.

” data-chronoton-post-id=”1138545″ data-chronoton-expand-collapse=”1″ data-chronoton-analytics-enabled=”1″>

The outspoken longevity scientist David Sinclair has been predicting that one day, you’ll go to the doctor and get a prescription that will make you 10 years younger.

Now MIT Technology Review has learned that he has plans to launch human tests of an oral “reprogramming” drug as part of a $101 million competition organized by the XPrize Foundation. 

The foundation is offering cash awards to teams able to “restore” a person to an earlier apparent age, as measured by improvements in immune, cognitive, and muscle function. 

The grand prize goes to any team able to show a 10-year (or greater) relative improvement after one year of treatment. 

Reached by phone, Sinclair, a biologist at Harvard Medical School, confirmed that he plans to give an oral drug mixture to volunteers in a bid to seek “evidence for age restoration in humans.”

The trial, if it goes forward, will be a significant new development in the race to harness so-called epigenetic reprogramming. That technology is based on the discovery, 20 years ago, of powerful genes able to turn an adult cell into a stem cell similar to those found in embryos.

The age-reversal effect is believed to occur via a resetting of molecular controls on DNA known as epigenetic marks, which help determine a cell’s overall metabolism and identity.

Companies are now racing to use that phenomenon for a new form of rejuvenation medicine. Only this January, one of Sinclair’s companies, Life Biosciences, made news by winning approval to launch an initial human trial using a set of powerful reprogramming genes. The company announced today it had treated its first patient. 

But that test involves a complex gene therapy and is limited to patients’ eyes, where it could treat conditions like glaucoma. 

Sinclair’s new plan is bolder: a reprogramming drug you’d swallow in order to promote such effects across the body. 

“What we’re aiming to do is to epigenetically restore the animal and eventually the person,” he says. “It is true that we’ve been doing extensive animal studies with the oral agent and are looking to compete in the XPrize.”

This alternative method, chemical reprogramming, uses drugs to mimic the effects of the embryonic genes. That is significant because drug compounds can travel through the bloodstream, reaching most or all cells in a person’s body. 

Some experts expressed caution, saying the chemical process, at least as used in labs, is extremely harsh and not even particularly effective. “Who doesn’t dream of whole-body rejuvenation? I think it’s a great goal,” says Sergiy Velychko, founder of Soxogen, a stealth reprogramming company in Boston. “But these chemicals are used in very, very high concentrations for cell reprogramming.”

Sinclair declined to describe the exact makeup of the drug candidate, code-named SL-100, calling its contents “highly, highly confidential.”

However, he has previously published lab studies of what he called “epigenetic age-reversal cocktails,” which mixed powerful chemicals with known supplements and commercially available medicines. 

It’s those latter components that would be easiest to test on people, since doctors are free to prescribe them, even for unusual objectives like age reversal. James Clement, head of Betterhumans, an organization that specializes in life-extension studies using existing drugs, said in a message that he is “running clinical trials” of an oral reprogramming cocktail for Sinclair’s XPrize team.

Sinclair’s team is competing in the XPrize Healthspan Competition, launched in 2023. It follows several previous competitions that focused on commercial spaceflight, lunar landings, and other goals. The XPrize Foundation is led by executive chairman Peter Diamandis, also an active promoter of longevity research.

“If two teams are equivalent, they would split the award,” says Jamie Justice, a doctor and executive director for the contest, which was bankrolled by Saudi Arabia’s Hevolution Foundation, “But it will be incredibly hard to even get to one winner.”

Justice says a judging panel is now in the process of picking 10 finalists from 65 teams that have been exploring health foods, lifestyle interventions, digital trackers, and drug compounds. 

Sinclair’s team, Justice says, was a late entrant to the contest, but like all teams, it would be required to move into wider human tests starting this year. “You have to be ready and in trials,” she says.

The race to harness the reprogramming phenomenon and apply it to living people is heating up, even outside the XPrize competition. On June 2, a startup called NewLimit, founded by the crypto billionaire Brian Armstrong, said it had raised a further $435 million, from investors including Peter Thiel’s Founders Fund, to support what it calls “age reprogramming.” 

The company says it is working toward delivering genetic reprogramming instructions to the liver, to treat diseases of that organ.

But Sinclair has been saying that whole-body rejuvenation is a possibility too. And for that, chemicals, rather than gene therapy, could be the most practical strategy. 

Sinclair says his lab has been searching for such compounds and is starting to use AI “to improve the oral agents that we’re testing.”

Chemical reprogramming cocktails, as used in labs, typically involve a mix of vitamins, approved drugs, and experimental molecules. For instance, one recipe Sinclair filed a patent on includes the supplement forskolin,  the antidepressant tranylcypromine, and an experimental chemical, laduviglusib, which has been tested against Alzheimer’s, among other ingredients.

“In those days it was a six-factor cocktail,” Sinclair says of his earlier research. “But we’ve come a long way. I can’t disclose what’s in it, but it’s an improvement and an advance on that, and we’ve done a number of animal studies. They are not published, but we’ve been doing them for a long time, and we want to make sure that we’ve done a full investigation of safety and efficacy before we release any of the data.”

While Sinclair’s results aren’t published, other teams say attempts to reverse the age of entire animals using chemical drugs haven’t worked yet. Last year, the lab of Vadim Gladyshev, another Harvard biologist and a member of a different XPrize team, reported on its attempt to rejuvenate mice by installing pumps in their bodies that released controlled doses of seven compounds.

Gladyshev says the procedure proved to be toxic. “The idea was to see if we could rejuvenate whole animals. Unfortunately, we have not found [the right] conditions,” he says. “At low concentrations there was no effect, and high concentrations were toxic.”

Gladyshev says he doesn’t know what is in Sinclair’s cocktail, but says that “trying to improve the combinations makes sense.”

Sinclair, who is the author of several books on aging and has a large social media following, has frequently been criticized by other scientists for making unproven rejuvenation claims. 

In 2024, he resigned as president of the Academy for Health and Lifespan Research after claiming that a supplement developed by a company his brother runs had “reversed” the age of dogs, a claim for which there was so little evidence that one scientist called it a “lie.”

Part of the problem is that scientists still disagree on how to measure aging. And they don’t have a reliable way to measure age reversal, either, should it ever be achieved.

Justice, the XPRIZE director, says a primary purpose of the competition is to solve that problem by encouraging the development of standardized measures of aging. That is so that anti-aging drugs can be assessed reliably, and, one-day, approved by regulators if they work.

 “We as a scientific field have been forced to ask, ‘If a medicine improves how we age, how would we know?” Justice said during a public meeting with FDA officials in May. “If something worked, what would convince us as scientists, what’s meaningful to the general public?”

Finalists in the Healthspan competition will be announced in August.

Learning to lead in a hybrid human-AI enterprise

As adoption of AI agents looks set to surge by as much as 300% in the next two years, leadership teams are carefully considering the implications of a hybrid human-AI workforce. 

Unlike existing enterprise-level automation that relies on manual input, AI agents are capable of autonomously coordinating complex tasks, interacting with multiple tools and environments across an organization. In early applications that center on customer service, HR, and sales, adoption of agentic AI has led to productivity gains of 30-50%

Their autonomy positions agents more as collaborators than tools, working side-by-side with human employees in blended teams that look poised to upend traditional workplace dynamics. 

More than three-quarters of HR leaders believe that the deployment of AI agents will transform existing workplace norms, driving a complete reappraisal of how roles and responsibilities are distributed, how skills are prioritized, and how workplace culture is shaped.

Though many admit they’re in the early or preparatory phase of this shift, 86% of chief HR officers predict that navigating digital labor shaped by agentic AI will be a central component of their role in the years ahead.

Fluency in the change management aspect of agentic AI adoption will be a crucial differentiator when it comes to unlocking the full potential of the technology going forward, believes Ateet Jayaswal, chief culture and employee experience officer at Wipro, a leading technology services and consulting company. This moment is one that he says, “calls for a mindset shift in how HR leaders would enable their organizations.”

Redeploying roles to enable higher-value work

As AI agents assume ownership of more complex and integral tasks, the distribution of roles and responsibilities within an organization will undergo significant change. It’s estimated that three-quarters of current roles will require redesign, reskilling, or redeployment by 2030 as a result of agentic AI. 

For leadership, this shift should be about reskilling employees toward higher-value work in order to optimize the potential of an agent-human hybrid workforce, says Jayaswal. 

For example, Wipro is a complex organization of 240,000 employees across 65 countries. It previously had multiple policies, documents, and knowledge fragmented across different systems, which delayed response to employee queries. 

But the company has recently integrated a custom agentic AI assistant—an agent co-created in partnership with enterprise agentic AI platform Ema Unlimited—that can swiftly navigate this complex system, assuming responsibility for 50 HR tasks that had previously fallen to human employees. With the help of an AI agent, average response time to queries has lowered from 48 hours to five seconds. 

Human employees have more time to focus on work “that requires a creative and imaginative mind and cross-functional collaboration, leveraging diverse ideas and thoughts to problem-solve,” says Jayaswal. The AI agent, meanwhile, handles rote administrative tasks like sorting timesheets or helping employees navigate policies and take actions in the flow of work. 

When reallocating employee responsibilities, though, it is imperative that humans remain in the loop, Jayaswal caveats. When agentic AI is incorporated into enterprise technology, it must work with sensitive and personal data and therefore needs even more stringent guardrails and constraints than consumer applications. “When you expose an AI agent to organizational data, when you integrate it into multiple enterprise systems, then pathways around the AI agent become extremely important,” he says. “It’s an evolving space that leadership needs to have front-of-mind.” Governance should include robust data privacy rules and the establishment of governance layers, such as an AI council, he suggests.  

At a fundamental level, the adoption of AI agents will force a re-evaluation of human roles, believes Jayaswal. Rather than employees primarily performing repetitive tasks or troubleshooting, a significant proportion of their time will shift to designing, teaching, and optimizing an AI agent that can do this work for them with far greater speed and predictability and without the agent getting bored. 

“The nature of your job changes from being the hero who comes in to solve the problem to designing the hero who can solve the problem,” he summarizes. “The individuals who I have seen thrive in this environment are the ones who make this shift.”

An evolving employee skillset

Just as roles and responsibilities will be reconfigured to reflect the input of AI agents, the core skills of human employees will be reprioritized. More than four in five HR leaders say they’re planning to reskill workers to become more competitive in a market shaped by AI agents. 

Technical skills will be increasingly important. Leading employers such as Salesforce, Danone, and Walmart are already rolling out dedicated AI and digital skills programs that aim to equip everyone from frontline workers to C-suite executives with a baseline level of AI literacy in response to the pervasiveness of the technology. 

But desirable soft skills will also evolve, Jayaswal points out. Employees who assign tasks to an AI agent need to plainly articulate what modular steps may be needed to accomplish a task, what the desired outcome should be, and what parameters or guardrails need to be in place to ensure the agent doesn’t access or share confidential data. 

As HR executives adapt to a blended workforce, three skills are emerging as top priorities during recruitment, according to a recent survey: relationship building, like forging constructive partnerships and account management; collaboration; and adaptability. 

Maintaining a healthy workplace culture

In freeing up human employees to focus on higher-value tasks, the hope is that AI agents can elevate the employee experience, deepening fulfilment and satisfaction in the workplace. 

“At Wipro, our vision is to improve the life of Wiproites,” says Jayaswal. “We are taking away non-value added work by embracing modern ways of collaborating, engaging, and transacting, leaving associates with higher order work content.” 

But leadership teams embracing agentic AI will also need to plan for the new pressures and stressors that the technology can place on a workforce. 

There is already confusion and knowledge gaps, with 73% of HR leaders reporting their employees don’t yet understand how digital labor will impact their work. Many organizations have opted to define AI agents as teammates or colleagues on org charts, but new research says this could erode trust and a sense of professional identity. It also raises new questions around accountability and ownership. 

The role of management in addressing these concerns is critical, says Jayaswal. To maintain healthy dynamics, managers need to become skilled at orchestrating blended systems, splitting their focus between supervising AI agents and motivating human employees as they also build and supervise AI agents.

Upgrading employee well-being programs will be a core part of maintaining a robust workplace culture. “As there are more interactions with AI agents, you are losing some of the human touch that was provided by service delivery partners or leaders, or often even by colleagues and peers,” Jayaswal says. Employee services that encourage social connection and empathetic communication may help teams navigate this. 

A breakneck transformation

Agentic AI looks set to scale at breakneck speed across many enterprises, and it will significantly transform how these organizations operate. 

Carefully considering and deciding how to adapt to this newly blended workforce is now a top priority for leadership teams. Reviewing and refining organizational strategies is essential for optimizing both technological gains and the employee experience.

This content was produced by Insights, the custom content arm of MIT Technology Review. It was not written by MIT Technology Review’s editorial staff. It was researched, designed, and written by human writers, editors, analysts, and illustrators. This includes the writing of surveys and collection of data for surveys. AI tools that may have been used were limited to secondary production processes that passed thorough human review.

The Download: whole-body rejuvenation drugs and five things to know about AI

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology.

David Sinclair plans to test whole-body rejuvenation drugs in the XPrize competition

The outspoken longevity scientist David Sinclair has predicted that, one day, you’ll go to the doctor and get a prescription that will make you 10 years younger. MIT Technology Review has learned of his latest step toward this: human tests of a “reprogramming” drug.

Sinclair, a biologist at Harvard Medical School, plans to launch the tests in a $101 million competition organized by the XPrize Foundation. The winners will “restore” a person to an earlier apparent age, as measured by improvements in immune, cognitive, and muscle function.

The grand prize goes to any team able to show a 10-year (or greater) relative improvement after one year of treatment. 

Sinclair says he plans to give an oral drug mixture to volunteers, in a bid to seek “evidence for age restoration in humans.” Find out how he hopes to reverse ageing through chemical reprogramming.

—Antonio Regalado

Five things you need to know about AI

—Will Douglas Heaven

At SXSW London last week, I gave a talk called “Five things you need to know about AI,” in which I shared what I think are the biggest themes in AI right now.

I pulled a few things from our first AI10 list, an annual guide to the top trends in this buzzy world, but I also veered off on several tangents. In my half-hour slot, I tried to cover the key talking points that I think help to make sense of what’s going on in tech—and thus the economy—today.  

Five key thoughts emerged: AI is everywhere all at once, it’s getting scary, a backlash is growing, it’s becoming a big deal for science—and I didn’t even need to show up at the talk. Read the full story for all the details.

The must-reads

I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology.

1 OpenAI has confidentially filed for a US IPO
The listing could come as early as September. (Reuters $)
+ OpenAI is targeting a valuation of up to $1 trillion. (Financial Times $)
+ The IPO will test investor appetite for AI companies. (WSJ $)
+ The move follows IPO filings from Anthropic and SpaceX. (CNN)

2 The US claims BYD, Baidu, Alibaba, and others are aiding China’s military
The Pentagon added them to a list of military-linked companies. (WSJ $)
+ The designations limit their operations in the US. (BBC)
+ The new additions also include humanoid firm Unitree. (TechCrunch)
+ The Pentagon is adapting to China’s tech rise. (MIT Technology Review)

3 Apple’s long-awaited AI overhaul of Siri is finally here
Siri AI” promises to be a more conversational assistant. (NYT $)
+ It includes a standalone app and screen-reading features. (Reuters $)
+ And arrives after two years of repeated delays. (Axios)

4 The White House and Congress are working to limit state AI laws
A new deal would curb state rules for federal legislation. (Axios)
+ AI regulation has divided US politicians. (MIT Technology Review)

5  Meta is launching a “workforce academy” for building data centers
The five-week program is free of charge and guarantees a job. (WSJ $)
+ It arrives shortly after Meta laid off 8,000 employees. (NPR)

6 Taiwan is mulling curbs on AI chip exports to China

The new controls would further align with US restrictions. (Bloomberg $)
+ Future AI chips could be built on glass. (MIT Technology Review)

7 Meta has quietly removed face-recognition code from its smart glasses app
The code identified by investigators has disappeared. (Wired $)

8 Humanoid robots are edging towards the battlefield
American and Chinese militaries are pursuing the tech. (BBC)

9 The world’s first wind-powered underwater data center has launched
It uses less power and water than land-based equivalents. (Guardian)

10 You could get some benefits of sleep without having to nod off
If new brain stimulation works as well on humans as on mice, that is. (New Scientist $)

Quote of the day

“You’re on the train, but you know that there’s no destination.”

—Clara Shih, a former top AI executive at Salesforce and Meta, tells the New York Times that AI training can’t keep up with the field’s advances.

One More Thing

biomilq concept illo

ILLUSTRATIONS BY AMRITA MARINO


Inside the race to make human sex cells in the lab

An embryo forms when sperm meets egg. But what if we could start with other cells—if a blood sample or skin biopsy could be transformed into “artificial” sperm and eggs? What if those were all you needed to make a baby?

That’s the promise of a radical approach to reproduction. Scientists have already created artificial eggs and sperm from mouse cells and used them to create mouse pups. Artificial human sex cells are next.

The advances could herald the end of infertility, but they raise major scientific and ethical challenges. 

Read the full story on the new recipes for sperm and eggs.

—Jessica Hamzelou

We can still have nice things

A place for comfort, fun, and distraction to brighten up your day. (Got any ideas? Drop me a line.)

+ These chefs turn Pop-Tarts into the desserts that inspired them.
+ A choir has beautifully transformed System of a Down’s “Chop Suey!”
+ Scientists finally traced crabs’ sideways walk in this fascinating study of evolution.
+ This nostalgic essay on the family computer is a touching throwback to early internet life.

Top image credit: Stephanie Arnett/MIT Technology Review | Getty Images

Please send Pop-Tarts to hi@technologyreview.com

You can follow me on LinkedIn. Thanks for reading!

—Thomas

How Brands Win at India’s Quick Commerce

Quick commerce in India is a local-delivery model in which consumers buy goods online and receive them within 30 minutes. The model is growing rapidly and will likely reach $50 billion in annual revenue by 2030, 10% of the country’s e-retail spend, according to an April 2026 report jointly published by Deloitte and Google.

Three platforms, Blinkit, Swiggy Instamart, and Zepto, dominate the market, which benefits from India’s high population density and increasing disposable income.

Reserve Bank of India, the country’s central bank, classifies cities by population, from Tier 1 (the largest) to Tier 6. To date, quick-commerce platforms have primarily operated in Tier 1 and 2 cities, but are scaling quickly to Tier 3s, where roughly half of the population lives — 700 million out of 1.45 billion.

Foreign brands often get it wrong by grouping India with China or Southeast Asia. India’s legal requirements, platform economics, and consumer buying habits differ. Understanding those particulars often separates success from failure.

Screenshots of Blinkit home page, Blinkit imported category, and Swiggy Instamart.

Quick commerce is growing rapidly in India. Shown here, from the left, are the Blinkit home page, the Blinkit imported category, and Swiggy Instamart. Click image to enlarge.

Tap Convenience

I have two kids, 7 and 3. Chaos reigns in our house an hour before they board the school bus. Run out of tomatoes? Need green ribbon for the school celebration? It’s not a problem. You Blinkit, Swiggy, or Zepto (yes, they are verbs like “Google”), and the items arrive in 10 minutes.

Quick commerce platforms push daily consumables, as repeat buying drives unit economics. Frequency and retention matter for profitability more than basket size. Hence snacks, beverages, vegetables, dairy products, baby items, and personal care dominate top-selling categories.

The market scale and potential are huge. Eternal (formerly Zomato), the popular delivery and restaurant-booking company, operates Blinkit, which has 2,243 dark stores (i.e., warehouses). In its April 2026 fiscal-year-end shareholders’ letter, Eternal stated (PDF) 109 million Indians used Blinkit and other Eternal platforms during that period, generating $10 billion in revenue.

Global food brands selling on Blinkit, Swiggy Instamart, and Zepto include (i) U.S. goods Monster, Doritos, and Cheetos, (ii) South Korea’s quick-serve Nongshim, Ottogi, and Yopokki, and (iii) Japan’s Pocky, a snack. Dominant beauty and personal care brands include Nivea (skin care), Pampers (babies), Whisper (feminine hygiene), and Vanish (laundry).

Blinkit offers the most product visibility and even a prominent category for imported brands.

Shelf Space

The fastest way for foreign brands to gain marketplace traction is often through paid search and sponsored ads, with targeted placements appearing in search results, on home pages, and in recommended products. Quick commerce platforms rank products by sales volume and availability, using AI to personalize listings by shopper. Ads attract customers, which creates space in the dark stores.

SW Cybernetics, an India-based research and data firm, found that advertising costs on Blinkit averaged $0.11 per click for sponsored ads and $3.16 and $2.11 CPM for home page and category banners, respectively. Brands also pay $1,000-$5,000 per month for dark-store shelves and 10%-25% platform commission depending on the city.

Yet ad spend alone doesn’t guarantee conversions. Brands must adapt packaging to comply with labeling rules and optimize listings using localized search terms. India’s consumers are value-conscious. Well-designed packs at lower price points can lower the trial barrier and build trust.

Free samples are popular for initial reviews, as are micro-influencers. Moreover, brands can buy competitor keywords.

Indians view foreign brands, especially Western ones, as more credible. Consumers will buy those products provided the prices are acceptable.

India Playbook

India allows foreign brands to reach shoppers, more or less. A brand can sell unlimited goods on marketplaces such as Amazon and Flipkart via an India-registered seller of record: an independent distributor or a brand’s own subsidiary. Many brands lean on the former, a distributor such as Opptra or Ace Turtle, that holds the inventory and lists it on the marketplaces.

What foreign capital cannot own is an India-based retailer that buys goods from many brands and sells them directly to consumers.

Quick-commerce platforms such as Blinkit, Swiggy Instamart, and Zepto follow the marketplace logic, though their dark-store model largely controls the products, thereby muddying the definition. Blinkit’s parent restructured in 2025 to be Indian-owned to legally hold inventory.

A single brand selling its own goods can wholly own and operate its entire India operation — including a direct-to-consumer website — subject to local sourcing and physical-store conditions.