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7 hours agoAI rewards brand meaning and punishes everything else | MarTech
AI demands brand clarity for visibility, impacting long-term investment returns significantly.
Giant Spoon created a campaign for the emerging electric vehicle brand Lucid that was essentially a short action film, directed by James Mangold and starring Oscar nominee Timothée Chalamet.
Last quarter, Dell posted revenue of $27.0 billion, a slight miss against consensus, but non-GAAP EPS of $2.59 beat estimates. The real headline was the AI server business, where management highlighted record AI server orders and significant year-to-date demand.
"Instead of starting with a product that we didn't feel like existed in the marketplace, we started with a mission that we felt like didn't exist, particularly in the beauty space," Cohen said. "We love that young people are turning to brands for not just products, but for the issues that they care about-and also that's what holds us accountable."
Tesla CEO Elon Musk has spent months - years? - trying to position his company as something more than just a maker of electric vehicles. When Tesla acquired Solar City in 2016, he (and his comms team) pitched it as a sustainable energy company. Over the past year, he has pushed the idea of Tesla as an AI and robotics company. Musk's aspirational branding has slammed right up against financial reality: The bulk of its revenue comes from selling EVs.
Performance has always been the foundation of commerce media because it tied spend to measurable behavior. From sponsored search to sponsored products, the category scaled by delivering outcomes that could be directly attributed to transactions. Automation, AI-driven optimization and closed-loop measurement accelerated that model and made outcomes-based buying the norm. Outcomes still matter. But as AI reduces friction and increases competition, outcomes alone no longer create separation.
At this point in the Super Bowl ad post-mortem, a pattern has emerged: AI - both the companies selling it and the brands leaning on it - did not resonate as strongly as more familiar creative territory. Viewers gravitated toward the tried and tested, from nostalgia plays to celebrities in deliberately oddball scenarios, while many AI-centered spots struggled to make an emotional connection.
For much of the modern corporate era, brand has been treated as surface area. A story told outward. A set of signals designed to persuade, attract, and differentiate. When companies spoke about brand, they were usually talking about perception: how they looked in the market, how they sounded, how they were received. That framing made sense in a world where markets moved a little more slowly, organizations were stable, and leadership could afford to separate strategy from culture, product from meaning, execution from belief.
This year has been volatile for brands. With tariffs taking effect, the job market slowing, and consumer spending barely keeping pace with inflation, it's no surprise that ad spend has slowed in tandem. Amidst economic uncertainty and an onslaught of unanswered questions, brands are increasingly looking for demonstrable ROI in their marketing and design budgets. Some may choose to invest in a costly new campaign or commit to a new brand identity, while others will default to slashing their budgets altogether.