AI is all over earnings calls. AI ROI isn't, with Garett Sloane

Ad Age senior tech editor Garett Sloane unpacks why AI dominates earnings calls at companies from Meta and Google to Colgate-Palmolive, Amazon and Booking Holdings even if it's not yet moving the bottom line for most. The conversation covers AI search and chatbots reshaping consumer discovery, ChatGPT's ad business outlook, agentic commerce experiments and the slow, standards-limited rollout of agentic ad buying across PubMatic, Criteo and Magnite. Sloane and host Parker Herren discuss where the AI hype-to-results gap is widest, and why even the companies racing forward are still working with incomplete data on what's actually working. They dig into why ChatGPT ad spend remains experimental, what a real agentic buying breakthrough would take and the state of the "AI bubble" conversation. Subscribe to Ad Age Insider for more conversations that turn Ad Age's reporting into what marketers actually need to know. Dig deeper on the topics mentioned in this week's episode: ~AI is reshaping ad infrastructure but hasn't boosted company results just yet ~ChatGPT beefs up ad measurement, but gaps remain for buyers ~Amazon's AI shelf—what brands must do to compete for visibility