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Hey.
Welcome back. Last week, both Meta and Google dropped Q3 earnings that reveal where platform AI is actually working, and where your budget needs to shift. Meta's AI ad tools hit $60 billion in annual run rate. Google's AI Mode reached 75 million daily users. These aren't projections. These are adoption numbers from October 29th.
Yeah, AIM is always on target.
⚡ Priority Actions
🔥🔥🔥 Act Immediately
Test Meta's Video Generation Tools Before Q4 Peak
Meta reported a 20% quarter-over-quarter jump in advertisers using at least one AI video generation tool during Q3 2025. Video-first ads are now converting better on Instagram Reels ($50B annual run rate) and Facebook feeds as the platform prioritizes creator content. So, open Meta Ads Manager → Click "Create" → Select "Advantage+ creative" → Enable AI video generation for your top-performing static ads.
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🔥🔥 Act This Week
Monitor Google AI Mode Query Behavior Changes
Google AI Mode doubled queries in Q3 2025 (U.S. market) and now serves 75 million daily active users across 40 languages. AI Mode driving "incremental total query growth" means new search patterns you're not optimizing for yet. Go check Search Console for query pattern changes, create content answering AI-style questions (longer, more conversational).
🔥 Track Closely
Prepare for Gemini 3 Launch
Google CEO Sundar Pichai confirmed Gemini 3 will be released in 2025 with enhanced agent-like capabilities. Expect this next-gen multimodal AI to change search behavior patterns and content discovery methods. Monitor announcements, plan content strategy, shift toward multimodal when the time comes (text + image + video combined).
📊 This Week’s Winner
Google & Meta: Platform AI Validation Through Q3 Revenue
What they did: Both tech giants reported Q3 earnings on October 29th, showing concrete AI advertising performance. Meta's end-to-end AI ad tools (Advantage+ suite) surpassed $60 billion annual run rate, while Google's AI-powered search features (AI Overviews + AI Mode) drove incremental query growth across 2 billion monthly users. Meta saw a 20% quarter-over-quarter increase in advertisers adopting video generation tools. Google's AI Mode doubled U.S. queries in Q3 alone.
The numbers:
Meta Revenue: $51.24 billion (+26% YoY)
Meta AI Ad Run Rate: $60 billion annual (end-to-end AI tools)
Meta Video Tool Adoption: +20% QoQ growth
Google Revenue: $102.3 billion (first $100B quarter)
AI Mode Daily Users: 75 million across 40 languages
Gemini App Monthly Users: 650 million (3x queries since Q2)
Timeline: Q3 2025 (July-September), reported October 29, 2025
Investment: Meta raising 2026 AI spend; Google $91-93B capex for 2025
How to copy it:
Shift budget to platform AI features: Stop fighting automation. Enable Advantage+ campaigns on Meta, Performance Max on Google. Both platforms now have billions in validation that their AI outperforms manual optimization.
Prioritize video content creation: Meta's Instagram Reels hit $50 billion run rate. Video-first creative isn't optional anymore. Use platform AI video generation tools to scale production without proportional cost increases.
Optimize for AI-driven search patterns: With AI Mode doubling queries and AI Overviews reaching 2 billion users, traditional keyword targeting is incomplete. Create content that answers conversational, multi-part questions that AI systems surface.
Time to implement: Immediate for budget shifts (1-2 days), 2-3 weeks for video strategy overhaul, 4-6 weeks for content strategy pivot
In Partnership with Neurons: Learn to optimize your ads for different platforms.
Make Every Platform Work for Your Ads
You’re running an ad.
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🎯 Rapid-Fire Intel
Emerging Pattern: AI Mode queries in the U.S. demonstrate particularly strong adoption among younger users. This signals search behavior shifting from keyword-based to conversational, question-based queries that require different content optimization strategies.
Platform Update: YouTube Shorts revenue per watch hour now exceeds traditional in-stream video ads in the U.S., according to YouTube's Q3 disclosure. Short-form vertical video is officially more profitable than long-form content for creators and advertisers.
Worth Watching: Amazon’s "Help Me Decide" AI shopping assistant analyzes browsing behavior, purchase history, and preferences to help shoppers compare similar products. Available in the Amazon Shopping app and mobile browser for U.S. consumers. First major product discovery AI from the retail giant.
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