
The AI Edge Podcast · 2026-06-01 · 52 min
Google just announced the biggest overhaul to search in 25 years. The blue links aren't going away - they're just being buried. AI mode is now the default. Agents can be dispatched from the search bar. Native checkout is live. And five new ad formats launched alongside all of it. Meanwhile, OpenAI is quietly moving toward a CPA pricing model for ChatGPT ads, Anthropic just hit $47 billion in ARR and may turn a profit this quarter, and Meta wants you to pay a subscription fee to escape the attention economy it built. Make that make sense. This week, Shiv and Myles sit down with Dr. Cecilia Dones, founder of Three Standard Deviations and professor of AI and strategic communications at Columbia University and NYU. Dr. Dones helps organizations move from AI adoption to AI advantage - and she brings an academic rigor to the conversation that reframes some of the biggest stories in the industry in ways most people haven't considered. Dr. Dones breaks down why Google's AI overhaul isn't just an ad product story - it's a governance story.