Introduction.

Like many leaders in organizations across the globe, I’m often asked for a POV on AI. Unfortunately, that’s like asking for a POV on the Internet. It can’t be done.

Should I talk about agents vs agentic? The vital importance of GEO? Creating your own content supply chains? The burning problem for SaaS software if it doesn’t incorporate AI in its solution? What about safety and AI evaluations? The death of ‘do not reply’ emails? The “bubble” debate (i.e., someone wants you to think there’s a bubble so they can make moves and leave you in the dust just like the Internet bubble). AI just can’t be POV’d!

So to keep things simple this year, we asked three of our top thinkers implementing AI for our clients every day for their one bet for the year and what brands should do about it. Hopefully this will get your juices flowing. No matter what you tackle this year, the best thing you can do is something. Waiting to make moves is asking to be a laggard.

Enjoy these thought starters.

~ Emily Wengert, MD, Global Head of AI Strategy.

The Year Google Dethrones OpenAI

By Navid Ghomeshi, Associate Director of AI Product Strategy.

For the last three years, the AI narrative was defined by a single metric: intelligence. Who had the smartest model? Who hallucinated the least? Who could write the best poem? Accounting for all the goalpost shifts, in that arena, OpenAI was the undisputed King of the Hill. They defined the category, and for a long time, simply being the smartest chatbot was enough.

In 2026, I predict the race for “smartest” ends, and the race for “ubiquity” begins. In this new landscape, Google will dethrone OpenAI.

Today’s chat-based tools, like ChatGPT, suffer from a distinct disadvantage: they are a destination. To use them, you must leave your workflow, open an app and paste in context. It’s useful, but there’s friction.

Google, conversely, is mastering ambient AI. They aren’t forcing users into a new behavior; they’re injecting AI into the behaviors users already have. It isn’t a chatbot you have to visit, but an AI Overview sitting at the top of Search. It isn’t a prompt you have to write, but a calendar invite that auto-populates from an email.

OpenAI may have won the era of the chatbot, but Google is winning the era of the ecosystem. They took the “not first, but best” approach. And it’s paying off. In 2025, Gemini’s monthly active users (MAU) surged from 450 million to over 650 million. All while ChatGPT’s traffic dropped by 22%. Where did those users go? They didn’t stop using AI; they just stopped visiting a website to do it.