Shelly Palmer
@shellypalmer.bsky.social
Prof of Advanced Media in Residence, Newhouse School, Syracuse University | CEO The Palmer Group | #ai #marketing #media shellypalmer.com
Nvidia's latest earnings call sparked a debate: the numbers looked strong, but the structure behind them looked fragile. AirBnB CEO Brian Chesky calls it "vibe revenue," and my Sunday essay, Vibe Revenue and the AI Bubble, unpacks why the term is catching fire.
Vibe Revenue and the AI Bubble
First, there was vibe coding. Within a week we were vibe marketing. Then we started vibe hiring and vibe fundraising. And now, as Brian Chesky (Airbnb’s CEO) pointed out, we are entering the era of “v...
shellypalmer.com
November 24, 2025 at 3:48 PM
Nvidia's latest earnings call sparked a debate: the numbers looked strong, but the structure behind them looked fragile. AirBnB CEO Brian Chesky calls it "vibe revenue," and my Sunday essay, Vibe Revenue and the AI Bubble, unpacks why the term is catching fire.
This is the canary in the coal mine. The IRS handles high-volume, rule-bound, compliance-driven workflows. If AI agents succeed here, the entire federal stack is sure to follow.
Agentic IRS Agents
The Internal Revenue Service is deploying Salesforce’s AI agent platform, Agentforce, across multiple divisions. Axios reported the rollout.
shellypalmer.com
November 21, 2025 at 2:41 PM
This is the canary in the coal mine. The IRS handles high-volume, rule-bound, compliance-driven workflows. If AI agents succeed here, the entire federal stack is sure to follow.
OpenAI released ChatGPT for Teachers: a set of tools that help with lesson planning, assignment creation, feedback, and differentiated instruction. Teachers now have a clear entry point for using AI without building workflows from scratch.
There are going to be some very big feelings about this.
There are going to be some very big feelings about this.
Free ChatGPT for Teachers
OpenAI released ChatGPT for Teachers yesterday: a set of classroom-focused tools that help with lesson planning, assignment creation, feedback, and differentiated instruction. Teachers now have a clea...
shellypalmer.com
November 20, 2025 at 2:16 PM
OpenAI released ChatGPT for Teachers: a set of tools that help with lesson planning, assignment creation, feedback, and differentiated instruction. Teachers now have a clear entry point for using AI without building workflows from scratch.
There are going to be some very big feelings about this.
There are going to be some very big feelings about this.
Gemini 3 arrives seven months after Gemini 2.5, less than a week after OpenAI’s GPT 5.1 update, and two months after Anthropic’s Sonnet 4.5. The pace of frontier model releases has compressed to weeks and months, rather than years.
Google's Gemini 3 Release Signals the End of Cautious AI Rollouts
Google released Gemini 3 yesterday with immediate availability across its entire ecosystem. The company says the model sets new performance benchmarks: Gemini 3 scored 37.4 on Humanity's Last Exam, th...
shellypalmer.com
November 19, 2025 at 1:29 PM
Gemini 3 arrives seven months after Gemini 2.5, less than a week after OpenAI’s GPT 5.1 update, and two months after Anthropic’s Sonnet 4.5. The pace of frontier model releases has compressed to weeks and months, rather than years.
Software may still be eating the world, but hardware’s time is just around the corner. Physical AI is about building things that work better, faster, and at scale. Can AI shorten the distance between an idea and a finished product? Prometheus is structured to find out.
Jeff Bezos is Back in the Game
Project Prometheus is a new AI company co-led by Jeff Bezos and physicist Vik Bajaj. According to the New York Times, the company raised about $6.2 billion before launch. It focuses on physical AI, wh...
shellypalmer.com
November 18, 2025 at 3:17 PM
Software may still be eating the world, but hardware’s time is just around the corner. Physical AI is about building things that work better, faster, and at scale. Can AI shorten the distance between an idea and a finished product? Prometheus is structured to find out.
My AI critic systems cut proposal revision cycles objectively improved the efficacy of our business writing.
If you create more than ten similar deliverables per quarter, you will benefit from a structured set of critics that evaluates your work the same way every time.
Here is how to build them.
If you create more than ten similar deliverables per quarter, you will benefit from a structured set of critics that evaluates your work the same way every time.
Here is how to build them.
How to Build an AI Critic System That Actually Improves Your Work
My AI critic systems cut proposal revision cycles by more than 40 percent over 18 months, shortened blog and social production time by over 50 percent, and objectively improved the efficacy of our bus...
shellypalmer.com
November 17, 2025 at 1:23 PM
My AI critic systems cut proposal revision cycles objectively improved the efficacy of our business writing.
If you create more than ten similar deliverables per quarter, you will benefit from a structured set of critics that evaluates your work the same way every time.
Here is how to build them.
If you create more than ten similar deliverables per quarter, you will benefit from a structured set of critics that evaluates your work the same way every time.
Here is how to build them.
If agentic shopping becomes a thing, Google will have the final piece of the attribution puzzle. I’m not sure what happens then, but it is the logical end state of agentic shopping.
Google Agentic Shopping is Just Beginning
Google released a new shopping feature that confirms what we talked about in last week's Agentic Browser Wars essay: Google is moving from search to action. The update lets users skip the cart step an...
shellypalmer.com
November 14, 2025 at 1:49 PM
If agentic shopping becomes a thing, Google will have the final piece of the attribution puzzle. I’m not sure what happens then, but it is the logical end state of agentic shopping.
According to OpenAI, GPT-5.1 follows instructions more reliably. Structured tasks run cleaner. Formats hold. Step-based logic fails less often. This is probably its biggest real-world improvement.
GPT-5.1 is an Upgrade, Not a Breakthrough
OpenAI just launched GPT-5.1, which fixes the things that broke your workflows. There are two new modes: Instant is faster and better at simple tasks, while Thinking uses adaptive compute allocation t...
shellypalmer.com
November 13, 2025 at 1:58 PM
According to OpenAI, GPT-5.1 follows instructions more reliably. Structured tasks run cleaner. Formats hold. Step-based logic fails less often. This is probably its biggest real-world improvement.
ElevenLabs has launched the Iconic Voice Marketplace, a licensing platform that lets brands legally use AI-generated replicas of famous voices in content and ads. It’s a consent-based system designed to bring order to synthetic speech.
The AI Voice Market Just Found Its Stars
ElevenLabs has launched the Iconic Voice Marketplace, a licensing platform that lets brands legally use AI-generated replicas of famous voices in content and ads. It’s a consent-based system designed ...
shellypalmer.com
November 12, 2025 at 1:55 PM
ElevenLabs has launched the Iconic Voice Marketplace, a licensing platform that lets brands legally use AI-generated replicas of famous voices in content and ads. It’s a consent-based system designed to bring order to synthetic speech.
Wikipedia just told the AI industry to stop scraping and start subscribing.
Wikipedia Wants AI to Pay Up
Wikipedia just told the AI industry to stop scraping and start subscribing. In a blog post Monday, the Wikimedia Foundation urged AI developers to access its content through Wikimedia Enterprise, a pa...
shellypalmer.com
November 11, 2025 at 1:20 PM
Wikipedia just told the AI industry to stop scraping and start subscribing.
Perplexity’s Comet, OpenAI’s Atlas, and Google’s AI Mode are all fighting to own the moment when your browser stops waiting for clicks and starts acting on your behalf.
Control is the issue. Whoever manages the agent that completes your purchase controls the data, the relationship, and the revenue.
Control is the issue. Whoever manages the agent that completes your purchase controls the data, the relationship, and the revenue.
The Agentic Browser Wars Have Begun
Three companies have declared war on how you use the internet. Perplexity AI launched Comet, its AI-powered browser, in July 2025. OpenAI released Atlas on October 21, promising a future where AI hand...
shellypalmer.com
November 10, 2025 at 1:51 PM
Perplexity’s Comet, OpenAI’s Atlas, and Google’s AI Mode are all fighting to own the moment when your browser stops waiting for clicks and starts acting on your behalf.
Control is the issue. Whoever manages the agent that completes your purchase controls the data, the relationship, and the revenue.
Control is the issue. Whoever manages the agent that completes your purchase controls the data, the relationship, and the revenue.
Sam Altman announced that OpenAI expects to top $20B in annualized revenue this year, with plans to reach hundreds of billions by 2030. The company has committed to $1.4T in infrastructure spending over the next eight years.
How exactly are they planning to pay for all this?
How exactly are they planning to pay for all this?
OpenAI's $20 Billion Bet
Sam Altman announced Thursday that OpenAI expects to top $20 billion in annualized revenue this year, with plans to reach hundreds of billions by 2030. The company has committed to $1.4 trillion in in...
shellypalmer.com
November 7, 2025 at 3:44 PM
Sam Altman announced that OpenAI expects to top $20B in annualized revenue this year, with plans to reach hundreds of billions by 2030. The company has committed to $1.4T in infrastructure spending over the next eight years.
How exactly are they planning to pay for all this?
How exactly are they planning to pay for all this?
Apple has finally admitted what the rest of us have known for years: Siri is terrible.
After more than a decade of living in last place among voice assistants, Siri is about to borrow someone else’s brain.
After more than a decade of living in last place among voice assistants, Siri is about to borrow someone else’s brain.
Siri Won’t Suck for Much Longer
Apple has finally admitted what the rest of us have known for years: Siri is terrible. According to reports from MacRumors and Bloomberg, Apple has struck a deal with Google to integrate the Gemini AI...
shellypalmer.com
November 6, 2025 at 1:48 PM
Apple has finally admitted what the rest of us have known for years: Siri is terrible.
After more than a decade of living in last place among voice assistants, Siri is about to borrow someone else’s brain.
After more than a decade of living in last place among voice assistants, Siri is about to borrow someone else’s brain.
This is the first major public clash between a top retailer and an AI company over agentic transactions.
If you’re thinking about building AI systems that execute actions in third-party environments, expect a wave of new access controls, licensing rules, and compliance audits.
If you’re thinking about building AI systems that execute actions in third-party environments, expect a wave of new access controls, licensing rules, and compliance audits.
Amazon Tells Perplexity to Stop Using its Store
Amazon has formally asked Perplexity to remove its “Comet” shopping agent from Amazon’s platform. The company released a statement on November 4, citing repeated requests that Perplexity stop allowing...
shellypalmer.com
November 5, 2025 at 3:52 PM
This is the first major public clash between a top retailer and an AI company over agentic transactions.
If you’re thinking about building AI systems that execute actions in third-party environments, expect a wave of new access controls, licensing rules, and compliance audits.
If you’re thinking about building AI systems that execute actions in third-party environments, expect a wave of new access controls, licensing rules, and compliance audits.
Studio Ghibli, Bandai Namco, Square Enix, and other Japanese rights holders have asked OpenAI to stop using their content to train Sora 2.
Studio Ghibli Tells OpenAI to Stop Training on Their Content
Studio Ghibli, Bandai Namco, Square Enix, and other Japanese rights holders have asked OpenAI to stop using their content to train Sora 2. The request came via CODA, Japan’s Content Overseas Distribut...
shellypalmer.com
November 4, 2025 at 3:14 PM
Studio Ghibli, Bandai Namco, Square Enix, and other Japanese rights holders have asked OpenAI to stop using their content to train Sora 2.
Once teams master generative tools and see their productivity improve, many begin to ask, “If AI can do this much of my work, what remains that’s uniquely mine?”
Researchers call this Identity Threat, and it’s becoming one of the biggest hidden obstacles to effective AI integration.
Researchers call this Identity Threat, and it’s becoming one of the biggest hidden obstacles to effective AI integration.
When AI Makes You Question Your Identity
Last week, I was facilitating an AI workshop for a group of senior executives at one of our F500 clients. As we explored ways to integrate generative AI into their workflows, the atmosphere was both e...
shellypalmer.com
November 3, 2025 at 3:15 PM
Once teams master generative tools and see their productivity improve, many begin to ask, “If AI can do this much of my work, what remains that’s uniquely mine?”
Researchers call this Identity Threat, and it’s becoming one of the biggest hidden obstacles to effective AI integration.
Researchers call this Identity Threat, and it’s becoming one of the biggest hidden obstacles to effective AI integration.
OpenAI just updated Sora 2, its AI video app, with tools that let users build reusable AI characters, stitch clips together into longer scenes, and remix content inside a social feed.
Sora 2: The Rise of AI Characters
OpenAI just updated Sora 2, its AI video app, with tools that let users build reusable AI characters, stitch clips together into longer scenes, and remix content inside a social feed.
shellypalmer.com
October 31, 2025 at 11:39 AM
OpenAI just updated Sora 2, its AI video app, with tools that let users build reusable AI characters, stitch clips together into longer scenes, and remix content inside a social feed.
According to reports from Engadget and Tom’s Hardware, a livestream from last week featuring a deepfake version of NVIDIA CEO Jensen Huang drew more viewers than the company’s real event.
It's time for countermeasures. Read more below.
It's time for countermeasures. Read more below.
When a Deepfake CEO Beats the Real Thing
According to reports from Engadget and Tom’s Hardware, a livestream from last week featuring a deepfake version of NVIDIA CEO Jensen Huang drew more viewers than the company’s real event.
shellypalmer.com
October 30, 2025 at 11:42 AM
According to reports from Engadget and Tom’s Hardware, a livestream from last week featuring a deepfake version of NVIDIA CEO Jensen Huang drew more viewers than the company’s real event.
It's time for countermeasures. Read more below.
It's time for countermeasures. Read more below.
The trend toward a highly agentic future is clear. I’m excited to see where this goes. Are you?
Adobe Max 2025: Creative Workflows Go Agentic
Greetings from Los Angeles. I’m here at Adobe Max, where Adobe is showing how quickly creative tools are evolving into full AI systems. This year’s event focuses on the convergence of generative media...
shellypalmer.com
October 29, 2025 at 12:58 PM
The trend toward a highly agentic future is clear. I’m excited to see where this goes. Are you?
This is not a reason to panic, but it is a reason to plan. Governance, agent permissions, and human-in-the-loop safeguards have to be adapted to the new threat. The future of productivity is agentic, but so is the future of cybersecurity.
Your AI Assistant Just Got Phished
Proofpoint, one of the world’s largest email security firms, has identified a new class of threats called AI-agent phishing. Instead of tricking people, attackers are now embedding malicious instructi...
shellypalmer.com
October 28, 2025 at 12:30 PM
This is not a reason to panic, but it is a reason to plan. Governance, agent permissions, and human-in-the-loop safeguards have to be adapted to the new threat. The future of productivity is agentic, but so is the future of cybersecurity.
AI isn’t hard to understand. It’s hard to talk about clearly. The technology moves faster than the language used to describe it, which leads to misalignment and wasted time. Every effective AI meeting starts with a shared vocabulary.
Use this glossary to make sure your team is on the same page.
Use this glossary to make sure your team is on the same page.
How to Talk About AI in a Meeting
AI isn’t hard to understand. It’s hard to talk about clearly. The technology moves faster than the language used to describe it, which leads to misalignment and wasted time. Every effective AI meeting...
shellypalmer.com
October 27, 2025 at 12:58 PM
AI isn’t hard to understand. It’s hard to talk about clearly. The technology moves faster than the language used to describe it, which leads to misalignment and wasted time. Every effective AI meeting starts with a shared vocabulary.
Use this glossary to make sure your team is on the same page.
Use this glossary to make sure your team is on the same page.
Microsoft just announced Copilot Mode for its Edge browser, turning its traditional browser into an active AI-powered assistant.
Microsoft’s Edge Joins the AI-Browser Race
Microsoft just announced Copilot Mode for its Edge browser, turning its traditional browser into an active AI-powered assistant.
shellypalmer.com
October 24, 2025 at 1:28 PM
Microsoft just announced Copilot Mode for its Edge browser, turning its traditional browser into an active AI-powered assistant.
Amazon’s latest delivery innovation, AI-powered smart glasses for its drivers, combines computer vision and augmented reality to deliver turn-by-turn navigation, package scanning, and proof-of-delivery capture without drivers having to look at their phones.
Amazon’s Delivery Glasses Are a Glimpse of the Future of Work
Amazon's latest delivery innovation, AI-powered smart glasses for its drivers, combines computer vision and augmented reality to deliver turn-by-turn navigation, package scanning, and proof-of-deliver...
shellypalmer.com
October 23, 2025 at 1:13 PM
Amazon’s latest delivery innovation, AI-powered smart glasses for its drivers, combines computer vision and augmented reality to deliver turn-by-turn navigation, package scanning, and proof-of-delivery capture without drivers having to look at their phones.
The flow of consumer intent is the most valuable signal in marketing. Google won’t wait long to ship a Gemini-powered Chrome with similar capabilities. To quote Yoda, “Begun, the agentic browser wars have.”
OpenAI Atlas Browser: The Agentic Web Is Live
I spent yesterday using OpenAI’s new Atlas browser. It’s the first real consumer-facing browser that turns AI into a functional agentic assistant. It’s clunky, imperfect, buggy, and still evolving. It...
shellypalmer.com
October 22, 2025 at 12:58 PM
The flow of consumer intent is the most valuable signal in marketing. Google won’t wait long to ship a Gemini-powered Chrome with similar capabilities. To quote Yoda, “Begun, the agentic browser wars have.”
Adobe announced AI Foundry, a new managed service where its engineers work with clients to create brand-specific models trained on their own data and creative assets.
Adobe is turning trust into a service. This may be what it takes to bring AI out of the lab and into the workflow.
Adobe is turning trust into a service. This may be what it takes to bring AI out of the lab and into the workflow.
October 21, 2025 at 1:08 PM
Adobe announced AI Foundry, a new managed service where its engineers work with clients to create brand-specific models trained on their own data and creative assets.
Adobe is turning trust into a service. This may be what it takes to bring AI out of the lab and into the workflow.
Adobe is turning trust into a service. This may be what it takes to bring AI out of the lab and into the workflow.