Unfiltered Media

Justin Lebbon & Ian Whittaker

LLMs, media plans and creators: are brands walking into a trap?

OCT 16, 202631 MIN

Description

Justin Lebbon talks to Shane Skillen, CEO of Hotspex, an AI specialist working with Fortune 100 brands, about what AI is really changing in branding, media and the creator economy — and what it isn't. LLMs as the new "zero moment of truth": answer engines scan everything known about a brand to make personalised recommendations. Hotspex research found 71% of consumers overrode an LLM's recommendation when they had a strong emotional connection to a brand — weaker brands are left "at the mercy" of the model. The platform flywheel: Skillen argues Google and Meta benefit from weak brands, citing Meta's move to pull product catalogs onto-platform to capture sales and boost ROAS, and Meta's AI assistant Muse as a shopping gateway. AI bias in media planning: 63% of media buyers now use AI to plan media (Futuri study). Unprompted, a test plan pushed ~57% of a $10m QSR budget into Google, Meta and Amazon; adding IPA econometric and MMM instructions dropped that to 20% and lifted TV and traditional to 38%. Gemini recommended just 6% TV while heavily favouring YouTube. Why the skew exists: roughly 100x more marketing-effectiveness data exists for digital in training sets than for TV, radio and out-of-home — and closed models can be tuned to favour owner properties. Human in the loop: Skillen pushes back on the "no human will touch a media plan" prediction, warning of model bias and "AI psychosis." Creators vs TV: Unilever's shift toward creators (from 30,000 to 300,000) raises consistency risks — if creators give different "reasons to believe," LLMs training on that content get confused. Justin counters that creator environments are low-attention and platform-dependent. The consistency imperative: brands need "singularity" across touchpoints so AI assistants form a coherent view at the moment of purchase. Key takeaways Hotspex research found 71% of consumers overrode an LLM's recommendation when they had a strong emotional brand connection — strong brands matter more, not less, in an agentic shopping world. 63% of media buyers now use AI to plan media (Futuri), and left unprompted those tools default heavily to digital — about 57% of a test budget into Google, Meta and Amazon. Adding IPA econometric models and MMM data to the prompt shifted the mix to 20% digital and 38% TV/traditional; Gemini allocated just 6% to TV while favouring YouTube. The skew exists because training data holds roughly 100x more effectiveness evidence for digital than for TV, radio and out-of-home. Skillen argues Google and Meta benefit commercially from weaker brands and will push to go brand-direct via their own AI. Creators are growing (~28% globally) but risk brand fragmentation; without consistent 'reasons to believe', AI assistants won't confidently recommend a product.