The Zeitgeist: October 17, 2025

Today's Edition: MANGO, TBPN and Performative Reading

Good morning. OpenAI’s been busy making friends. The company teamed up with Walmart to let shoppers buy directly through ChatGPT. It’s also linking up with Instacart, Uber and DoorDash, connecting more than 800 million weekly ChatGPT users to real-world services. The shift is clear: consumers are moving from search bars to conversations, and from transactions to trusted exchanges.

Meanwhile, the food world’s latest drama is about who copied whose lunch. Smucker’s is suing Trader Joe’s, claiming its crustless PB&Js look a little too familiar. The case spotlights an age-old grocery gray area - you can’t trademark a sandwich, but you can definitely stir up a legal jam trying.

Campaigns

Earned-friendly campaigns & clever moments

Also, Dunkin’s Spider Donut Halloween costume, European Wax Center’s witty OOH ads, Alex Cooper x Crocs’ dog-inspired clogs, Ramp x Brian Baumgartner’s Flatiron finance stunt (featuring Andy Buckley), 818 Tequila’s Texas tailgate and Bobbie’s new Chief Confidence Officer, Cardi B.

Culture 

Snackable bites of consumer culture

Corporate

Commerce

Shopper society snapshot

Connections

Feed intelligence & AI tips

Media Moves & Intel:

  • Christina Wilkie, formerly senior politics editor for CNBC.com, is now senior business editor at NBC News.

  • Jena McGregor, formerly senior editor of work/leadership at Forbes and editorial director and VP of content strategy at Modern Executive Solutions, is now managing editor of Charter, which covers work issues. She starts in Nov.

  • Robert Hart, formerly senior reporter at Forbes, is now AI reporter at The Verge. He is based in London.

  • Brent Sanchez, formerly senior editor at Yahoo Finance, has left the news organization and is taking time off to welcome his first child.

  • Layoffs were announced this week at NBC News.

  • Mike Butcher, formerly editor-at-large at TechCrunch, launched Pathfounders, a new site covering tech startups and VC firms, on Beehiiv. Pathfounders will publish content on its website and newsletter, with a podcast and events also planned.

  • Bloomberg launched a new global podcast, The Mishal Husain Show, featuring the former BBC News presenter and in-depth conversations with newsmakers, leaders, cultural figures and thinkers. The podcast premieres today, 10/17, as part of Bloomberg Weekend, its weekly ideas and culture section.

  • Business Insider is launching First Trade, a new weekday newsletter on what’s moving markets, on Monday 10/20.

Also... check out MapCrunch, which teleports you to a random place in the world by showing daily street views from Google Maps.

Thanks for reading.

If you need help accessing the full text of any of these stories, drop your team a line and we'll send it right over.

—The Editors

Was this email forwarded to you? Subscribe to the Confidant Zeitgeist here.