Brand Visibility Watch™ — October 17, 2025
Executive Note
Assistant volatility accelerated this week.
While total Prompt-Space Occupancy Score (PSOS™) movement narrowed, the direction flipped in multiple sectors — showing that brand visibility inside assistants behaves less like SEO drift and more like asset price volatility.
Where incumbents rebounded, they did so unevenly; where challengers advanced, they began to consolidate.
The week underscores a structural truth: AI visibility is now cyclical, not cumulative.
Boards should begin monitoring assistant recall with the same cadence they apply to market exposure and liquidity stress testing.
Revenue-at-Risk (RAR)
Each percentage-point change in brand recall inside AI assistants continues to translate into proportional shifts in customer intent. RAR quantifies this by converting recall deltas into monthly financial exposure based on each sector’s AI-influenced demand baseline.
The sectors below show current visibility deltas and implied monthly RAR.
Auto — EV Convergence Tightens
- BMW: +11 pts → $132 M regained
- Tesla: −9 pts → $108 M at risk
- Mercedes: +3 pts → minor gain
Cumulative Revenue-at-Risk: $108 M/month (baseline $1.2 B)
Implication: Gemini’s retrain narrowed sustainability bias; Tesla’s dominance softens as assistants diversify recommendations. BMW’s PSOS™ recovery signals early adaptation to assistant-level metadata optimization.
Banking — Challenger Banks Rising
- Citibank: −18 pts → $162 M RAR
- JPMorgan: −6 pts → $54 M RAR
- Revolut: +17 pts → gain
- Monzo: +11 pts → gain
Cumulative Revenue-at-Risk: $216 M/month (baseline $0.9 B)
Implication: ChatGPT 4o increasingly lists fintechs alongside legacy banks in “best mortgage” and “top checking” prompts. The substitution is subtle but continuous.
Luxury — Heritage Brands Stabilizing
- Dior: +8 pts → $48 M regained
- Gucci: +4 pts → $24 M regained
- Zara: −10 pts → $60 M RAR
- H&M: −7 pts → $42 M RAR
Cumulative Revenue-at-Risk: $102 M/month (baseline $0.6 B)
Implication: Assistants rebalance toward high-end names after over-indexing on fast fashion last week. Early signs of brand gravity returning when assistants factor sustainability provenance.
SaaS — AI-Native Entrants Distorting Recall
- Salesforce: −14 pts → $56 M RAR
- HubSpot: −5 pts → $20 M RAR
- Notion: +12 pts → gain
- ClickUp: +9 pts → gain
Cumulative Revenue-at-Risk: $76 M/month (baseline $0.4 B)
Implication: LLM retrains show assistants overweighting AI-native productivity platforms at the expense of established CRMs. Traditional SaaS firms risk brand dilution through prompt-space substitution.
Aggregate Exposure
- Auto: $108 M
- Banking: $216 M
- Luxury: $102 M
- SaaS: $76 M
- Total Estimated RAR: $502 M/month
Visibility risk contracted 56 percent week-on-week, but volatility persisted across all four verticals. Consolidation at lower recall levels suggests partial mean reversion — not stability.
Methods in Brief
- Prompts: 20 per sector (high-intent, pre-registered)
- Assistants: ChatGPT 4o, Gemini 1.5 Pro, Claude 3.5 Sonnet
- Session Controls: neutral, signed-out, English (US/EU)
- Date Tested: October 15 2025
- RAR Formula: (|Δ recall| ÷ 100) × sector baseline monthly AI-influenced revenue
Interpretation for Boards and CMOs
Assistant ecosystems continue to behave as non-linear markets — with retrains producing recall spikes and troughs that no search dashboard detects.
Boards should now:
- Integrate AIVM metrics into quarterly risk dashboards.
- Track PSOS™, Tᵣ, and VVI alongside financial KPIs.
- Demand independent visibility audits under the AIVO Standard™.
Early adopters who monitor visibility like volatility will protect both equity and earnings before AI assistants rewrite demand allocation again.
Learn where you’re winning, where you’re being substituted, and what every prompt-space shift could add to your top line.
Book an AIVO Audit → https://aivostandard.org/psos-audits/