On the podcast we discuss what to expect as banks deploy more AI in 2024. We chat about several use cases for AI, like customer service and chatbots, personalized banking services, fraud detection and prevention, credit scoring and risk assessment, as well as personalized marketing. In “Place Your Bets,” we distribute 10 points to four predictions in order to rank the relative likeliness that each one will come true. We rank the following to see which is most likely to happen in 2024: news stories about overzealous chatbots stops banks from rolling them out, regulators squash attempts to use AI for investment advice, the deployment of AI enables banks to initiate massive layoffs, and small banks and credit unions are able to win more customers because of their deployment of AI for customer service. Listen to the conversation with host Rob Rubin and our analysts Jacob Bourne and Gadjo Sevilla.
The sector’s blueprint for recovery focuses on efficiency, innovation, and strategic investments in AI, cloud computing, and cybersecurity.
Microsoft, Amazon, and Google adapt strategies for AI-driven growth with mixed results. But genAI’s hunger for cloud computing could increase costs.
YouTube TV surges to 8 million subscribers: Google’s diversification strategy is paying off as it keeps a finger on the pulse of consumers’ digital entertainment preferences.
Zuck is reading our 20-year-old Facebook posts: He says they’re being used to train AI models, but it raises a key question about who owns the content.
On today's podcast episode, we discuss what artificial general intelligence (AGI) is capable of, why everyone is rushing to create it, and how close we are to reaching it. "In Other News," we talk about 'Ready Player One' becoming a metaverse experience and how we will start controlling our smart homes. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.
Snap, Okta, and Zoom are the latest to cut jobs. Workers find solace in smaller firms and diverse industries, but AI's rise and profitability pressures could mean continued job loss.
Apple’s Vision Pro hits US stores: Creative use cases point to a possible win for the tech giant’s broad use-case marketing. The headset’s weight is its achilles heel.
Leading other Big Tech players in AI patents signals R&D strength, but surfaces challenges in converting patents to market success against firms like OpenAI.
Google retires Bard and embraces Gemini: It wants to cast off negative associations and emphasize its generative AI strengths. Its recent moves could pay off.
On today's episode, we discuss the appeal of Prime Video with ads, why we might see more honest and transparent advertising, the inevitability of face computers, Netflix's chances of becoming a significant gaming hub, how the average retirement age is changing and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.
Apple leans into AI following a questionable earnings report: It beat expectations but not to the degree that investors are looking for. Apple knows the iPhone needs a generative AI upgrade.
Amazon shoppers, meet chatbot Rufus: It’s part of a broader trend of Big Tech weaving AI into existing products and services. But it’ll have to live up to customer expectations.
On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.
Companies must balance AI chip production with their mainstay PC, server, and smartphone chip lines in an evolving semiconductor industry.
Shopify leans on AI to drive growth: AI is powering everything from the company’s new media editor to semantic search to ad-targeting tools.
Google One approaches 100 million subscribers: It’s balancing sluggish ad revenue with gains in subscription and cloud services. Future success calls for more income streams.
Threads rises to No. 4 in download chart as interest surges. Meanwhile, X struggles with dwindling appeal under Musk. Meta’s focus on moderation could be key to overtaking X.
When millions in funding isn’t enough for an AI startup’s survival: New generative AI companies are looking to sell but Big Tech isn’t at liberty to buy, creating an opportunity for mature startups.
Google’s AI pivot yields cloud boom while ad revenues bust: Its latest earnings report points to an underlying pain point in its business model both challenged and buoyed by AI.