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.
OpenAI, Microsoft bullish on humanoid robots: They’re in talks to invest in startup Figure AI as humanoid robots hit factory floors. Google’s research could bring the tech to maturity.
The leading EV manufacturer is doubling outlets and focusing on local market needs to boost adoption—lessons US manufacturers might be able to learn from.
The Vision Pro’s technology and immersive user experience get high marks from reviewers, but its premium cost and concerns about developer support are barriers to adoption.
Google unveils new Bard-powered features for Android: Smartphones are a powerful way to connect users with generative AI. Prioritizing digital privacy is a winning strategy.
Apple could make history at WWDC this year: It’s planning big generative AI announcements that could help it catch up and potentially surpass rivals in key product areas.
Generative AI’s costs, skill gaps, and infrastructural challenges are slowing enterprise adoption. 2024 could see an uptick as AI investments increase.
iRobot’s CEO exits as the company lays off 350 workers. Tech giants face M&A challenges as regulation reshapes acquisition strategies.
Biden invokes Defense Production Act to rein in AI development: It’s the most significant step by the US government on AI regulation to date, but sparse details mean uncertain enforcement.
Microsoft takes more aggressive measures to boost its AI cloud revenue: It’s using its GitHub Copilot platform to entice new cloud customers, leaving AWS and Google to catch up.
Compliance with the DMA comes with fees and risks. Sideloading is allowed, but unvetted apps increase user risk. The big win for EU regulators could set a global precedent.