On today’s podcast episode, we discuss how DeepSeek pulled the rug from under the established AI giants, how it stacks up against other chatbot models, and why it has changed the AI conversation moving forward. Tune in to the conversation with Director of Podcasts and host Marcus Johnson, Analyst Grace Harmon, and Senior Analyst Gadjo Sevilla. Listen everywhere and watch on YouTube and Spotify.
Its new Advanced Planning Unit will study AI’s societal and economic impacts, aiming to refine business strategy amid soaring investments and mixed customer reactions.
The startup argues its chatbot platform is protected like movies and video games, but the legal system’s AI blind spots leave its liability in question.
While iPhone and wearables sales slipped, Apple’s services revenues grew 13% YoY to $26.3 billion. Apple Intelligence hasn’t paid off yet, but monetizing Siri could give it a boost.
The price of its Mississippi data centers jumped 60% as infrastructure expenses rise for AI and cloud computing—costs that may trickle down to businesses and consumers.
Its Safety Advisory Council warns that shifting to community notes exposes users to misinformation. Transparency and AI-driven oversight could help rebuild trust.
Despite a $5 billion quarterly loss in the division, Meta remains committed to VR, even as rivals like Apple, Google, and Samsung close in.
Q4 revenues grew 2% YoY to $25.7 billion but fell short of expectations. Surging R&D costs threaten Musk’s ambitious 2025 production goals.
With new feed-customization and business tools, it’s primed for deeper user engagement. But as ads roll out, brand safety worries could stall advertiser interest.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Enterprises struggle to integrate AI agents with their existing tools and solutions, with 80% of IT leaders citing data integration as the key challenge.
The image generator’s open-source availability raises concerns about potential misuse for deepfakes and misinformation, especially in the absence of robust AI safety regulations in the US.
Update adds visual intelligence features, app integrations, and automatic opt-in for Apple Intelligence features—which could boost adoption, or annoy users.
Microsoft, Oracle, and billionaire investors are vying for a TikTok buyout, with ByteDance keeping a stake. The deal could reshape TikTok’s data security and advertising model.
Sam’s Club's efforts to streamline its shopping experience pay off: It soared past Costco to place first in this year's customer satisfaction rankings for general merchandise retailers.
Space economy expansion sparks ad concerns: Visible space ads could disrupt celestial studies and humanity's connection to the night sky.
While AI adoption could save employees significant time, most still see it as a draft generator—helpful, but far from a finished product.
The AI agent interacts with the internet like a human and could replace personal assistants—but its data storage and cost implications loom large.
As genAI expands beyond chatbots, app categories like banking and messaging could see AI-driven disruption, reshaping mobile habits and spending trends
A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5.