Alphabet's cloud revenues disappoint, and capacity remains strained. Could hefty AI spending outpace its profits and potential cost savings?
Its text-to-image genAI tool reduces costs by operating on-device, but the company still faces high user acquisition costs and dominating rivals like Meta.
European AI startups secured $8 billion in 2024, yet strict regulations and reliance on US capital could stifle homegrown innovation..
Short-form video offerings signal the platform’s push to become more than just a job-hunting site as it aims to compete for screen time with TikTok and Instagram.
Fresh off an FTC settlement, the platform now faces a data breach—fueling doubts about its security and jeopardizing its acquisition by Wonder Group.
AI-driven efficiencies boosted profits, but maintaining growth may require more than automation and personalization to keep users engaged and willing to pay more.
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.