TSMC warns of a shortage until 2026, affecting Nvidia, Apple, and Qualcomm and potentially slowing wider AI adoption plans. Read online
On today’s podcast episode, we discuss the future of streaming, which streaming service stands out above the rest, how streamers are bringing more sports programming online, and what kind of programming people watch. Listen to the discussion as host Marcus Johnson welcomes analysts Paul Verna and Daniel Konstantinovic to the podcast.
The tug-of-war between Big Tech and foreign privacy and antitrust regulators is escalating, with end users hanging in the balance
Search is undergoing a seismic shift. Google is still the go-to for most inquiries, but generative AI is changing how people search, and leading people to explore alternative search engines. Meanwhile, paid search dollars are moving to retail media networks as shoppers begin their searches on Amazon and other retailer sites. And Gen Z’s search habits look different from older generations, with the cohort flocking to social media sites like TikTok and using visual search and chatbots.
Anthropic and Menlo Ventures challenge OpenAI with a $100 million fund for AI startups focusing on AI trust, safety, healthcare, and cybersecurity.
Taboola partners with Apple: The native advertising platform will insert ads into Apple News and Stocks, helping Apple surpass $10 billion in ad revenues for the first time.
The first contract protecting media jobs and salaries from genAI use could appease advertisers seeking authentic content sources.
Discord’s ad approach sets it apart: The gaming messaging app uses an active “quests” ad format, and is looking to entice non-gaming brands.
Record labels say Verizon encourages piracy through lax policies and prioritizes customer retention over legal compliance.
Clienteling is a retail tactic that helps brands forge a deeper connection with customers via 1-to-1 relationships between store associates and customers.
AI’s potential to transform search: GenAI can enhance search efficiency by delivering direct answers, reducing reliance on traditional keyword-based search engines like Google.
It’s implementing a strategy that more deeply connects each branch to its local community.
Google is still battling against made for advertising sites: A Pixalate report found that 72% of MFA sites sold ads via AdExchange in May despite industrywide improvements.
On today’s podcast episode, we discuss the differences between commerce media networks and retail media networks, how financial services and payment companies are leveraging media networks, who has been successful in the space so far, and who we expect to launch a media network in the next year. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sarah Marzano and Maria Elm.
US retail and dining foot traffic has grown nearly every month from June 2023 to May 2024, compared with the same period a year prior, according to data from Placer.ai.
YouTube adds text-to-speech and captions to Shorts: The platform upgrades its creator tools to compete with TikTok and attract younger audiences.
Generative AI to drive brands’ social media output: Businesses report efficiency gains but face challenges maintaining authenticity and preventing misinformation.