Get the correct answers to our Big Question quiz in the EMARKETER Daily newsletter.
China’s antitrust regulator accused Nvidia of violating commitments from its 2020 Mellanox acquisition, intensifying US-China tech tensions. The probe sent Nvidia’s stock down more than 2% in trading before it recouped most of the losses Monday, per The New York Times. If Nvidia’s access to China narrows, ad tech platforms—built on AI engines for media buying, personalization, and measurement—would see higher costs, delayed feature rollouts, and bottlenecks in innovation. Advertisers and CMOs should diversify providers, press vendors on supply chain resilience, and stay nimble in deploying AI tools.
Last week’s Amazon-Netflix partnership represents a convergence between commerce media and streaming TV that promises to blur the lines between brand-building and performance marketing while raising fundamental questions about which budgets, which teams, and which strategies will control advertising's future.
On today’s podcast episode, we discuss why Spotify is still considered the king of audio streaming, why advertising is not working out quite as they’d hoped (yet), and how they might become a social platform. Join Senior Director of Podcasts and host, Marcus Johnson, and Senior Editor, Daniel Konstantinovic. Listen everywhere and watch on YouTube and Spotify.
Amazon is developing two models of AR glasses to compete with Meta and Qualcomm in a bet that smart glasses could power the next wave of mainstream consumer devices. The company is planning a consumer version, internally named Jayhawk, and a model designed for delivery drivers, called Amelia, per The Information. The push in AR glasses reflects Amazon’s long-standing strategy of building hardware as a gateway to services and subscriptions. If successful, the device could lock consumers even more tightly into Amazon’s marketplace, collect constant user data for AI model and product improvement, and encourage daily engagement with Amazon platforms.
The news: Spotify will bring high-fidelity, “lossless” audio to premium subscribers over the next two months across 50 markets, putting an end to years of speculation that it might gate the feature behind a more expensive subscription tier. Our take: Lossless audio certainly won’t be a detractor for Spotify and could help make it an even stickier service with low churn—something the company already excels at. While it is unlikely to drive subscriptions and doesn’t address the company’s advertising pains, it doesn’t hurt to add features that will keep users from cancelling or drifting to competitors.
“We have a rule at Liquid Death that if you expect us to do it, we should not do it,” said the brand's chief media officer Benoit Vatere at EMARKETER’s Future of Digital Summit yesterday. Vatere outlined the brand’s paid social challenges, why it’s doubling down on connected TV (CTV), and how it plans to build standout creative as it expands into the crowded energy drink space. Here are a few takeaways from the session.
Major web publishers, including Reddit, Yahoo, Medium, and Quora, are joining forces to push for a new content licensing system for AI publishers. The group is backing Really Simple Licensing (RSL), an open standard that lets publishers dictate how AI bots scrape their content and includes payment and royalty requirements. If publishers’ collective action can successfully enforce licensing terms for content scraping, regulators may follow with broader mandates. Visibility inside generative engines could change, pushing marketers to further prioritize generative engine optimization (GEO) strategies and comprehension of how AI responses source, cite, and surface branded content.
Social media (27%) and streaming video (25%) have the highest percentage of time spent on gaming-related content, per May 2025 data from Bain & Company.
For podcasts that run under 15 minutes, an average of 21.8% of the play time is ads, according to an August 2025 report from Magellan AI.
The news: Microsoft will avoid a major EU antitrust fine by agreeing to sell its Teams app separately from Office 365 and Microsoft 365. Brussels is set to approve the deal after a positive market test, with no strong objections from rivals or customers, per Bloomberg. As part of the settlement, Microsoft must not only unbundle Teams but also lower prices on Office packages without it and improve interoperability with rival apps such as Zoom, Slack, and similar productivity tools. Our take: Microsoft sidesteps a fine but loses its bundling edge. The move levels the playing field for Slack, Zoom, and others—while showing the EU’s playbook is evolving from punishing fines to behavioral change.
Black adults in the US spend 45.9% of their total TV time on streaming platforms—more than both cable (22.4%) and broadcast (21.8%) combined, according to July 2024 data from Nielsen.
The news: Even before the IFA 2025 show floor opens in Berlin, brands are flooding Europe’s CES with announcements pushing AI beyond PCs and phones into the smart home. Ambient intelligence promises proactive tech: Manufacturers unveiled ecosystems that link appliances, security, lighting, and entertainment—using “ambient intelligence” to replace voice and app commands with proactive, intuitive service. Our take: The race to ambient intelligence shows where innovation is headed—invisible systems that anticipate needs. But over-automation risks eroding consumer control and deepening dependence on walled gardens.
Over half (54%) of US ad-supported TV viewers who paused content did so for between one and five minutes, long enough to serve a targeted ad, according to April data from Magna Global and DIRECTV Advertising.
The news: ChatGPT’s referral traffic to websites plummeted 52% in a single month after a fundamental shift in how the AI model operates. OpenAI manually reweighted its system to prioritize sources that provide direct, helpful answers, per Search Engine Land. Our take: Declining web traffic means declining revenues. For marketers and publishers, the mandate is to adapt to GEO or risk invisibility in a world where AI answers, not clicks, dominate. Reshaping web content to be more answer oriented could help surface it in ChatGPT, but that’s easier said than done for publishers with legacy content. Companies that move early to understand and influence AI citation patterns will secure a competitive edge as this new content distribution landscape takes shape.
The news: YouTube TV may drop Fox News, Fox Sports, and Fox Broadcast Network this week if Google and Fox Corporation don’t agree on renewal terms. A blackout removing seven Fox channels could ding YouTube TV’s engagement—especially during live sports and election season, when Fox’s properties pull massive audiences, per CNBC. Our take: Fox Sports specifically drives real-time viewership. Losing it weakens YouTube TV’s live-programming value proposition. For streaming platforms like YouTube TV, it’s a warning—content gatekeepers are no longer willing to share access without premium payouts. YouTube can negotiate partial or sports-only rights to minimize disruption, but the cost will likely be passed on to subscribers. If Fox goes dark on YouTube TV, advertisers must reallocate spend or risk diminished ad performance.
The news: Perplexity added a standalone subscription tier for its Comet agentic AI browser that will fund a $42.5 million publisher revenue-sharing program. Comet Plus costs $5 per month and gives users access to “premium content from a group of trusted publishers and journalists.” The browser is included in Perplexity Pro and Max subscriptions. Our take: Brands should actively monitor how their content is used across AI platforms and consider usage-based deals for fair compensation, especially if content is regularly surfaced by AI tools. They should also examine the real revenue potential of partnerships like Comet Plus and scrutinize audience size, payout structures, and long-term sustainability before committing.
The news: Elon Musk tried to enlist Meta CEO Mark Zuckerberg in a $97.4 billion takeover of OpenAI in February, per court filings in OpenAI’s ongoing countersuit against Musk. The failed bid was Musk’s response to OpenAI’s potential shift to a for-profit model, which he claims broke its founding mission. Our take: The initial phase of the AI boom, defined by research breakthroughs and experimentation, is giving way to a more aggressive era of market consolidation, legal entanglements, and power politics. Litigation is emerging as the last resort when innovation stalls or acquisition paths close—an indicator that the AI industry could be entering a defensive phase where court battles stand in for competitive breakthroughs.