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Technology

On today’s podcast episode, we discuss the three big questions surrounding Amazon right now: Can it maintain its ad revenue momentum in 2026? Is AI spending a problem? Is it ready for agentic commerce? And more. Join Senior Director of Podcasts and host Marcus Johnson, along with Analysts Marisa Jones and Rachel Wolff. Listen everywhere, and watch on YouTube and Spotify.

Spend will surge within set schedules to hit monthly caps, homing in on high-intent search revenue.

A 6-3 ruling voids IEEPA duties, relieving AI, retail, and cloud sectors squeezed by import costs.

Streaming is 20% of TV viewing vs. 50% in the US, reshaping cross-border ad bets and connected TV engagement assumptions.

A smartwatch launch in 2026 could sharpen Meta’s device play, reduce ads reliance, and open up new AI touchpoints.

Its no-code tool brings scenario planning to marketers, aiming to turn episodic modeling into daily decisions.

Platforms like Google are pushing AI search offerings, compressing clicks and centralizing control of information and traffic.

The AI search firm is betting on subscriptions instead, arguing that even labeled promos erode trust.

Big Tech shifts to India’s scale, talent, and AI-first workforce as Western growth slows and China risk rises.

Its pivot from design tools to AI infrastructure offers faster, cheaper content as marketers scale output.

LinkedIn and OpenAI build AI hiring platforms, threatening staffing firms’ 15% to 30% markups.

New tools support seamless watching and dynamic ad spots, helping Apple rival YouTube and Spotify.

Marketers fear AI flooding search and inboxes, eroding differentiation just as SEO, email, and traffic performance slide.

Lawmaker and user backlash kills Flock partnership, exposing limits of opt-in AI surveillance plays.

Engagement peaks at 1 to 3 minutes, dips at 3 to 5, then rebounds, challenging the “shorter is better” playbook.

From drafts to tunable feeds, platforms are using small updates to boost engagement and meet user expectations.

Tech players ramp up capex, betting massive data centers will turbocharge ads and automation despite investor jitters.