On today's special podcast episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover retail media network investment and experimentation, the generative AI (genAI) bubble, and Google's dominance. Tune in to the discussion with this month's contestants: our vice president of content Suzy Davidkhanian, analyst Evelyn Mitchell-Wolf, and vice president of Briefings Stephanie Taglianetti.
On today's episode, we discuss whether it's too early to talk about Gen Alpha, delivering things without the box, what's happening on TikTok Live, fast fashion looking to repairs, what websites will look like in the future, the most popular theme parks in the world, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, analyst Blake Droesch, and forecasting director Oscar Orozco.
On today's episode, we discuss the ways in which firms are prepared—and unprepared—for AI, what happens when companies have finished test-driving generative AI, and what to make of Meta giving away its AI model. "In Other News," we talk about when we can expect to see GPT-5 and how Apple’s lip-reading technology could be a step toward artificial general intelligence. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.
On today's episode, we discuss what Google's Q2 ad growth is telling us, what to make of YouTube's recent performance, and how Google will fair in the second half of the year. "In Other News," we talk about Google rolling out the first step of third-party cookie replacement and what Microsoft is betting on for the future. Tune in to the discussion with our analyst Evelyn Mitchell-Wolf.
On today's episode, we discuss what to make of Twitter changing its name to X, whether Walmart is crushing Amazon in the grocery wars, what a billboard in your living room would look like, what Gen Z has done to the purchase funnel, why Airbnb doesn't have a loyalty program, what the most popular museums around the world are, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.
On today's episode, we talk about the top three banking trends for the second half of the year that are identified in Insider Intelligence's latest report, Banking Trends to Watch for H2 2023. We discuss in detail banks' renewed focus on customer acquisition, how mergers and acquisitions have returned to the space, and in what ways banks have begun rolling out generative AI tools. Join the discussion with host Rob Rubin and our analysts Eleni Digalaki and David Morris.
On today's episode, we discuss whether Threads can keep up its momentum, if TikTok Music can compete in the music streaming world, how engagement with the Women's World Cup will look, what to make of the Burger King rebrand, whether US consumers actually shop on social media platforms, who invented the first-ever hybrid car, and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.
On today’s episode, we discuss how Gen Zers are different from older generations in that a lot of their financial services product consumption will be embedded within non-financial service-specific experiences. In our "Headlines" segment, we examine how convenience plays a major factor into Gen Z decision-making. In "Story by Numbers," we discuss Gen Z’s use of Apple Pay in consumer finance and if consumers can find competitive prices while using embedded finance experiences. And in "For Argument's Sake," we debate if more than 10% of Gen Z or Gen Alpha will go their whole lives without establishing direct relationships with financial service providers. Listen in to the conversation with host Rob Rubin and our analysts Grace Broadbent and Eleni Digalaki.
On today’s episode, we discuss the environmental impact of blockchain technology and cryptocurrency mining. In our “Headlines” segment, we discuss the deal Bitdeer, a Bitcoin-mining company in Texas, had with the state when the power grid became distressed during the winter of 2021 and how crypto must overcome its reliance on old technologies that pollute the environment. In “Story by Numbers,” we discuss a 2022 report conducted by climate and economic researchers that estimates Bitcoin mining may be responsible for 65.4 megatons of carbon dioxide per year, comparable to the entire country of Greece. And in “What If,” we examine what would happen to crypto if governments around the world required carbon tax credits in order to operate and restrictions were put in place for the amount of energy crypto and blockchains consume. Join the conversation with host Rob Rubin and our analysts Jenna McNamee and David Morris.
On today's episode, we discuss how concerning Google's drop in search ad revenues is, the likelihood of Google getting broken up by the US Department of Justice, and the main reason YouTube is struggling. "In Other News," we talk about which cookie alternatives are emerging as favorites and the significance of Microsoft adding ChatGPT's AI technology to its search engine, Bing. Tune in to the discussion with our analyst Evelyn Mitchell.
On today's episode, we discuss the significance of Google's ChatGPT rival Bard, whether Instacart's shoppable TV QR codes can be a hit, if Fanatics can crack the US livestream shopping code, whether Twitter allegedly shedding users is a short-term issue, where (and how) we listen to music, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Blake Droesch and Evelyn Mitchell.
Google Cloud’s $100B opportunity: Data residency and sovereignty in regions like Africa, Latin America, Southeast Asia, and Greece could be Google Cloud’s competitive advantage in its pivot to a network provider.
Big Tech vs. SCOTUS: Social media regulation goes before the Supreme Court, with a lawsuit against Google in focus. Rulings could have major implications for user content on the internet.
Positive movement in the chip sector: Samsung aims for 2 nanometer chips, Intel tries its luck with GPUs, and Micron plans to invest $100 billion in a New York factory.
Focus on cross-platform messaging: Google is ramping up pressure on Apple to adopt Rich Communication Services (RCS) as an equitable cross-platform standard. We breakdown RCS and its potential to unify mobile messaging.
Omnipresent Amazon craves omniscience: The company’s latest products show it wants to get even closer to customers in the real world. But with concerns over privacy and security, there could be trouble ahead.
Despite slowing sales growth, US ecommerce sales will top $1 trillion for the first time this year. Our “Reimagining Retail” podcast team spoke about the latest ways retailers are trying to streamline their ecommerce operations.
Competition coming for the Switch: More powerful devices that can leverage 5G connectivity and vast libraries of popular PC and mobile games will be the foundation for next-generation handheld gaming.
IT spending trumps recession fears: A report shows that the looming recession isn’t dissuading companies from growing IT departments. But a struggling cybersecurity workforce might make it difficult to enact.