Poor planning, political posturing, and a shift to inference workloads turned China’s state-backed data center spree into a cautionary tale for US hyperscalers.
On today’s podcast episode, we discuss Meta’s capacity to weather the tariff climate, how Meta plans to redefine advertising, and what happens if it is forced to sell Instagram and WhatsApp. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.
Both firms are slashing hundreds of jobs, citing AI efficiencies and market shifts—signaling a future where only the AI-proficient survive.
Claude’s new tool offers developers a way to skip the browser and run real-time, cited searches—threatening ad models and SEO strategies alike.
As OpenAI downshifts profit goals, Microsoft may trade revenues for long-term access, reshaping one of AI’s most powerful partnerships.
While developers tout productivity bots, users prefer simple, free, opt-out-friendly AI for creative and informational help—not task automation they never asked for.
Pinterest’s Q1 involved strong user and global revenue growth: US monetization, though, could be under pressure moving forward.
As AI search gains traction, Apple hints it won’t stay Google’s passive partner—potentially redrawing the future of search, ads, and browser dominance.
With always-on AI, Meta’s next smart glasses could normalize surveillance as convenience—especially in a lax US regulatory climate.
Consumers stick with retail brands that reflect their identity, act with integrity, and make them feel good—especially when those brands recognize loyal customers. Perks like early access matter, but tech like AI only resonates when it genuinely makes shopping easier. To keep people engaged, brands should focus on making all customers—from high earners to rural shoppers—feel seen and valued. Here’s how consumers view their favorite brands and how brands can provide more value to loyal customers.
VSCO’s new AI moodboard blends image editing and teamwork—positioning it as an unexpected contender in marketing workflows without triggering AI fatigue.
WPP could rebrand GroupM as WPP Media: The change may benefit WPP, but rebranding alone won’t solve all of its problems.
A growing majority worry AI will distort news, cut jobs, and mislead audiences—pressuring media brands to prioritize transparency and human oversight in AI use.
A move to a public benefit structure could drastically cut Microsoft’s profits, signaling a power shift in the alliance that has fueled Azure’s recent growth.
Many workers embrace genAI tools like ChatGPT in secret to gain an edge, raising concerns around job insecurity, workplace transparency, and growing cybersecurity risks.
Google’s AI Max product promises one-click boost to ad performance: AI integration will allow for advanced query matching, but a Chrome sell-off looms large.
Netflix remains a revenue leader in the streaming space, however tariff concerns and tightening budgets for both consumers and advertisers have increased the pressure across all providers to stand out.
On today’s podcast episode, we discuss why Google is now keeping third-party cookies, who’s most likely to buy Chrome if they have to sell it, and the impact of AI Overviews so far. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Principal Analyst Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.
As tariffs put pressure on retail media budgets, advertisers are, in turn, pressuring retail media networks (RMNs) for more sophisticated measurement tools that provide them with richer data across the entire funnel.
Reddit’s global growth is now core to its business: Community-driven expansion and ad revenues abroad are transforming the platform’s trajectory.