The news: Apple’s highly anticipated AI enhancements, particularly for Siri, remain unfinished. During WWDC 2025, SVP Craig Federighi confirmed delays, stating Apple needs “more time to reach a high-quality bar.” No major voice assistant upgrades were announced. Apple’s most relevant AI move wasn’t a product—it was a warning: Ahead of its event, Apple published a research paper arguing that top models like OpenAI’s GPT-4o, Anthropic’s Claude 3.7, and Google’s Gemini don’t truly “reason.” Instead, they create an “illusion of thinking.” Our take: Apple is hedging its AI bets by being cautious with core offerings like Siri while quietly enabling developers with on-device LLMs and privacy-first tools. Instead of overpromising, Apple is pointing out potential problems with the latest AI models while exercising restraint.
On today’s podcast episode, we discuss how advertisers have gone from navigating uncertainty to navigating whiplash, and how they can prioritize and get the most out of ad measurement with a limited budget. Join Senior Director of Podcasts and host Marcus Johnson, Senior Analysts Evelyn Mitchell-Wolf and Max Willens, and the Director of Product Management at Cint Stephanie Gall. Listen everywhere and watch on YouTube and Spotify.
Temu and Shein ad impressions dropped to 0% as both retailers effectively cut off Google Shopping ad spend in April.
Retail and commerce media were huge topics at last year’s Cannes Lions festival, and this year, the festival is doubling down on the channel by introducing a new retail media sub-category in the Media Lions and Creative Commerce Lions awards. However, “the tone is definitely shifting” as the industry matures—and faces the threat of tariff-related impacts, according to our analyst, Sarah Marzano.
The trend: Walmart and Amazon are determined to take drone delivery mainstream. Our take: It’s easy to understand the sci-fi appeal of drone delivery—but whether it’s feasible remains a question that retailers are still struggling to answer.
Advertisers’ push for a unified strategy across retail media, loyalty programs, and merchandising is raising the bar on data and transparency. Paul Lentz, executive director and head of strategic development at CVS Media Exchange, shares how new collaborations—from The Trade Desk to social platforms—can help brands see every ad dollar’s impact.
The news: Fiserv will acquire the remaining 49.9% stake in AIB Merchant Services, one of Ireland’s largest payment solutions providers and Europe’s largest ecommerce acquirers. Our take: Fiserv has to find innovative ways to grow among a competitive POS landscape, rising softPOS adoption, and pervasive economic uncertainty.
The news: Tesla stock rebounded about 5% Friday after a 14.3% crash during a public social media feud between President Donald Trump and Tesla CEO Elon Musk over the “Big Beautiful Bill.” The EV giant lost $152.4 billion in market value Thursday—its biggest one-day decline ever, per The Wall Street Journal. Our take: The Musk-Trump quarrel could drag on or it could end as abruptly as it started. Its effects on Tesla’s stock are a reminder that Musk is the company’s de facto spokesperson and that his persona is inseparable from Tesla’s brand. The Big Beautiful Bill, paired with cautious US consumer spending and economic uncertainty, could slow Tesla’s EV adoption just when the company can least afford it.
While performance marketing satisfies short-term goals, brand marketing supports long-term growth by building trust, credibility, and lasting differentiation in crowded markets. A new report from Ģą˝AV and StackAdapt shows a clear shift in how brands are approaching their marketing mix in 2025.
The news: Digital health startup Virta Health is guaranteeing that its employer and health plan customers won’t increase spending on GLP-1 drugs for their members. Our take: Virta’s financial guarantee will likely catch the attention of employers and insurers, but it could quickly backfire from a financial perspective if it’s unable to curb GLP-1 prescription volume.
The news: US pharma imports returned to normal in April after a March stockpiling of drugs and medical products spurred by tariff threats from the Trump administration. The takeaway: Fluctuating tariff threats from the Trump administration means ongoing uncertainty for drugmakers. If the indecision lags for more than a few months, expect some pharma product stockpiling to return.
The insight: Clothing rental services are in the midst of a resurgence. Rent the Runway ended Q1 with a record number of subscribers, while Urban Outfitters-owned Nuuly added 40,000 members in the quarter alone. Our take: It’s taken time for companies to prove that the clothing subscription model can be sustainable. While Nuuly was the first to reach profitability, Rent the Runway’s rebound shows that there is an appetite for rental services that can deliver high-quality products at an affordable price point, as well as capitalize on consumers’ desire for newness.
Over 4 in 10 (44.4%) of US Adults are somewhat or very likely to use an AI tool like ChatGPT or Copilot to research potential purchases, according to April data from Attest.
The news: Amazon is testing humanoid delivery robots, per The Information, which could work in tandem with human drivers or as part of an autonomous fleet of delivery vehicles. The humanoid robotics team is working on incorporating large language models (LLMs) from Chinese companies DeepSeek and Alibaba so the bots can contextualize real-world surroundings. Our take: Delivery bots could help with heavy loads and ease the burden on human drivers, but Amazon might be better served with a less human form factor, such as a platform with walking legs to carry packages. The focus on humanoids could limit functionality, and bringing the uncanny valley to consumers’ front door could be off-putting.
Centralized payment options and automating spend threshold One Credential can help to keep PayPal products top-of-wallet for Gen Z.
With account integration ending for Android wallets, PayPal sets its sights on keeping more users within its own ecosystem.