Apple. ARtillery Intelligence. Google. International Data Corporation (IDC). Meta. Piper Sandler. The Harris Poll. YouGov.
Report
| Jun 13, 2024
A meteoric rise: DeepSeek’s AI assistant has already become the top free app on the Apple App Store, surpassing ChatGPT. However, the app was hit with a large-scale cyberattack on Monday, limiting new user sign-ups. The company also released an image-generation model comparable to DALL-E 3.
Article
| Jan 27, 2025
And it’s reportedly in talks to take over the Apple Card from Goldman Sachs. This would bring in an influx of new volume for Synchrony—although the card program’s delinquency and default issues could hurt Synchrony’s metrics.
Article
| Jan 28, 2025
Apple is integrating ChatGPT into Siri. At its Worldwide Developers Conference on June 10, 2024, Apple announced a partnership that will allow iOS18 and macOS Sequoia users to access OpenAI’s multimodal GPT-4o model for free from their devices.
Report
| Jun 26, 2024
While that would take a cut out of the platform’s ad revenues, X isn’t Musk’s most profitable venture and he may prioritize an anti-government stance over profits.
Article
| Apr 4, 2025
His podcast's dominance on Apple Podcasts (ranking first in 2024 with over 150 episodes) demonstrates the appetite for conservative voices. It also highlights a crucial trend: Audiences are willing to pay directly for content, circumventing traditional advertising models.
Article
| Nov 25, 2024
On today's episode, we discuss why advertisers aren't returning to Twitter, what the impact of the new blue check mark will be, and whether folks actually want to pay for social media. "In Other News," we talk about the potential of TikTok's sister app Lemon8 and what to make of TikTok's new "Series" feature. Tune in to the discussion with our analyst Jasmine Enberg.
Audio
| Apr 12, 2023
While its integration of health data from different sources should be useful, there are other devices on the market, like the Apple Watch, that already do much of the same. Plus, history hasn’t been kind to smart mirrors. lululemon discontinued its connected Mirror device in 2023 amid low consumer demand, according to Retail Boss.
Article
| Jan 7, 2025
This year, Instacart’s US digital ad revenues will grow faster than TikTok, Amazon, and Apple, according to our forecast. The reason is retail media. As advertisers pivot from the duopoly of Google and Meta, they’re putting their dollars into retail media, which gives them more bang for their buck.
Article
| Feb 10, 2023
ChatGPT-integration is also available on selected iPhones with Apple Intelligence, which could help accelerate mobile generative AI (genAI) use and adoption. Our take: Legal pushback from AI rivals might raise anticompetitive scrutiny around OpenAI’s long-term plans and expansion, especially as it increases user-engagement and paid subscriptions.
Article
| Dec 16, 2024
Apple’s AI play is focused on driving iPhone sales, which are better in markets where Apple Intelligence is available. That explains its recent losses in China, where the feature is unavailable. Earnings revelations: Despite record investments, Big Tech’s AI and cloud strategies face headwinds. Cloud growth is slowing.
Article
| Feb 10, 2025
Alibaba, which has long been integrating genAI into its ecommerce business, has just secured a partnership with Apple in China to power iPhones with its AI products. ByteDance’s AI chatbot Douban has risen to the top of China’s AI apps ranking with nearly 60 million monthly active users (MAUs), according to CTR Market Research.
Report
| Mar 4, 2025
Consumer-facing features like Samsung’s Vision AI are enhancing consumer AI accessibility—reshaping content discovery and opening new advertising strategies.
Article
| Jan 6, 2025
Despite a slowdown in smartphone sales, innovations in advertising, commerce, AI, and even device form-factors will drive mcommerce and mobile advertising growth in 2024.
Report
| Dec 13, 2023
However, as adoption of both Sapphire Reserve and Platinum cards skyrocketed after successful advertising campaigns, both elite cards reached an oversaturation point—too many cardholders mainstreamed what should have been an elite signifier. Cardholders have long complained about overcrowded or booked-out airport lounges designed for exclusive cardholder access.
Article
| Jun 17, 2025
Article
| Jan 30, 2023
A month later, Abhi Pabba, a former Apple executive who helped manage credit risk for the Apple Card, left to join credit card startup X1. The big takeaway: Spending more to invigorate its card unit as it seeks to compete with big-name issuers may have contributed to Goldman Sachs’ multibillion-dollar loss.
Article
| Jan 10, 2023
Trifold phones create a hybrid space between smartphones and tablets—which is prime real estate for immersive, multi-screen experiences that app developers and advertisers can benefit from.
Article
| May 9, 2025
A recent Apple report details its use of more than 10,000 processors designed by Google to develop AI models as it reshapes its business around enabling AI functionality. The partnership with Google could be temporary, given Apple is developing Project ACDC (Apple Chips Data Center) using Apple Silicon to own its server infrastructure and better control its AI pivot.
Article
| Sep 6, 2024
Google isn’t looking so good as it prepares for trial with the DOJ: A historic antitrust challenge comes as Google is under fire for multiple advertising controversies.
Article
| Sep 11, 2023
Big Tech companies have previously used mergers and acquisitions (M&A) to bolster their ad businesses, like Facebook buying Instagram or Google purchasing YouTube. Just this week, the DOJ announced it was suing Apple for its iPhone monopoly, showing the department is serious about taking antitrust action against Big Tech. Use this chart:. Illustrate the decline in Big Tech acquisitions.
Article
| Mar 22, 2024
Apple is banking on delayed AI features to drive iPhone 16 sales, but early production cuts and limited initial upgrades may weaken its market appeal
Article
| Oct 7, 2024
Meta argues that it’s not a monopoly, that those acquisitions fueled its growth, and that it faces strong competition from players like YouTube, TikTok, X, Apple, and more. If the court agrees with the FTC, a separate trial could force Meta to divest Instagram and WhatsApp. Looking back: When Meta purchased Instagram in 2012 for $1 billion, the app only had about 30 million users.
Article
| Apr 14, 2025
Abandoning its EV ambitions, Apple focuses on AI-driven services and devices, aiming to lead on-device innovation while navigating fierce competition and regulatory battles
Article
| Dec 20, 2024
How the DOJ’s Apple lawsuit could shake up the mobile wallet industry. Payment networks are seeking speed and confronting payment method choice. Gen Z’s risk aversion influences their choice of banking products. Gen Z loves debit cards—here’s why.
Article
| Mar 26, 2024