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New competitors: Google and Samsung are diving into the XR space with Android XR and Samsung鈥檚 Project Moohan headset, moves that come as Meta and Apple struggle to capture consumer interest. Android XR is an open platform, which could pave the way for third-party manufacturers like Sony and Lynx to create their own devices, much like Android on smartphones.

The hype around Web3 that consumed SXSW in 2022 has receded, replaced by interest in the practical applications for new devices from Apple and Meta. Apple and Meta will lead a duopoly into XR. Interest in practical use cases for spatial computing is on the rise.

Our take: Voice assistants can be difficult to monetize and haven鈥檛 contributed big returns to brands like Apple, Amazon, and Google, putting Humane on an uphill battle to find its niche. Licensing CosmOS to third parties is a start, but it鈥檒l need to demonstrate how its software could outperform Alexa or Siri.

It's kind of in line with Apple and Google, Disney's entertainment division for context posted an operating margin just above 11% and Warner Brothers, Discovery, and Paramount Global are barely profitable on the content side. So 30% margins are unheard of.

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鈥檚 long-term plans and expansion, especially as it increases user-engagement and paid subscriptions.

Meanwhile, it鈥檚 partnered with Apple to power Apple Intelligence. While iPhone users won鈥檛 soon be driven to an OpenAI browser (Safari remains Apple鈥檚 default, with Google the default search engine), the visibility will help OpenAI. Closing the Chrome gap.

Apple Intelligence has features enabling developers to integrate Siri into their apps. Personalized web/app experiences. Why genAI? GenAI can be used to analyze customer behavior and preferences in real time, and then create dynamic content tailored to the individual鈥攕uch as landing pages, blog posts, images, product descriptions, and digital experiences. How will it create impact?

It was also heavily featured as a partner in the latest Apple Intelligence updates. Opening ChatGPT search to all users was a smart holiday play by OpenAI, considering 76% of US consumers said they would buy at least half of their holiday purchases online, per Bain and Co.

By tapping into the lucrative CTV market, Walmart aims to compete with major players like Amazon, Apple, Google, and Roku. Vizio will help Walmart 鈥渂ring to market new and differentiated ways for advertisers to meaningfully connect with customers at scale and boost product discovery, helping brands achieve greater impact from their advertising investments with Walmart Connect,鈥� per a press release.

RTO mandates at Microsoft, Apple, and SpaceX drove a significant number of senior employees to leave their jobs, according to a study by researchers from the University of Michigan and University of Chicago.

Apple and Samsung are also potential buyers of Intel, per Tom鈥檚 Guide. Key takeaway: Intel could continue restructuring while focusing on its profitability through AI PC and server hardware design. The company secured $7.86 billion in funding from the CHIPS Act, but this only adds more pressure to return to profitability.

US lawmaker notified Google and Apple to prepare to remove the app from their digital storefronts to cooperate with the ban. Yes, but: This may not be TikTok鈥檚 last gasp. The most likely outcome appears to be that the app will go dark for a period of time, becoming unavailable until it sells, is saved by executive order, or gets a favorable SCOTUS ruling.

Rather than just opening a blank page and starting to type away, what I'm starting to do now is just hit Record on an Apple Note and transcribe the whole thing and just talk for 30 minutes, talk out all of my ideas, and then give that transcript to something like Claude and querying and use that to try to come up with an ultimate proposal. I've been using that for longer form things.

SpaceX said its satellites can work with Samsung, Apple, and Google devices and can send and receive messages across SMS, X, and WhatsApp. The company plans to support voice and web browsing 鈥渙ver time.鈥�. Our take: While this approval is a big win for SpaceX and T-Mobile, the potential for operating costs to be passed onto consumers could limit mass adoption.

Apple is due for a legal confrontation. As of February 2024, the DOJ was in the late stages of an investigation into Apple and could file an antitrust complaint very soon. Although the case reportedly concerns Apple鈥檚 software and hardware rather than its ads business, it would represent another regulatory blow to Big Tech.

Google鈥檚 Gemini and Apple Intelligence are built into Android and iOS smartphones with no additional fees or extraneous apps. Only 6% of US adults are willing to pay for AI features on their phones, per CNET. X is testing a limited free version of Grok in select regions that allows 10 queries every two hours and two image generations per day.

In June, the company launched its Direct to Apple Watch capability. Using a dedicated Bluetooth connection, Dexcom鈥檚 G7 CGM system sends glucose information and personalized alerts directly to a user鈥檚 Apple Watch, bypassing the need for iPhones for real-time readings.

Digital wallets鈥� transformation into commerce enablers speeds up. We make a case for digital-only consumer credit cards. And we see a new threat that BNPL poses to credit cards.

But with services like Apple Music and especially Spotify leading the space with a large (and growing) subscriber count, SiriusXM has had trouble staking a claim. The company spent big earlier this year on exclusive podcasts, signing 鈥淪martLess鈥� and 鈥淐all Her Daddy鈥� away from Amazon and Spotify, respectively, in a bid to bolster its offerings with popular shows and chip away at competitors鈥� leads.

Some created controversy鈥攆or instance, Apple was quickly met with backlash across social platforms for its controversial 鈥淐rush!鈥� ad, which viewers perceived as an attack on artistic expression. Coca-Cola also came under fire for its heavy use of AI in holiday ads. But there were also memorable campaigns that brought brands closer to consumers.

Amazon faces technical and factual challenges as it transforms Alexa into an advanced AI agent, delaying progress and risking its market relevance.

Apple also issued a warning that AI and other new technologies can increase safety risks and expose users to harmful, inaccurate, and negative content. Failure to launch: Apple has spent more than $10 billion on AI investments, but it hasn鈥檛 developed a clear strategy to monetize its Apple Intelligence generative AI (genAI) features.

And others鈥攊ncluding Apple, Target, The Home Depot, and Macy鈥檚鈥攚ill track very slight declines. Temu, TikTok Shop, and Shein are shaking up the agenda. This trifecta of digital disruptors with close ties to China has pioneered new models of retail, gaining significant traction with consumers in the US and around the world. All three are on track for continued rapid growth.