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But the payment method鈥檚 volume grew slower than overall retail sales, suggesting providers need to do more to amp up growth

As it transitions to a for-profit model, OpenAI鈥檚 innovations and investments promise growth, but leadership turmoil and rising competition may challenge its dominance.

Remember Meta and Snap and so many social platforms were reeling from the Apple tracking changes that really reduced their limit to target ads and forced these companies to rethink their advertising businesses or diversify their revenues, and Snapchat+ came out of that. Marcus Johnson:. Yeah. Daniel Konstantinovic:.

We revised our OTT subscription revenues estimate upward due to growth from Peacock, Max, and Apple TV+. Customer loyalty is declining. The number of entertainment options available to streaming consumers has grown, while inflation and subscription price hikes have made them more selective.

With billions of iOS users, Apple could instantly claim significant market share. However, the end of default search contracts doesn鈥檛 guarantee Google鈥檚 decline. Its name is synonymous with internet search, and users could still opt to continue using its services as they have for decades. The DOJ filing accounts for this, adding that it may restrict the ability to give users an opt-out choice screen.

And who knows, maybe then they'll open up one of those deals let's say between Google and Apple in terms of the de facto search engine that's used on iOS devices. Like if that becomes in play and OpenAI starts to tackle a space like that, then maybe Google's ubiquity gets chipped away at bit by bit. Marcus:. Yeah, that's a great point. Yeah.

The news: Sam Altman is starting an AI device company with Jony Ive, the former chief design officer at Apple. Ive and Altman, the CEO of OpenAI, want the device to have a computing experience that鈥檚 鈥渓ess socially disruptive鈥� than the iPhone.

Small businesses may be eager to advertise alongside the company鈥檚 premium inventory of more than 9,000 publishers, including Apple News and Business Insider. Our take: The rapidly growing digital advertising industry could see an even greater influx of spending if small businesses bite at opportunities AI provides.

In an unprecedented interest rate environment, they鈥檙e competing not only with megabanks but also fintechs, Big Techs like Apple, and big retailers like Amazon and Walmart. The business model for smaller FIs just isn鈥檛 as profitable as it used to be鈥攁nd many in the industry doubt that the US really needs more than 4,000 banks. How does it affect community banks and credit unions?

Total media ad spending growth has stabilized, and digital ad spending is set for an extended period of low double-digit annual increases. Amazon, TikTok, and Instagram will be the main growth drivers this year.

Miss Ostwal reminds us that last year saw waves of backlash over AI generated ads as well as frustration at companies like Google and Apple over hard selling the technology and their tone deaf messaging, unintended bias and a growing influence of AI in creative fields, spurring fears of lost human jobs.

You've got the FTC looking to break up Meta's business, forcing it to separate from Instagram and WhatsApp, potentially the FTC accusing Amazon of creating a illegal monopoly in online shopping, Apple facing a justice department antitrust case over allegation it prevents outside software to integrate with its devices locking folks into its ecosystem. So there's a lot of cases out there.

This, along with Apple Vision Pro鈥檚 failure to gain traction, indicates that business interest in heavy and expensive MR headsets is giving way to lighter, less expensive augmented-reality (AR) glasses. The Vision Pro and HoloLens 2 both start at $3,500. Why it鈥檚 worth watching: Microsoft鈥檚 decision comes a week after Meta demoed an early prototype of its Orion AR glasses.

Big Tech will likely challenge the rule in court. Trump鈥檚 second term could also make the rule short-lived

Amazon, TikTok or Apple. Apple and OpenAI as a search engine. If Judge Mehta rules that Google can no longer pay Apple and others to be the default search engine on its devices, that could hurt the company, especially as Apple Intelligence gets rolled out this month. (21:03):. I was speaking to Ganja Savilia who covers AI for us, one of the folks covering AI for us here.

With revenues soaring 94% to $35.1 billion, it dominates AI hardware, but Big Tech鈥檚 in-house chip ambitions could challenge its position.

Some of its Apple Intelligence generative AI (genAI) features aren鈥檛 expected until 2025.

Companies like Qualcomm, MediaTek, Google, and Apple are all betting heavily on next-generation hardware that can run AI on devices. Anticipating problems: Semiconductor and hardware shortages are certain to drive up costs and delay AI growth plans.

The Indonesian government requested that Google and Apple remove Temu from their app stores in the country, a pre-emptive move to protect small and medium-sized businesses. (Temu can鈥檛 operate in the market.).

But I think the Apple equivalent-. Sara Lebow (17:10):. Costco another one. Suzy Davidkhanian (17:10):. Yes. The equivalent for Apple is the Genius Bar. Do you need a place to sit down in that white well modern designed space to have them come and help you? No, you could probably go stand in the back and do something and then move on with your life.

Apple Intelligence will only support US English when it launches, and Chinese, French, Japanese, and Spanish speakers won鈥檛 get support until sometime next year. X (formerly Twitter) has only 29 people on its content moderation team who speak proficient Spanish, and two who speak Italian. That team has 1,535 English speakers.

The EC identified Alphabet, Amazon, Apple, ByteDance, Meta, and Microsoft as the gatekeeper organizations that would be subject to the act. These companies met the three cumulative criteria for gatekeepers spelled out by the DMA: a size that impacts the internal market; the control of an important gateway for business users to consumers; and an entrenched and durable position.