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Apple stands to gain the most market share. Apple will grow faster than any other nonretail player. Since it introduced its AppTrackingTransparency privacy framework in April 2021, Apple鈥檚 search ads business has taken off. By 2025, it will more than double its 2021 US ad revenues. In fact, it will leapfrog Microsoft to become the runner-up to Google in nonretail search ad revenues.

Meta also wants to shift away from relying on smartphone ecosystems owned by rivals like Apple and Google and toward building its own hardware and app ecosystem. Its foray into open-source technologies give it an advantage for future expansion. (Source: Meta).

And it can help sway Apple Pay users to make the switch to Google, especially when Apple opens up its NFC tech and lets iPhone users switch their default mobile wallet.

Our take: Leadership reshuffling at OpenAI is happening just as competitors like Meta, Apple, and Google are pushing their own flavors of genAI across their platforms. The loss of key founders and the shift away from its nonprofit beginnings may affect OpenAI鈥檚 culture, mission, and ability to attract and retain top talent.

Now that Apple is opening up its NFC tech to third parties, EWS could also push Paze in-store. iPhone users will be able to change their default digital wallet, giving Paze and other wallets a chance to become their go-to option. Our take: As banks roll out the wallet, we expect Paze will take off.

It further claims Visa instead encourages would-be fintech rivals like Apple and PayPal to become partners by offering incentives to stay out of the market. Visa鈥檚 network processes more than 60% of all US debit transactions, charging more than $7 billion in fees each year, per the complaint. By comparison, Mastercard controls 25% of the debit market, with PIN competitors dividing up the rest.

Ecommerce growth accelerated during the 2023 holiday season as US consumers shifted more of their shopping to mobile devices.

The charges claim that Google is violating the Digital Markets Act (DMA), adding the company to the list of tech giants including Apple and Meta recently targeted for breaches. A ruling would likely not come until spring 2025, but Google could face a steep fine of as much as 10% of its global annual revenues if it doesn鈥檛 fall in line with the DMA鈥檚 rules.

US adults trust many companies鈥攊ncluding Amazon, Google, and Apple鈥攚ith their personal and financial data more than they do the US government, the same data by All 蘑菇AV Cookies found. 70% of US adults have little or no trust in companies to use AI responsibly, per October 2023 report by the Pew Research Center.

Potential investors in OpenAI鈥檚 latest funding round include Thrive Capital, Apple, Nvidia, and Microsoft. The company is also reportedly in talks with MGX, a United Arab Emirates-backed investment fund.

It's apple picking season. Marcus:. Already? Ethan Cramer-Flood:. But instead of apple picking, I'm here with you on a podcast. Let that sink. Marcus:. Okay. Don't say it like that. Zach Goldner:. Ethan, how many apples did you have last year? Ethan Cramer-Flood:. So many. The amount of apples that you come back from an apple picking sojourn with will dominate your kitchen for the next two months.

Microsoft, Amazon, Apple, and other tech giants are pouring billions into AI startups like OpenAI, Anthropic, and Inflection AI and are rapidly building new data centers. Data center surge: Tech companies鈥� accelerating generative AI (genAI) initiatives are driving an explosion of new data centers to match service and cloud-computing needs.

Do you think that that incremental impact could be kicked off, generated by Apple Intelligence and their introduction of AI into a lot of people's lives, and kind of almost like a Trojan horse effect of people who are just Apple iPhone people, and they're buying the latest iPhone and, "Oh. It has AI and oh, this is how it helps you with your everyday life"?

Marqeta Flex helps digital wallets and card issuers embed BNPL options, eliminating the need for direct integrations with merchants

鈥淭hey can create platforms that help standardize performance and create apples-to-apples comparisons,鈥� said Marzano. This was originally featured in the Retail Media Weekly newsletter. For more marketing insights, statistics, and trends, subscribe here.

A shift in perspective: Analysts initially expected the trio to announce a new extended-reality (XR) headset, similar to the Apple Vision Pro or Meta Quest, but glasses will likely have a broader reach and more use cases. Rather than covering your eyes with a clunky headset, they could take the place of prescription glasses or sunglasses.

To further its in-store push, Zip is in talks with Apple to integrate its offering into Apple Pay, Zip CEO Cynthia Scott said during the company鈥檚 earnings call. In June, Apple shut down Apple Pay Later and will offer third-party BNPL options like Affirm instead. Appearing on Apple Pay would be a large opportunity for Zip to increase its users鈥� transaction frequency and in-store transaction volume.

But yeah, it really is not in marketing much itself, as a brand, and you're seeing a lot of companies like Apple or Samsung marketing things like phones with AI features and really putting AI out there as this big consumer feature. We'll see how much interest that generates or if consumers really bite.

Those would be Google, Meta, Amazon, TikTok, and Apple. They represent over 2/3 of the digital ad market in the US. So there's already a lot of uncertainty as to how those cases will play out, and we don't know how the administration is going to approach some of those. For example, the antitrust suits. But I do think that the overall ad economy, I don't expect it to suffer greatly.

Japan, Baidu, Yandex, Facebook, Instagram, Pinterest, Snapchat, Apple, Amazon, Walmart, Instacart, and Criteo. Analysis is based on Skai advertisers with 15 consecutive months of performance data.

We have long tracked the likes of Netflix, Amazon Prime Video, Hulu, and Disney+, but we now believe that midsize, later entries like Max, Peacock, Apple TV+, and Paramount+ are taking more time per day than we previously estimated. We hope to break out these other sub OTT services soon. TV鈥檚 share of total video time keeps falling, but more slowly than before.