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He covers everything, advertising, media and technology. He's based just north of New York City. It's Paul Verna. Paul Verna (01:15):. Great to be here, Marcus. Thanks for having me. Marcus Johnson (01:16):. Hey, fella. Yes indeed, of course. And we're also joined by one of our analysts who writes for a marketing and advertising briefing. He is based in New York City. He is Daniel Konstantinovic.

Amazon, Walmart, Apple, and eBay will remain the largest US ecommerce companies in terms of sales. But several retailers will find themselves in new positions within the top 15, including Target, The Home Depot, Costco Wholesale, Carvana, Best Buy, Lowe鈥檚, and Wayfair. Key Question: Which US companies will see the most ecommerce growth over the next two years?

And I think just the more people get exposed to chatbots, and what they can get out of generative AI tools in general, understanding the use cases and how it might be applicable to their daily life, then we'll see more adoption, and of course, things like Apple Intelligence, whoever has the latest iPhone is going to probably be using it by default.

So the idea here, I suppose is that video will become a meaningful part of Spotify's ad revenues, but also that advertisers are more accustomed to buying video ad inventory than audio ad inventory. And if Spotify can get new advertisers on board through video, something that's familiar to them, maybe those advertisers will be more likely to spend on audio elsewhere in the surface. So.

But even if you're making a more apples to apples comparison between say, Reels and TikTok, TikTok still ranks really high in engagement. Marcus Johnson:. And you recently learned a little bit more about TikTok's Creator Marketplace, and there's some stats announced about that. Jasmine Enberg:. Yes, I did.

When did the Apple Watch debut? April 2015. I think that was perfectly timed. The youngest millennials were 19. So adults aging into that and becoming part of their lifestyle. And then of course, bringing it forward as they age up. Marcus Johnson:.

But I also don't have an Apple phone. And from what I understand, those who do have an Apple phone already use facial recognition to get into their-. Marcus Johnson:. Well, they use it on their phone that they trust their phone, they carry around with them all the time. If it was is this point of sale-. Suzy Davidkhanian:. Yeah, at the store. Marcus Johnson:.

You think about the types of companies that would most logically stand into help with distribution and tech, and those are companies like Apple and Amazon. And Apple and Amazon, colossus as they are, are not going to say, "Oh sure, we'll come in for 15%." They're going to want the whole pie, and that's probably not something ESPN is too interested in.

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.

On today's episode, we discuss whether social media in the future will become less social or if it will go away altogether, what the streaming wars' battle royale looks like, how easy it would be to replace Twitter and TikTok, how people think their demographics are portrayed in ads, the fight for the car screen, where Americans have moved in the last 10 years, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, analyst Blake Droesch, and vice president of Briefings Stephanie Taglianetti.

I mean, Spotify ad revenues grew 13% year over year in Q2. That's including music advertising and podcast advertising. They've also made a big effort to reach out to smaller advertisers recently. A lot of Spotify's biggest advertisers are sort of midsize brands to large brands and they have launched a couple of advertising initiatives that are designed to,-. Marcus Johnson (11:43):. Interesting.

The letter called for a six-month pause in the creation of the most advanced forms of AI signed by over 10,000 folks including Tesla's Elon Musk and Apple co-founder Steve Wozniak. The Economist notes that the letter is the most prominent example yet of how rapid progress in AI has sparked anxiety about the potential dangers of the technology. Experts appear divided on the level of potential risk.

On today's episode, we discuss what omnichannel healthcare should look like, how patients are using social media to find health information, and why physicians don't want to review their patients' wearable data. "In Other News," we talk about what will happen moving forward regarding patient health information being shared for advertising purposes and why Best Buy is teaming up with Atrium Health. Tune in to the discussion with our analysts Rajiv Leventhal and Lisa Phillips.

TikTok will try to challenge Spotify and Apple Music with its new music streaming service, TikTok Music. Initially introduced in Brazil and Indonesia, the subscription service will include the libraries of leading record companies.

I think the other thing about that data, too, is even when they're comparing traditional media to digital devices, it's not exactly a apples to apples fair comparison in my mind because you're talking about channels, meaning TV, print, media, and then you're comparing it to a digital device which aggregates a bunch of different types of channels like all the ones we just mentioned, search, social media

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"?

They're the highest users of wearable devices that track and monitor health, like your Apple Watch or what have you, Fitbit. So more millennials than any other generation use wearables.

So that was my big question, and it was something that the other executives raised too, because he was notably absent from the hearing as were device makers like Apple, and all of these companies really do play a role in terms of protecting kids and teens online. I think one of the things that has helped allay some lawmaker concerns around YouTube is the fact that, A, it has a kid's version.

I also looked at it as, the industry was going to diverge, and I segmented the divergence among publishers versus advertisers and ad intermediaries, because publishers are going to feel very differently than advertisers and intermediaries, obviously. Like you just mentioned, Yory, they have different stakes in this.

There's some research here basically saying when it comes to ads, funny matters the most. This chart here showing that folks put ads that are funny at the top of their list of ideal ad experiences, according to a 2023 Publicis and Yahoo survey. That's ahead of ads that get to the point quickly, ads with a catchy jingle, ads that tell a story. Number one was make me laugh basically.

She writes that for as long as I've reported on the internet companies, I've watched news leaders try to bend their businesses to the will of Apple, Google Meta and others chasing text distribution and cash use firms strike deals to try to ride out the next digital wave.

On today's podcast episode, we discuss what the biggest trend of 2024 will be when it comes to how consumers will spend their time鈥攁nd money鈥攁nd what the biggest opportunities for advertisers will be as a result. Tune in to the discussion with our director of Briefings Jeremy Goldman and vice president of Briefings Jennifer Pearson.

And without that, it doesn't matter how sleek or beveled this Apple version of the headset is. Marcus Johnson:. That was a good point on the half a million units. Counterpoint research was saying that Apple watches after they debuted were expected to ship 40,000,000, four zero million. Nowhere near that. 80 times fewer than the Apple Watch. Max Willens:.

It's just that Mercado Libre is growing faster with more ad revenue coming into their coffers. So, I'd say it's definitely that local knowledge. It's definitely the very heavy investment, iterating on the formats, hearing exactly what local advertisers want and giving them what they need. And then I also think just brand positioning as well.