On today's podcast episode, we discuss what non-AI technology took the spotlight at this year's Consumer Electronics Show (CES), second-tier TV audiences, what streaming will look like in a few years, what its like to shop with a chatbot, how digital grocery will take things up a notch, how big the sun actually is, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, analyst Bill Fisher, and forecasting analyst Zach Goldner.
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| Jan 19, 2024
Why the article pointing to superior audio, quality of vinyl, it being a collector's item and the appeal of having a beautiful record player in your living room. Final one for you. In 2007, ringtones made $1 billion which at the time, accounted for 10% of that year's music revenues. Shout out to ringtones. They've made $7 billion overall in the last 50 years. Suzy Davidkhanian:. Wow. Marcus Johnson:.
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| Oct 27, 2023
I mean, going back to the everything app idea, he wanted it to be a place for audio, video, messaging, payments. According to the New York Times, they got hold of his pitch deck, investors from last year. X was supposed to be bringing in $15 million from its payments business this year, growing it to a 1.3 billion business by 2028. So that definitely hasn't got off to the best of starts.
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| Nov 20, 2023
We also saw that in Snap's earnings, which I know you'll talk about on another episode, but this has clearly we're in a period of a digital ad rebound.
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| May 7, 2024
On the podcast we discuss what to expect as banks deploy more AI in 2024. We chat about several use cases for AI, like customer service and chatbots, personalized banking services, fraud detection and prevention, credit scoring and risk assessment, as well as personalized marketing. In “Place Your Bets,” we distribute 10 points to four predictions in order to rank the relative likeliness that each one will come true. We rank the following to see which is most likely to happen in 2024: news stories about overzealous chatbots stops banks from rolling them out, regulators squash attempts to use AI for investment advice, the deployment of AI enables banks to initiate massive layoffs, and small banks and credit unions are able to win more customers because of their deployment of AI for customer service. Listen to the conversation with host Rob Rubin and our analysts Jacob Bourne and Gadjo Sevilla.
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| Feb 6, 2024
Perhaps, but you'd have to be careful about the information that you're seeing online. It's not all vetted and from authoritative sources. So, at this point, that's why I see it as an assistant, as an up and coming tool, but certainly not one that should run the show from a clinical standpoint. Lisa Phillips (13:45):.
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| Sep 19, 2023
The net income was just astonishing up nearly 66 0% as the digital giant pulled in 24 billion in Q1 in profits alone enough to buy multiple space stations. I'm kidding. It would get you just one eighth of a space station. That's what we've got time for this episode. Thank you so much for Evelyn for hanging out today. Evelyn Mitchell-Wolf (19:17):. Thank you, Marcus. This was a good one.
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| May 3, 2024
This is so that the platforms adhere to strict rule changes brought in late last month as part of the rebooted Digital Services Act. And it follows hot on the heels of TikTok making a similar announcement just a few weeks prior. So Evelyn, non-algorithmic feeds, the most interesting sentence in this article is what and why? Evelyn Mitchell-Wolf:.
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| Sep 1, 2023
To your point about 'em being a lot smaller, they're less than a percentage of the US digital ad pie compared to Facebook with about 11% Instagram with about 10%. Even Amazon with 14% TikTok with three and a half, so they're definitely a smaller player. You mentioned time spent on the platform. Yeah, our number is specifically for, at the time Snapchat users spend on Snapchat.
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| May 13, 2024
That means the rest is digital. So digital share of out-of-home dollars will overtake 2019 levels or just 31%, 33% next year. And then the out-of-home part will be 40% digital by 2027. Ross, I'm stunned. Considering the digital share of advertising spend overall has hit three quarters and continues to race up and up and up and is swallowing the whole industry.
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| Oct 9, 2023
On today’s podcast episode, host Bill Fisher is joined by our analysts Paul Briggs, Evelyn Mitchell-Wolf, and Carina Perkins to discuss the implications of new digital legislations that recently came into force in the EU. Could they be a template for tighter digital laws elsewhere in the world?
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| Mar 28, 2024
On today's podcast episode, we discuss what a completely Walt Disney Co.-owned Hulu will look like, if the entertainment giant has a Marvel problem, and whether Disney+ can ever rival Netflix for the subscriber crown. "In Other News," we talk about why Roku's revenues and streaming hours are doing particularly well and why Warner Bros. Discovery's ad revenues and subscriber growth are not. Tune in to the discussion with our vice president of content Paul Verna.
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| Nov 28, 2023
And then you've also had a push from different folks in the US back in March, the Center for AI and Digital Policy, an advocacy group pushing for the ethical use of technology. Asked the FTC to block OpenAI from releasing new commercial versions of ChatGPT, citing concerns involving bias, disinformation, and security as well. We've seen multiple open letters asking for something to be done.
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| Aug 21, 2023
We're talking about 45% of people who do any kind of online shopping have already clicked through on a shoppable media ad, 40% of all internet users and climbing. So the revelation here was that this is already totally normalized. It's become hot recently.
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| Jan 22, 2024
On today's podcast episode, we discuss what AI rules the government should focus on first, what to make of AI "nutrition labels," and what concerns us most about the dark side of AI. "In Other News," we talk about a Minecraft milestone and what AI chatbots can tell about you from a conversation. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.
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| Oct 23, 2023
Well, it's for non-emergent primary care type issues, but we're seeing retailers like GNC and Costco and even CVS and Walgreens don't have subscription based primary care services, but they do show you the cost of a service online as you're looking to schedule a visit.
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| Jan 18, 2024
On today's podcast episode, we discuss the good, the bad, and what's missing from President Biden's new AI safety executive order. "In Other News," we talk about the potential of Microsoft's AI Copilot and Elon Musk's new AI chatbot called Grok. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.
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| Nov 16, 2023
Well, the distinction is that these newer brands were basically birthed in a period where digital was established. So they got to start with the latest technology. They got to start really building their organization, infrastructure and culture for a digital age.
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| Aug 23, 2023
Then, it being the most effective channels for personalization in the digital experience, marketers worldwide saying that number one, 65% of folks saying it's the most effective to use for personalization in the digital experience. That's up over last year. Websites were actually 52%, so quite far behind. That was down. Live chat was even further behind, also Ascend2, same source that Jeremy mentions.
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| Oct 24, 2023
We're seeing laws like the Kids Online Safety Act become introduced and debated in Congress. This idea of child safety has only really grown and the platforms are really being asked to really do something about it. Marcus Johnson:. Jasmine, your final low? Jasmine Enberg:. My final low was actually the congressional testimony last week on child safety.
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| Feb 8, 2024
The company dominates online shopping. It's got about 40% share of the market in the US. They've got Amazon Web Services, its cloud offering, AWS. It's incredibly profitable for the company. It actually made over $5 billion in profit for the company in Q2 alone. They're also the third largest digital ad player in the US behind Google and Meta.
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| Aug 28, 2023
Looking at the third party line item, in Q2, third party seller services accounted for 60% of its online shopping line item. 60% of that line item. In 2019, it was close to 35. So online seller services in terms of if you stack it up side by side with their online stores, net sales, it used to be 35% a few years ago. Now it's close to 60%.
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| Oct 12, 2023
On today's podcast episode, we discuss the most important parts of the EU's new AI Act, what's missing, and how these rules could shape US regulation. "In Other News," we talk about what nefarious GPTs can get up to and a card-linked buy now, pay later (BNPL) offering. Tune in to the discussion with our analysts Carina Perkins and Yory Wurmser.
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| Mar 12, 2024
On today's podcast episode, we discuss what artificial general intelligence (AGI) is capable of, why everyone is rushing to create it, and how close we are to reaching it. "In Other News," we talk about 'Ready Player One' becoming a metaverse experience and how we will start controlling our smart homes. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.
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| Feb 5, 2024
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| Aug 30, 2023