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Advertisers and publishers need to prepare the end of cookies鈥攁nd fast: A Teads survey found that less than a third of publishers have started adjusting to the change.

Failure to launch: Big Tech companies like Amazon, Apple, and Google are delaying releases and making product promises they can鈥檛 keep, to the ire of consumers. Google still has no firm deadline for the end of third-party cookies. The lack of a timeline is making it difficult for marketers to set up contingency plans. Apple is facing a false advertising lawsuit over Apple Intelligence delays.

鈥淎I tools changing consumers鈥� search behavior will have a massive impact on use of Google Search, which in turn will drive a large shift in ad budgets that currently spend heavily on Adwords,鈥� said Leslie Lee, senior vice president of marketing at Vistar Media.

Google, by contrast, scrapes websites 14 times per referral. Publishers set their pricing in Cloudflare鈥檚 marketplace, which will serve as the intermediary for transactions. Cloudflare is considering issuing its own stablecoin to facilitate the microtransactions. Caveats: Pay per Crawl relies on AI companies choosing to participate to access websites for a fee鈥攎any may bypass or dispute the model.

Google is short on compute capacity, and Amazon warns of 鈥渓umpy鈥� AI growth as data center costs escalate. China鈥檚 AI push threatens Big Tech dominance. DeepSeek鈥檚 low-cost AI model is putting pressure on US firms to justify their massive investment strategies. Our take: Big Tech is laser-focused on AI, but financial returns remain uncertain.

The landscape: While Snap is growing its AI offerings, it faces tough competition from Meta, Google, and other tech players with more resources and experience in AI development. Snap鈥檚 AI agents are expected to generate $686 million in ad revenues this year, per Street Research, far less than Meta鈥檚 $6.7 billion.

On today's podcast episode, we discuss whether we can believe an improved economic outlook, why the US ad market is experiencing such a sustained period of growth, and whether it can last. "In Other News," we talk about which of Amazon's three new shoppable video ad formats is most interesting and how many Americans have an ad blocker (and a surprising reason why). Tune in to the discussion with our analyst Yory Wurmser.

Google has infused Workspace with Gemini AI to push mainstream adoption across its 3 billion users. Our take: Slack鈥檚 familiar, conversational interface and large install base of 200,000 clients provides an opportunity for AI teammate adoption. Marketers and advertisers in Slack鈥檚 ecosystem should start testing agents for internal operations, CRM insights, and campaign management tasks.

For publishers, licensing offers a revenue path beyond advertising, which has become more volatile and competitive. Amazon鈥檚 interest also underscores how vital trusted, high-quality data has become in differentiating AI products, especially as it lags behind firms like OpenAI and Google in consumer-facing AI adoption.

Meta鈥檚 slimmed-down Llama AI runs on smartphones but faces ecosystem challenges: Without its own hardware, Meta鈥檚 success hinges on partnerships as it competes with Apple and Google.

With AI tools creeping into shopping, Google could borrow Pinterest鈥檚 discovery model to stay relevant in design, DIY, and fashion search.

Still, regulatory pressure in the EU has caused Meta, Google, and others to acquiesce鈥擬eta recently floated the possibility of using eBay鈥檚 ad solutions to meet EU antitrust demands鈥攎eaning the policy could be modified for stricter markets.

The ad industry is still hyperreliant on cookies: Despite an imminent phaseout, a Wired report found that the most popular websites share data with thousands of companies.

Comcast鈥檚 streaming ad platform aims for SMBs: Universal Ads will launch with partners like Roku and WBD as competition for SMBs increases.

Tech giants are restructuring to pour resources into AI, signaling leaner ad budgets and a growing reliance on automation-driven customer engagement

After postponing it a couple of times, Google has confirmed it will deprecate Chrome cookies once and for all in 2024. Are you ready? Here鈥檚 what you need to know to navigate this new world, including how to talk to internal and external partners, a rundown on identity solutions, and why you need to start now.

Privacy Sandbox transition poses steep costs: Smaller advertisers are concerned that moving away from cookies could leave them behind.

Rivals like Google and Amazon have a sizable lead in productizing AI within smart home products, and delays are pushing Apple further behind. Google is adding Gemini AI features to Google Home behind Nest Home Aware subscriptions, per The Verge. Announced last month, Amazon鈥檚 Alexa+ will update some Echo devices to create smart home routines, order groceries, and analyze images.

Ad targeting starts with finding the right people. AI has helped marketers do this for years with sophisticated clustering algorithms. These algorithms create segments of people based on certain similarities that indicate their likelihood to respond to an ad. GenAI can make it easier to build these segments on the fly.

Trump skips Snapchat ads: Harris invests $5.3M to engage younger voters, capitalizing on key demographics ahead of US president election.

By brand value, the correct ranking from biggest to smallest is Apple, Google, Microsoft, Amazon, according to data from Kantar. July 2, 2025. True or false? More than 80% of US agency and brand-side advertisers are advertising on podcasts. False, but it鈥檚 close!

Past brand safety crises at Google, YouTube, Facebook, and X (then Twitter) mostly blew over. After those platforms endured advertiser boycotts and public protests, they mostly returned to business as usual, suggesting that advertisers weren鈥檛 overly troubled by unwanted ad placements.

The news: Brazil鈥檚 Supreme Court ruled that social media platforms must be held accountable for illegal user-generated content (UGC), marking a major shift in digital regulation, per Reuters. Six of 11 justices backed fines for non-removal, putting the pressure on platforms to police their content. The decision to place accountability on platform owners could undermine the business and advertising strategies of Meta, YouTube, X, and TikTok. Key takeaway: When governments crack down on platforms, ad environments change fast. If Brazil鈥檚 ruling becomes the norm, social platforms may shift from open forums to tightly controlled spaces鈥攔isking user engagement, discoverability, algorithmic reach, and ad effectiveness.

Shrugging it off: TikTok鈥檚 still-strong user growth and positive perception among younger people means brands can feel relatively confident that they won鈥檛 face any backlash for advertising on the app. Plus, its For You algorithm allows targeting without dealing with thorny ATT rules. That also comes alongside relatively cheap rates versus advertising with Meta and Google.