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Apple, Microsoft, Aramco, Alphabet, and Amazon have all reached market caps of over a trillion dollars and are currently in that club. Two others, Meta and Tesla, used to be in that club back in 2021, but have since been kicked out because their market caps have fallen below that trillion-dollar watermark.

This is a result of early ecommerce innovation from the likes of Dell and Apple that still persists today. Apparel and accessories has 27.9% penetration, ranking second. Fashion brands鈥攊ncluding Canada Goose, lululemon athletica, and Aritzia in Canada鈥攈ave turned ecommerce into a critical and differentiating channel.

He went to ChatGPT search to find out how earnings from a few different tech companies were going to impact the markets in the morning when they opened, and the responses that he got were basically saying that Amazon and Google or Amazon and Apple hadn't reported earnings yet when they already did.

Netflix is relying pretty much entirely on the premium scripted content, whereas if Apple doesn't have season two of Severance, they have the MLS that they are paying billions of dollars every year for, or Amazon has Thursday Night Football or whatever else. Netflix doesn't have that. Marcus Johnson:. Okay, so you wrote down Upfronts new fronts in the spring and the second challenge?

Wanting to buy an Apple Watch and I went to Amazon, I couldn't find the Apple Watch in the color I wanted. The black was already sold out, and so I ended up going to Target and they had it in the right color, and so I bought it there. I didn't care why I bought it was the same price. Marcus Johnson:. Same item, same price. That's fair.

It's nearly double TikTok slice, and it's nearly as big as Twitter, Snapchat, Roku and Apple combined. So people starting to take note of Microsoft and what they're doing with advertising. That's all we've got time for this episode. Thank you so much to my guests. Thank you to Jeremy. Jeremy Goldman:. Pleasure as always. Marcus Johnson:. And thank you to Ross. Ross Benes:. Thanks, Marcus.

Amazon 20%, Microsoft and Apple 5% a piece. So that's the landscape. But the Google and Amazon gap, it's about 30% difference now, 20 for Amazon, 50 for Google. But in two years, that gap goes from a 30% gap to a 20% gap. Google share is falling, Amazon's going up. Microsoft and Apple are also slightly increasing their share as well.

If you're measuring the success of your ad dollar, it should be regardless of the type of channel or platform you use so that you can measure apples to apples. Max Willens (11:10):. I see. There's no way that happens. Paul Verna (11:15):. It's not happening in any one of these spaces. Yeah,. Suzy Davidkhanian (11:18):. That's what I'm saying. That was your prediction.

Google was paying folks like Apple to be the default. Whereas Amazon, it's like, well, people are choosing to go to Amazon. Google was able to say, "Oh, well there's..." At least they are able to say, "Well, people can go to Amazon." Most people are starting their shopping searches on Amazon. People can go to TikTok.

Whether that is the case, whether that should be the case, I mean Apple has a ton of data on us as well. So I don't know if that's a rational case, but I do think that is inhibiting customers. Marcus Johnson:.

While it still faces hurdles, the company鈥檚 finances have improved markedly鈥攕etting it up for a strong IPO in 2025

So if Meta and Apple did that both in the EU, if this had passed, I think what you could have seen is a scaling back on the consumer side of those models being available here. Jacob, I don't know if you would have any opinion on that, but that was what I was thinking more about scaling back. It wouldn't just be that we would lose every single AI company.

So, something like Siri, whether it's branded as Siri, or something else for Apple, will provide the dominant search experience on iPhones and Apple devices, inside of the kind of diffuse ecosystem that Microsoft is building. Copilot is going to be this thing that shows everybody around and ferrets out information for them.

So you could walk around and have a video conversation without having to sit in front of the camera, great idea, but I think because Meta was the brand on the package people may have tried to steer clearer than if it was someone like Apple. Round two, we start with Ethan. Are we sure about self-checkout?

Yeah, I would say that Apple probably has a better chance of making a really good automobile engine than GM does of making a decent piece of in-car technology. So I'll just leave it at that. But that is what-. Marcus Johnson:. Oh, there's more. Blake Droesch:.