蘑菇AV

Perplexity Labs signals a pivot from AI search to full-stack enterprise tools, positioning the startup as a rising competitor to Google, Microsoft, and OpenAI in workplace automation.

Our forecast has Amazon as the second-largest player in the digital grocery space, behind only Walmart鈥攚hich also has the edge in the overall market.

The news: OpenAI finalized a deal with Google Cloud to supplement its Microsoft Azure infrastructure, per Reuters. The deal addresses OpenAI鈥檚 growing compute needs as its annual revenues hit $10 billion, up from $5.5 billion in December. OpenAI鈥檚 ChatGPT and Google Gemini are the biggest rivals in the AI industry. The cloud deal effectively ends Microsoft鈥檚 exclusivity as ChatGPT鈥檚 cloud provider and is likely another indicator that the two companies are growing apart. Our take: The OpenAI-Google Cloud alliance signals a new era of pragmatic AI partnerships and the importance of diversified cloud strategies to support the explosion in AI usage.

Target drops same-day delivery markups for Circle 360 members across Shipt network: The move, covering orders from over 100 partner retailers, aims to boost the program鈥檚 appeal.

Major creators will hold event to vie for YouTube ad dollars: The Spotter Showcase will unveil crucial data and content slates to draw marketers away from traditional TV.

On today鈥檚 podcast episode, we discuss Meta鈥檚 capacity to weather the tariff climate, how Meta plans to redefine advertising, and what happens if it is forced to sell Instagram and WhatsApp. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.

The challengers: Testimony that Safari search volume is declining may signal the beginning of AI challenging traditional search. AI search stalwart Perplexity is preparing to launch its Comet web browser this month. It鈥檚 the biggest challenger to Chrome/Google Search. OpenAI made its ChatGPT Search available for free to all users.

The traditional TV bundle will further decay as more live sports embrace streaming.

Airlines and cruises are smaller digital spenders, and a lot remains in the catch-all 'other' segment. Travel industry digital ad spending is heavily driven by the large accommodations subcategory.

How can OOH ad buyers calibrate their ad spending and budget allocations against the market, and how can media companies and solution providers assess whether their ad revenues are in line with industry trends?

Amazon鈥檚 earnings follow a familiar pattern: The retailer expects solid sales growth as investments in convenience resonate with shoppers, but profits will be pressured as tariffs take their toll.

Etsy expects to benefit as tariffs hit competitors: A sizable domestic seller base and growing ad business offer protection, but declining consumer and business sentiment could still sting.

Threads makes ads available globally: The Meta platform benefits from steady growth and a safer brand image than X.

Mercado Libre will grow its headcount by 33% this year to solidify Latin America ecommerce dominance: The company looks to strengthen its business in Brazil, Mexico, and Argentina鈥攊ts three largest markets.

The new Premium Lite tier ditches extras like offline downloads but could lure budget-conscious users鈥攃hallenging traditional streamers and YouTube鈥檚 own Premium model.

Bank is integrating digital-first experiences directly into its branch operations. Digital kiosks and AI-powered assistants will streamline services so employees can focus on more human-centric tasks.

Streaming grew in March, but tariffs could threaten the CTV ecosystem: Despite upward trends, the CTV ad market could become stagnant in the year ahead.

The FTC鈥檚 challenge to Meta鈥檚 deals could fracture the social media giant's empire and signals that no acquisition, no matter its age, is safe from antitrust scrutiny.

But in 2024, retailers鈥� traditional ad spending will contract by 6.2%, while all other industries combined will grow by 1.8%. The increase is fueled by political ad spending, which leans toward traditional formats like TV and print media, in a unique presidential election year. But retail鈥檚 dominance over traditional and digital advertising will remain unchallenged.