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So if something goes wrong with AI, a lot of people will notice, which might not be the case in other applications. Marcus Johnson (12:41):. A great point, and Rahul, to what you were saying, just because AI isn't on camera doesn't mean it's not behind it, which I think is a really important one.

But the other thing, from a purely social commerce, is if you're buying it on the app, then it's unclear who do you return to, and so there's so much friction happening. If you're on Instagram and you go to the Macy's website, you're obviously buying it from Macy's. You're going to return it to Macy's. But if you're checking out in the app, that's a probably very difficult-. Sara Lebow (14:39):.

Sales of super-sized and potent formula prestige beauty products saw double-digit growth in H1 2022, according to NPD. Beauty shoppers are embracing omnichannel. UK consumers are back in stores, but the pandemic helped increase comfortability with buying beauty online. UK beauty consumers are evenly split in their shopping channel preferences.

And also those people who are listening to their AirPods are likely on their phones, which means there's a lot of potential for omnichannel app retail media, which isn't necessarily bucketed into that in-store ad spend, but does have activations that take place in the store. Sara Marzano:.

The information was reporting that Apple has plans to create a yoga app that uses the device's cameras to measure a user's breathing, observing a user's chest and torso as well as a tied sheet app. I mean, what's the killer app here? Is there one? Is there a killer application for this headset? Stephanie Taglianetti:.

If you have more than five or six, I don't know what the right number is, but if you have a small group of people that are super engaged and then start talking about your brand in a very positive way to others, maybe that's worth it even though it's super small. Marcus Johnson:. Yeah.

So it's a pretty easy case to make that, yeah, Poshmark, super interesting, clever solution to a legitimate problem. Best Buy, sure. It's like taking a fairly elegant solution to the marketplace issue to broaden its inventory mix. TJ Maxx is just doing TJ Maxx. Arielle Feger (14:49):.

Citi analysts expecting the new super sport streaming service to encompass about 55% of US sports rights as this was noted in a Wall Street Journal article by Joe Flint and Isabella Simonetti. Ross Benes:.

These days advertisers want a cross media picture of their investments and eye tracking isn't super useful when you're measuring attention paid to audio ads, for example. So it can snowball out of control really fast on that standardization piece.

On today's podcast episode, we discuss why the Federal Trade Commission is investigating ChatGPT-maker OpenAI; how publishers, content creators, and authors feel about generative AI; what the wrong kind of regulation looks like; and what AI rules we will likely see next. "In Other News," we talk about when we can expect to see GPT-5 and what to make of Netflix's newly launched game-controller app. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.

Like, Spotify app is pretty popular, like on Roku, for instance, even though it's not a video service, really. But it'll be challenging to make. Even if you put music videos on while you listen to songs and insert ads. That's a tough way to make money since the people's attention usually isn't on the screen. They have the audio on while they're doing other stuff. I still expect another push into that.

I also think there'll be more application into areas that we're kind of in the gray before, namely military and defense applications. So the Department of Defense's 2020 budget for AI related R&D was just under 4 billion, but that could grow under the Trump administration, especially since we know that the objective there is to outpace China.

And second place is Starbucks mobile app and Google Pay with about 35 million each. So way, way, behind. And then Samsung Yay even further behind with about 14 million folks using that. Story two, how many folks are generative AI users? In some brand new estimates our forecasting team thinks the close to 80, 8-0, million Americans are generative AI users. Last year, just 8 million were.

That sounded super cool. For those who don't know, it's a new functionality, a new tech that will enable all of us to use our headphones or earbuds out in public more effectively in ways that we can't now use them. And the examples that they used were tuning in to a specific device somewhere, wherever you are out in public.

But I think we're moving towards that and we're not super far away from that. Jacob Bourne (06:49):. Yeah. And I think along those same lines, in addition to the smaller models, I think we're going to see more efficient chips be developed too, so powerful efficient chips that can run bigger models but for more cheaply.

Rather, a ban would mean that you would remove it from the app store so no one new could download it. And users who currently have it wouldn't get updates, so it wouldn't keep the app running smoothly. And eventually people would maybe stop using the app because it was so bad. But Max, what do you think out of 10 TikTok ban? Max Willens:.

But something that's free is maybe a jewelry store that does repairs, if it's nothing super expensive. Or polishing, you can take your things to many jewelry stores, including Kay's or Tiffany. If it's Tiffany branded, you can get your silver polished. It used to be free, I don't know if it's still free. (04:54):. There's lots of different ways.

It's a sister app. Yeah. Sara Lebow:. The American sister app of Pinduoduo. Sky Canaves:. Yeah. Whitney Birdsall:. Can I jump in also with an example? I ordered something from Temu also. They got me, it was an advertisement on Instagram and they got me. It was a portable, little washing machine and it was only $10. I was like, "If this doesn't work, it was only $10," but it works great.

Is it something that's a persistent pop-up that users have to click off every time they open the app? Is it a banner that never goes away? And Ms. Nyce thinks it's likely they land on a hedged language since there is no proven causation, only correlation. An example would be this app may have a negative effect on teens' mental health depending on how it's used. Max, what do you think? Max Willens:.

Facebook's family of apps. Just remarkable growth there. Facebook, WhatsApp, Instagram, et cetera. Daily active people shot past 3 billion at the start of the year. The monthly average people will cross 4 billion by the end of this year. 4 billion people using one of Meta's apps by the end of this year. They just added 80 million people in Q3, 8-0.

There's an affiliate, like an app... There's an app for everything, right? The control the margins, and the ability to customize. And that does not exist with big tech. If you're looking at where ad media spend is concentrating today, it's with Meta, Google and Amazon, right?

Zak, do you use this app? You're a runner. Zak Stambor:. I am a runner. I do not use the app. Sara Lebow:. All right. Still impressive though. I mean, definitely think of Nike as a mover and shaker in digitization and it's a place that I go into to browse as well as someone who's more of a casual exerciser, not a regular runner. Okay.

Angela, why do we think these are going to be super impactful this year? Angela Murphy:. I think that it gives financial institutions, but also companies and people, the ability to understand who is paying for what and why.

So I don't know if either side really has a super strong argument, so it could potentially come down to the things that the public does not know at this point. Marcus Johnson:. I'm with you on neither side seems to have the strongest case.

This 10% for YouTube is only the main YouTube app. It doesn't count its streaming TV offering called YouTube tv. The question though, for Euro Hall first playing Fortune teller, what share of TV viewing will be YouTube content? Currently 10% in three years? Rahul Chadha (12:11):. I'm going to go 20%.