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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%.

I think what it's going to be is one of the outsiders looking in here in the form of Comcast launching some kind of super mega soccer content products. Quite recently, Bundesliga, they renewed their rights to the Premier League quite recently, Bundesliga is...

Rewards apps are nothing new. As you said, Starbucks is really a first mover, but every QSR and fast casual has some sort of mobile loyalty app at this point.

"The move to drop CarPlay, the app that lets drivers connect their iPhones to the car's display, highlights the battle that could be worth billions," writes Mike Colias of the Wall Street Journal. GM is also saying goodbye to Android's alternative, Android Auto, in favor of another new software.

On today's episode, we discuss some predictions for 2023 that are too specific to be 100% certain but could still come true, including: why Microsoft would want to buy Roku, whether TikTok will make a splash in search advertising, who will be the runaway retailer of the year, if Instagram's new Twitter competitor app will be a hit, and more. Tune in to the discussion with our analysts Debra Aho Williamson, Andrew Lipsman, and Paul Verna.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss what TikTok's flywheel looks like, its latest efforts to build out its own shopping platform, and what the social network has that Meta doesn't. Then, for "Pop-Up Rankings," we rank our top four existing TikTok copycat apps. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Jasmine Enberg.

It's super duper game. Suzy Davidkhanian:. He always wins. It's not even-. Speaker 5:. Because Blake is super duper. Blake Droesch:. Thank you, I appreciate it. Suzy Davidkhanian:. I don't want to be a sore loser, but he wins every time. Marcus Johnson:. All right, gang, that's all we've got time for the game of the week. Today's last segment, as always, it's dinner party data.

I do think that it is going to have a very transformative impact eventually, but I just don't think it's going to be super quick. Marcus Johnson:. Is there one part of life you think it will have a moderate impact on more so than others? Carina Perkins:.

But as it says, no killer app yet. We might see that in enterprise when we have highly-specialized AI applications and we're seeing some companies come up with these, but these aren't off the shelf. You have to develop them. You have to get your staff to work on them. They have to be secure. There's all these steps that you need to kind of cover before you can say that this AI is a killer app.

But I think secondly, once you create this ecosystem where you can go strAIght into apps and get information, it gives Apple even more power in terms of over the whole app ecosystem and how much exposure these apps have. So I think that's probably the more fundamental way that it rAIses antitrust issues. Marcus Johnson (08:13):. Jacob, that was one of my concerns.

That's all we've got time for for the Debate of the Week, talking streamflation, whether TikTok's the most significant app, and the AI boom already being over. It's time to move on to our final segment of the day. It's Dinner Party Data. This is the part of the show where we tell you about the most interesting thing we've learned this week.

Biased AI systems result in unfair and discriminatory outcomes, whether it's denying a credit card application, a mortgage application, whatever the case may be, it can really have big impacts on everyday consumer lives if they get it wrong. Jacob Bourne (15:56):. Yeah. And I think we can all be in agreement that all of these five are really serious issues and this one is no different.

On today's podcast episode, we discuss what finding products online will look like in 2025, if Target's new membership program can stack up against Amazon Prime and Walmart+, how ads on chatbots will change advertising, how to make stores more fun places to shop, what the world's first "ketchup insurance" offers, how Americans use dating apps, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Evelyn Mitchell-Wolf and Carina Perkins.

I think there's also this delicate balance where the dream with AI application in a lot of instances is that you can ask it to do something really complex and not have to do anything, but maybe there's a better application where you are giving it these enormous tasks, but keeping that oversight on.

Super Mario Brothers movie, obviously known franchise, and even though that was the first one, it's not a remake, but there have been Super Mario Brothers movies before. Oppenheimer, that's the one that stands out here. But then if you look at sequels and remakes, they're basically fourth. Guardians of the Galaxy 3, fifth. Fast and Furious 10, I think, sixth.

There was a minute where if you downloaded the app, you can use your app to price scan merchandise in department stores, and so people downloaded the app. I think this will be a reason why people will become a member of the Walmart+ program. Marcus Johnson:. Carina. Carina Perkins:. Yeah. I've got a bit of a different view on it. I think it's a bit risky.

And when Snap first announced My AI, I wrote about how the company had to be thinking about ways that it could use the first party data it was collecting from My AI on user interests and behaviors to be able to improve ad relevancy and targeting across the app. And it's doing just that right now.

But you also point out in the research that people aren't using very many apps to do this. Yory Wormser:. Yeah, I mean, that's right. So apps are the vast majority of time we spend on smartphones. It's like 90%. But those are really concentrated in a few apps. And we don't have new data on this, but in the past, I think in 2019, Comscore had something where 93% of app time is in your top 10 apps.

On today's episode, in our "Retail Me This, Retail Me That" segment, we invent a new sport called the "National Retailers League," where we look at how retailers stack up against each other across different areas. Then, we examine the battle between the top 15 retailers for online dollars and hand out some awards based on fulfillment experience, the best mobile app, and internet innovation. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Blake Droesch.

But I think one of the things is as retailers try and push their app and using the app to connect the online in-store experience as they use the app as a tool when you're in-store to get your own help around inventory and price checking. And Sky and I went and checked out a big department store here in New York City and we found that we have that same problem.

One of them is 41 states in DC filing lawsuits against Meta claiming the company's apps are addictive and harmful to children. So we'll see how that plays out.

Sam's Club is a big one and Walmart also offers it where shoppers can use their mobile phones, through the app, through the retailer app, and they can scan bar codes and add products to their cart as they shop in the store and then pay through the app. So it's very seamless.

TikTok's new online marketplace means you can now buy things right in the app and TikTok itself will ship them to you, explains Wes Davis of the Verge. Brands and creators can now sell to you in their videos, and a new Shop tab can show you related items. Mr.

If someone listening to this, you got to be thinking of an application for that. Max Willens:. Got to be thinking about it. Marcus Johnson:. How can we put this dam to-. Ross Benes:. We just want these 30,000 people to be over here. Max Willens:. 20 sticks of dynamite later. Marcus Johnson:. Very nice, gents. I've got one for you real quick. It's about retirement.

On today's episode, we discuss whether it's time for Google to spin off YouTube, how people feel about targeted ads, what consumers think about using AR to shop, what an in-car TikTok app might look like, the US Supreme Court examining Section 230, paid health leave in the US versus the world, and more. Tune in to the discussion with our analysts Blake Droesch, Evelyn Mitchell, and Paul Verna.