An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise
Most of the sell-side has remained hilariously silent at a mere Substacker seemingly shaking markets, even though the anguish and frustration is almost palpable.
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right …
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …
Apple Podcasts' fresh leap into video podcasts accelerates the podcast industry's shift from an audio-centric medium to a decidedly video-focused one
Apple Podcasts' fresh leap into video podcasts refocuses the audio medium on visuals — Welcome back to Soundbite.
Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”
First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for a...
Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data
Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data
In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video programs like the NFL …See also Mediagazer
OpenAI plans to test ads below ChatGPT replies for users of free and Go tiers in the US; source: OpenAI expects to make “low billions” from ads in 2026
$500bn start-up seeks ways to fund expansion and fend off competition from rivals Google and Anthropic
OpenAI plans to test ads below ChatGPT replies for users of free and Go tiers in the US; source: OpenAI expects to make “low billions” from ads in 2026
$500bn start-up seeks ways to fund expansion and fend off competition from rivals Google and Anthropic
OpenAI plans to test ads below ChatGPT replies for users of free and Go tiers in the US; source: OpenAI expects to make “low billions” from ads in 2026
$500bn start-up seeks ways to fund expansion and fend off competition from rivals Google and Anthropic
Meta appoints Dina Powell McCormick, a prominent banking executive and former Republican official, as president and vice chair, reporting to Mark Zuckerberg
Dina Powell McCormick, a prominent banking executive and former Republican official, is joining Meta full-time as president and vice chairman …
Google unveils the Universal Commerce Protocol (UCP), an open standard that lets AI agents work across customer buying processes, from discovery to support
Google today announced a new open standard, called the Universal Commerce Protocol (UCP) for AI agent-based shopping, at the National Retail Federation (NRF) conference.
Meta appoints Dina Powell McCormick, a prominent banking executive and former Republican official, as president and vice chair, reporting to Mark Zuckerberg
Dina Powell McCormick, a prominent banking executive and former Republican official, is joining Meta full-time as president and vice chairman …
Google introduces new personalized ads in its Gemini-powered AI Mode, letting advertisers offer exclusives for users preparing to buy a product
Tech giant moves to gain an edge in race to monetise popular AI tools — Google is introducing new personalised advertising …
Google unveils the Universal Commerce Protocol (UCP), an open standard that lets AI agents work across customer buying processes, from discovery to support
Google today announced a new open standard, called the Universal Commerce Protocol (UCP) for AI agent-based shopping, at the National Retail Federation (NRF) conference.
Google launches CC, an experimental AI assistant that delivers a personalized daily “Your Day Ahead” briefing email based on users' emails, calendar, and docs
Say hello to CC, a new AI productivity agent that connects your Gmail … The Keyword : Help boost your daily productivity with CC, a new experimental AI agent from Google Labs. Amin...
Study: 193 Instacart users across four US cities saw different prices for the same items from the same store at the same time; Instacart says it's running tests
The findings are the latest example of how the notion of a single price is breaking down in the digital age, a trend economists say could be pushing up some prices.
Amazon sues Perplexity, accusing it of computer fraud, after sending a cease-and-desist letter demanding it stop letting Comet make purchases on users' behalf
Amazon.com Inc. is suing Perplexity AI Inc. to try and stop the startup from helping users buy items on the world's largest online marketplace …