Subtracting The Pluses; From Frenemies To Good Old Enemies
Apple TV is losing its plus; Agentic AI is ruining the ad tech equilibrium; and Google insists that search is still solid.
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Apple TV is losing its plus; Agentic AI is ruining the ad tech equilibrium; and Google insists that search is still solid.
The New York Times’ growth rate blows other large news companies out of the water; Shopify’s shares leapt by 20% after an upbeat Q2 earnings report; and Google’s AI Overviews may or may not be causing web traffic to plummet, depending who you ask.
In today’s newsletter: Google’s generative search experience launches in the US; kid-focused brands worry Instagram is serving their ads to predators; Fox hypes clean rooms and shoppable TV at the upfronts.