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Generative AI is set to have far-reaching implications for the $5.920 trillion global ecommerce sector. Here's our take on the top three areas where the technology could have the greatest impact.

ES: Microsoft’s Bing AI has a huge price tag: The tech giant’s cavalier commercialization of generative AI has uncertain profitability. High compute costs are passed on to developers as other challenges mount.

Big Tech’s monumental SCOTUS face-off: Big Tech’s long-term immunity from content liability is being called into question, but Congress—not the Supreme Court—might be the better branch of government to navigate the issue.

FTC sharpens tech oversight amid AI revolution: Big tech’s opaque algorithms pushed the FTC to create an Office of Technology to rein in the industry. Search wars pose a regulatory wildcard.

Tensions with China flare faster than the US can build its production base: Ford’s CATL partnership for EV batteries illustrates that US dependence on China’s manufacturing won’t be easily overcome.

Tesla sharing its Supercharger network: Tesla joins 16 companies providing 100,000 chargers in the US as part of the initiative to accelerate the EV transition. Government cooperation opens Tesla to billions in subsidies.

Tech layoffs hit Twilio, LinkedIn, Ford, and Yahoo: We could be facing a secondary wave of cost-cutting in the tech field. The good news is opportunities are open in other industries.

Streaming media apps might have to pay up: European regulators could require data-heavy businesses to pay for network expansion and maintenance. This cost will inevitably lead to price increases for subscribers.

Is AI-powered search profitable and sustainable? Scaling up commercial generative AI comes with high energy and environmental costs, adding to social concerns. Half-measures on the issue could damage market reception.

The new tool, Shopify Magic, uses AI to help merchants generate product descriptions. So far, Amazon has stayed quiet on generative AI, giving Shopify the chance to gain a competitive edge. But it may not last for long if Amazon decides to get in on the AI craze.

On today's episode, we discuss how concerning Google's drop in search ad revenues is, the likelihood of Google getting broken up by the US Department of Justice, and the main reason YouTube is struggling. "In Other News," we talk about which cookie alternatives are emerging as favorites and the significance of Microsoft adding ChatGPT's AI technology to its search engine, Bing. Tune in to the discussion with our analyst Evelyn Mitchell.

The Information Age 2.0 is upon us: Google’s latest product updates illustrate the movement to embed AI into our information sources. The changes will strain computation and energy resources.

On today's episode, we discuss the significance of Google's ChatGPT rival Bard, whether Instacart's shoppable TV QR codes can be a hit, if Fanatics can crack the US livestream shopping code, whether Twitter allegedly shedding users is a short-term issue, where (and how) we listen to music, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Blake Droesch and Evelyn Mitchell.

Industries ignore AI warning label: Voices of dissent over speedy generative AI deployment are getting louder but may be drowned out by promises of lucrative returns. Risks are mounting.

Despite delays, Apple can benefit from its extensive user base and merchant acceptance to build BNPL success.

Apple considers pricier iPhones to spur sales: Can an even more premium iPhone help increase sales? Apple seems to think so. Meanwhile, carriers are discounting its latest models in China by $100.

Adversarial relationship with China is bad for tech: Retaliation by Beijing shouldn’t surprise us as Biden eyes more tech sanctions and a US general starts preparing for war.

Over the past year, retail has pushed further into healthcare for two reasons: more customers and more money. The usual suspects (e.g., CVS, Walgreens, and Rite Aid) are all making investments in their healthcare offerings, but Amazon is on their heels.