"Google and Meta love bragging about how widely their AI tools are being used by consumers. But are those metrics legit? Wow! Sounds like a lot. Usage has also increased, Zuckerberg added, as the underlying models improve. But guess what? The basic search function on Instagram was recently replaced by Meta AI, and the app's entire user base now defaults to that experience even if someone doesn't want to use the feature."
"The Defrayed Desk One indie agency buyer says TTD offered 1% to 2% discounts on ad tech fees for individual clients - if the agency committed to spending $500,000 more in Q4 than originally budgeted. Another buyer says they were offered post-auction discounts if they spent at least $750,000 in Q4. At the holding company level, one buyer says, TTD is making its development team available for working on tailored programmatic solutions free of charge."
Major tech platforms report rising AI usage while rolling AI features into core products and defaulting users into those experiences. Instagram's basic search was replaced by Meta AI, making the feature the app-wide default even for uninterested users. Programmatic ad sellers report aggressive discounting, with offers that require large incremental Q4 spend and post-auction rebates. TheTradeDesk is offering development resources and improved account responsiveness at scale. Competitive pressure is intensifying across DSPs. YouTube is surfacing AI-generated content that attracts very young viewers, with creators encouraging replication of popular kids trends, raising concerns reminiscent of past problematic children's content eras.
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