AdTechGod Pod

The Refresh News: March 24 – Claude Gets Web Search, Apple’s Streaming Gamble, and AdTech’s Next Great Shift

Mar 24, 2025
This week explores Claude's new web search feature, finally catching up with its competitors. Apple TV+ faces a staggering $1 billion loss, sparking debates about its broader strategic direction. The podcast also addresses the evolving ad tech landscape, as AI and changing consumer habits challenge traditional programmatic methods. Advertisers are striving for greater transparency and control over their data. Meanwhile, the lines between various advertising vendors are blurring, requiring fresh differentiation strategies.
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INSIGHT

Claude's Web Search

  • Anthropic's Claude now offers web search, catching up to competitors like ChatGPT and Perplexity.
  • This is crucial for LLMs as it bridges the gap between their knowledge cut-off dates and real-time information.
INSIGHT

Apple TV+'s Losses and Strategy

  • Apple TV+ has accumulated significant losses, but this is not a major concern for Apple financially.
  • Speculation arises about Apple's larger strategy, possibly involving data and measurement within its ecosystem.
INSIGHT

Ad Tech Industry Shift

  • The ad tech industry faces a major shift, driven by AI, changing consumer behavior, and the decline of traditional tools.
  • Advertisers are becoming more sophisticated, demanding transparency, platform consolidation, and data ownership.
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