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Retail / EcommAMZNKLARWMT

Black Friday 2025: Consumers Download More Apps But Spend Less Time Shopping

Gen AI ChatbotOpenAI

ChatGPT hits a soft patch: Using mobile data to identify inflection points in AI

App EconomyLifestyleMacro trendsMobile channel check

GOOG – Gemini no longer second “banana”; YouTube tracking ahead of consensus

Social MediaMETAPINSSNAPTikTok

Social media user trends – PINS should take a page out of SNAP’s book

QSRBROSDNKNSBUX

Starbucks Churn Jumps 36% Among Power Users as Dutch Bros Surges—But Is It Really a Threat?

Gen AI ChatbotAnthropicGOOGLOpenAIxAI

Anthropic’s Hopes of Claude Being a Mass Consumer Product May Be Over

App EconomyEarnings PreviewsMobile channel check

ChatGPT slowdown; maybe they should have deployed a Vibe Nano Banana?

FintechBACHOODPYPLWFCXYZ

Finance Apps With The Most Gen Z MAUs

App EconomySocial MediaEarnings PreviewsMobile channel check

3Q25 Earnings Previews and 4Q early look! GRAB (+) / PINS (+)