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It’s the largest ecommerce company in the world, but it hasn’t learned to leverage the retail media ad opportunity as well as Amazon has. Alibaba fell behind Amazon in ad revenues in 2022 and is set to fall behind ByteDance by 2025. Google and Meta are the only $100 billion ad companies, and that will remain the case for a long time.

So pretty impressive and same for the US and Canada. Actually best numbers since that quarter Q2 2020. This Q3, they added 2 million new folks in the US and Canada. And Danny through three quarters, Netflix this year, through Q1, Q2, Q3, Netflix has added twice as many new subscribers as they did the entirety of last year and they still got Q4 to go as well.

On today's podcast episode, we discuss what social networks can't stop getting wrong, whether Amazon can make its app fun, if enough people care about voice assistants, whether Uber's "Return a Package" feature will take off, how AI may change entrepreneurship, which music format has made the most money for the music industry in the past 50 years, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, vice president of Briefings Stephanie Taglianetti, and analyst Max Willens.

On today's podcast episode, we discuss how affiliate is helping marketers take back control of their ad spend. "In Other News," we talk about Amazon unveiling a smarter, more conversational, Alexa and TikTok Shop hitting the US. Tune in to the discussion with our analyst Max Willens and Alexandra Forsch, president of Awin Americas.

And I think that in that same vein, you could say that, well, maybe Amazon would make more sense, but Amazon is under an immense amount of scrutiny at the moment here and in a way that would probably make this the sort of thing that would attract the kind of attention that they do not want at the moment but Walmart is not facing similar scrutiny, and so they might be kind of a plausible or intriguing proposition

And then also AI consultants James Benoit, who was a postdoctoral fellow in nursing at the University of Alberta, Canada, published a study in February reporting that ChatGPT significantly outperformed online symptom checkers in evaluating a set of medical scenarios. Rajiv Leventhal (15:12):. I was just going to say, this is timely, I think for our listeners.

Well, I think there's an obvious opportunity for competitors and I don't think that it's necessarily that the opportunity is only for e-commerce competitors like Amazon.

I tried to buy next day delivery on Amazon.

So, that's why I'm also not surprised that maybe in other countries, this hasn't worked, but here in at least in the U.S., Canada as well, I think that this is the right move. Marcus Johnson:. Yeah. Yeah. It's, as Max pointed out, growth has definitely slowed down.