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Our forecast ranks X as 17th in terms of US digital ad revenue in 2024, sandwiched between Instacart and IAC. 17th place means that they're making half as much as Snap and five times less from ads than Walmart. The question is can Twitter claw back some digital advertising market share? Minda? Minda Smiley:.

But they now make fewer ad dollars Yory than Instacart. And in 2022 they were making three times as many ad dollars as Instacart. They now, believe it or not, X in times of our ranking sits at 17th on our top digital ad players in the US list. So Pinterest, Roku, Snapchat, Yelp, Hulu, all these guys are ahead of them because of what's happened. Yory Wurmser:.

Yeah, some of that ask Instacart functionality in particular is pretty cool. I mean, you can type in meal plan for a family of four that's vegan on a given budget, and you can get not just a shopping list, but a shopping cart. I'm not sure how well it works. I haven't tried it. Have either of you? Sky Canaves:. No, not yet. Jeremy Goldman:. Yeah.

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.

While some were skeptical of Temu’s staying power, the app’s low prices and social-first marketing strategy seem to be resonating with consumers. Opening its platform to US sellers could bring competition for Temu at a time when consumer perception is flagging.

Nascent partnerships from 2023 will start packing a punch in 2024. Companies without an overwhelming market advantage will need to join forces with rivals or complementary partners to keep boosting revenues.

Less than 19% of US digital grocery buyers used Amazon Fresh within the past year. Nearly all of them have also shopped on other digital grocery platforms.

In-store retail media initiatives are gaining momentum: Loblaw, Macy’s, and Schnucks Markets are the latest retailers to invest in the channel.

I read a newsletter from Ryan Broderick about using the Instacart ChatGPT plugin. He said that it was really impressive, really cool, and then when he got his delivery, half of the ingredients were missing, so-. Suzy Davidkhanian:. Wow. Sara Lebow:. ... you're only as good as your fulfillment. On that note, that segues us into our next award.

Uber, Lyft, Instacart, DoorDash, all launching subscription services. Major news organizations have implemented paywalls. Some of us may have noticed when we go to look at some news now from a site that we typically go to that we can't, we have to pay for it now.

I think that e-commerce, the whole intermediary delivery market that is constituted by Instacart and DoorDash and Uber and Gopuff and the like. It's a tough business. Debbie has wrote about this way back when and... Debra Aho Williamson:. So glad you brought this up again. Andrew Lipsman:. [inaudible 00:25:51] to me, it's one of the most clairvoyant stories that I've ever seen.

Instacart has its own marketplace. You've got a lot of apps that have tacked on marketplaces that I think are driving some commerce as well. Sara Lebow:. Yeah. And then there's also technical innovations. So like AR and virtual try-ons. Wayfair has some feature where you can make the couch appear in your living room or maybe that's Ikea or maybe that's both. Carina Perkins:.

It's more on par with Yelp and Instacart than it is with Facebook or Google. Jasmine Enberg:. Twitter has never been an essential part of most advertisers strategies. Right? Marcus Johnson:. Right. Jasmine Enberg:.