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She keeps going: uber, Lyft, Instacart and DoorDash have all launched subscription services. Think Uber One or Instacart Plus and major news organizations have implemented paywalls and others are offering fewer free articles. So what all this means is the Internet's getting more expensive, it seems, to be able to access content, particularly the better content; we're having to cough up more and more.

It is thinking through, "Okay, there's the Instacart, there's the Ubers, there's the Metas, everybody that kind of intersects with their retail experience for the consumer now and not just think about themselves isolated from all of these other platforms and partnerships that really enhance the experience for the consumer."

I don't know if this is exactly true, but if it's not, soon enough Instacart will be showing you carrots for your favorite grocery of the year and spinach is number two, stuff like that. Marcus Johnson:. You know what?

That's kind of Instacart, Spotify, Twitter, kind of ad dollars, but this year, not expecting to make very much from advertising at all. That's all we've got time for for this episode. Thank you so much, Danny, for hanging out today. Daniel Konstantinovic:. Yeah, thanks for having me. It's always fun. Marcus Johnson:. Of course. Yes, sir.

Well, I think from the last time we spoke, I think the biggest thing to know from a commercial standpoint is that GPT-4 now has a plugin that can connect it to the internet, which means that consumers can use it to book flights on Expedia hotels, shop for groceries on Instacart. So I think this is really going to be a game changer for automated e-commerce, but the model is impressive.

The number one reason being the pandemic in which there was a demand for essentials like groceries that cause a lot of people to download these grocery apps like Instacart and start getting their groceries delivered. This was primarily done for necessities of which alcohol for most people, for some people it's a necessity.

Andrew believes that digital advertising's next tier is in tech, retail, and streaming, but notes that advertising is not the primary business of most of these next tier [00:03:30] players, like Amazon, Walmart, Instacart, Apple, Microsoft, Hulu, Spotify, TikTok, and Netflix.

Our honorable mentions for nine and 10, we gave number nine to Instacart, which partnered with Uber and number 10 to Scrubs company Figs, which is outfitting US healthcare professionals at the Olympics. Okay, now it's time for our second half, which is where Zach and Sky get to tell us where we went wrong.

What we don't include in this forecast are delivery memberships like DoorDash Dash Pass or Instacart Plus, nor do we include, like you said, subscription eCommerce revenue. So those are programs like Amazon Subscribe and Save or any type of subscription box where you're paying for a product and not a service. Sara Lebow:. Okay.

I'm sure some think, but I do think to your original question, I mean Kohl's is partnering with Instacart. Do I think it's going to help? It's just on the margin in terms of if your customers aren't coming for your core product, which is expensive coffee, then getting it into their hand quickly, is that going to make a difference? Marcus Johnson (15:27):. Yeah,. Max Willens (15:28):.