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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.

And that's the other side of the split screen in terms of the government stepped in and they made sure that those customers got their money, but had they not, the effect would've been on payroll, means workers not getting paychecks, which means covering rent, mortgage payments, groceries, things like that. Especially troublesome for startups.

And that's going hand in hand with their push to sell more of the kinds of products that you want quickly, namely things like grocery, food and beverage, personal care products, household supplies. We're seeing phenomenal sales growth for Amazon in these categories in our most recent forecasts, and I think that's an area where they're continuing to push for.

And I think that's being deployed at a lot of grocery stores and big box retailers, but you could see that being helpful for in-store shopping across general merchandise categories as well. Particularly, if you're someone who thinks shopping in store can get a little bit overwhelming. And you're seeking or craving some of the merchandising tools or curation that's available online. Marcus Johnson:.

There is in the snacking business and there was a big CPG snack branch with a supermarket sort of-ish type company. So they were together on stage and they think about snacking slightly differently because one has the end consumer versus the other one who's trying to reach the end consumer.

One survey I saw from KPMG noted toys as one of the biggest categories that people were expecting to spend more on this year, just after food or grocery and automotive or cars. So, I think there's definitely appetite for spending. People will always buy toys during the holidays. Parents are very, very hesitant not to buy their kids presents and those tend to be toys.

But I would say I definitely experience, in my own life, grocery loyalty leading to all kinds of retargeting out on the web and so forth. And I'm a little bit surprised that there hasn't been a little bit more questioning of it to date even. And I think there is some possibility for that going forward. Sara Lebow:.

We have a huge space in our closet where then I then drive it to the grocery store. And so it's a pain. I don't like them. I don't know why they don't shift just to the paper mailers. It doesn't seem like that big of a list. I suppose these are hardier, but I do think it's rather suspicious that they didn't give a date for when they will get rid of these.

Walmart has grocery squared. Actually, Dealworthy is the new private label brand, and it's also expanding one of its other low price private label brands of household essentials.

Will it be like when you get your groceries delivered and they present different alternatives to what you initially bought, maybe you can move it to 8:00 PM, they've got an 8:00 PM or it's not a history museum, but there is a cool art gallery nearby. But that concept I think is fascinating in terms of the changing way that we might start booking things. Oscar Orozco:. Oh, we're seeing it.

Whether you're selling a credit card, a home loan, an auto loan or a can of a soft drink at a grocery store, you really have to be relevant to who you're trying to speak to. Otherwise, it just gets tuned out in the barrage of media that everybody's exposed to. Rob Rubin:. Right. So for you, it's an advertisement that gets you on a card because you can take your family to Disney World.

In a recent Glow and Nielsen survey of 33,000 US shoppers, about half of respondents either started or stopped using a food or grocery brand based off of that brand's ESG behavior.

Way different from McDonald's than if you buy the cartridge from a grocery store. I think there's more syrup, there's more magic. Marcus Johnson:. Cartridge? Ross Benes:. You go to McDonald's and you get the cup. Way better than a box you'll get from the store. Marcus Johnson:. V? Wawa, icy drink. Victoria Grace:. Wawa, period, drinks. Wawa. Just Wawa. Marcus Johnson:. Yeah, anything. Just Wawa, yeah.

Buying groceries? Here comes a smart shopping cart that will suggest items based on what you're already shopping for. Going on vacation? The ads on your Marriott hotel room TV will soon be tailored to the personal data you shared in your booking." United also looking to do the same thing on planes, personalized ads on the screens, the backs of seats.

I expect them to maintain their advantages there, and that will only incentivize more online shopping, but it really depends on what area of retail you're talking about, like car dealerships, grocery stores aren't going to go away. GameStop probably isn't going to exist a whole lot longer. Carina Perkins:.

Where I am in Virginia, there are lots and lots of aisles in grocery stores. That's not this case in New York. And then I think there's also an element too where provided the user consents, there can be an element of personalization over time. Whereas the consumer interacts with whatever profile retailers can get, with whatever retailer, that retailer can get better at building that profile over time.