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How we got here: Tesla was notably missing from the list of carmakers committing to President Biden’s initiative that half of all cars and light trucks sold in the US be electric by 2030. The electric car pioneer has the largest supercharger network in the US, which could be pivotal in driving adoption for all EV types.

The news: Toyota, the world’s number-one car manufacturer, was forced to shut down all of its Japanese factories on Tuesday due to a production system malfunction. How we got here: A computer glitch is preventing Toyota from ordering components, resulting in stalled domestic output.

Businesses across the telecom, insurance, auto, and property management industries are already using the solution. A2A payments are having a moment: More and more payment providers are boosting their A2A payment capabilities for both businesses and consumers. Visa is upgrading its A2A payments framework in Europe to spur adoption.

Other: This segment includes other tracked industries, such as automotive, logistics, travel, and professional services. The rolled-up YoY growth rate for these industries will be 17.1% this year, and B2B digital ad spending will reach $3.05 billion. We expect slower growth for the remainder of the forecast (11.0% YoY in 2026), with spending hitting $3.71 billion by 2026.

On today's episode, we discuss what to make of Microsoft putting ads in its AI-powered Bing Chat platform, the biggest pitfalls of companies using generative AI, and publishers' concerns about AI chatbots cutting readership. "In Other News," we talk about how much retail media networks are actually boosting the US ad market and which car manufacturers are leading the US electric vehicle (EV) race. Tune in to the discussion with our analysts Gadjo Sevilla and Max Willens.