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On today's episode, we discuss Apple鈥檚 dominance in the digital wallet arena. In our 鈥淗eadlines鈥� segment, we look at the ramifications of The Kroger Co.鈥檚 about-face on Apple Pay and how the EU is scrutinizing Apple Pay in its antitrust investigation. In 鈥淪tory by Numbers,鈥� we examine how Gen Z鈥檚 use of iPhones will keep Apple competitive in the digital wallet space and the success of Apple鈥檚 new savings account. And in our new segment, 鈥淲hat If,鈥� host Rob Rubin presents a few hypotheticals and discusses what things would look like if they were true. Tune in to the discussion with our analyst David Morris.

The company plans to add 100 new Whole Foods locations at a pace of 30 new store openings per year. At the same time, it halted the opening of several Amazon Fresh stores in favor of reformatting existing stores. Amazon Fresh is the most viable model for Amazon to achieve grocery success.

Private jets account for 16% of US flights, 16% of US flights, but pay only 2% of the taxes according to the Institute for Policy Studies and Patriotic Millionaires. So for context, Farhad Manjoo of New York Times writes that per the analysis, "The median net worth of a private jet owner is nearly $200 million.

How Our Forecasts Account for Multitasking. An important note on how we account for multitasking in our estimates of time spent with media: If someone spends an hour watching TV, for example, and uses a smartphone to surf the web during the same hour, we count this as an hour of usage for each medium, and hence as 2 hours of total media time.

I was not cool enough or plugged in enough to be aware of TikTok's popularity in it's opening days, so I'm going to take he bigger one, the 29. Bill Fisher:. 29, okay. And Paul? Paul Briggs:. I'll go the middle ground on this one, Bill. Bill Fisher:. 19? Paul Briggs:. Yeah. Bill Fisher:. And Man-Chung? Man-Chung Cheung:.

罢丑别测鈥檙别 opening owned and operated physical retail locations. DNVBs like Warby Parker, Allbirds, and Brooklinen are taking this path. Significant capital expenditure and store overhead make this model prohibitive for most DNVBs, but for some, it鈥檚 a viable path for growing brand awareness and sales. 罢丑别测鈥檙别 selling wholesale through brick-and-mortar channels.

And that in turn is kind of closing off the openness of it and opening up opportunities for people to charge for stuff.

So I saw that political CTV ads account for about half of all digital political spend, so they account for quite a lot. But you're right, there are a lot of different media types and so this is, okay, TV versus the field. Jeremy, what do you think? Jeremy Goldman (04:26):. I think it's a really interesting one.

The FTC thinks that Prime membership fees account for $25 billion of companies annual revenue. So they might just see us as the cost of doing business, to be honest.

And I wonder though, Max, to your point about the percentage of ad dollars, retail media ad dollars, that in-store will account for being so low. I wonder if that's because of the sheer magnitude of Amazon. If we took Amazon out of the equation, I bet in-store would be pretty significant.

Because there's already, I would argue something like Tumblr or even just meme accounts on Instagram for that, and so it just becomes a platform in search of a niche.