Walmart Delivers On Ads; Your Own Personal Shoppers
Walmart is loving its ad business more every day; AI agents are coming to destroy everything; YouTube is trying to win over brands.
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John Rainey
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The New Everything Shop; Are We Ready For UID3?
In today’s newsletter: Walmart’s hottest growth drivers are ads and subscriptions; why The Trade Desk’s UID 2.0 could be regulators’ next target; and how the growth of CTV content fortresses is preventing breakout streaming hits.
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Can Google Wriggle Out Of A Jury Trial?; Ads Are Saving Walmart’s Margins
In today’s newsletter: Google tries to buy its way out of a jury trial in the DOJ’s antitrust case against its ads business; Walmart sees some of its best margins on ad sales; and TikTok tests 60-minute videos.