Rivian secures federal support for a Georgia plant producing affordable EVs, promising jobs and innovation while facing tax policy shifts and industry headwinds.
As connected car technologies go mainstream, opportunities for advertisers are expanding. But success depends on balancing innovation with consumer privacy concerns and security challenges.
Volkswagen aims to attract truck buyers with retro-themed Scout SUVs and pickups designed and built in the US.
On today's podcast episode, we discuss how a department of justice suggested breakup of Google could change search, the potential impact of Walmart’s personalized homepages and customer support, what’s next for the buy now, pay later (BNPL) space, how Tesla’s new “cybercab” could change the world of robotaxis, what charitable donations in America look like, and more. Tune in to the discussion with host Marcus Johnson, director or Briefings Jeremy Goldman, analyst Evelyn Mitchell-Wolf and vice president of Briefings Stephanie Taglianetti.
Apple remains the top brand around: But the tech giant saw its first decline in 20 years as competitors embrace AI more seamlessly.
While the deal could bring in new revenue, integrating Expedia risks overcomplicating Uber’s app and driving users to competitors.
Self-driving car companies might rely on ride share platforms until consumer accessibility expands and manufacturing costs drop. But this strategy could drive down wages for human drivers.
The Cybercab prototype lacks clarity on timeline and technical details, raising investor concerns about the company’s ability to meet its ambitious autonomous vehicle goals.
CEOs’ politics impact their brands: Hastings’ endorsement triggers Netflix boycott, drawing parallels with Musk's controversies impacting Tesla and X.
The push against Chinese and Russian parts for connected vehicles stems from security concerns, and could complicate operations for manufacturers that rely on foreign components.
GM drivers can access Tesla chargers, Norway races ahead in EV sales, and VW struggles with recalls, highlighting both rapid progress and significant challenges in the global EV shift.
Best Buy looks to distinguish itself from the competition: The struggling retailer refreshes its online and offline presences to turn around its two-year slump.
Amazon will continue to gain market share, but new competition from Temu, Walmart, and other retailers could stunt future dominance.
The number of US connected car drivers will reach about 175 million in 2027, and the systems they use will become more sophisticated as electric vehicles and embedded car operating systems become more common.
Digital D2C disruptors, like Peloton and Casper, will bring in about $100 billion less in US ecommerce sales than the $134.55 billion of their established counterparts this year, according to our forecast.
Thirty percent of all insurance transactions will occur in embedded channels within the next five years. Insurers who don’t act now will miss out on reaching new customers—and risk losing current ones to innovative competitors offering embedded policies.
On today's episode, we discuss what's currently driving retail media, the other retailers outside of Amazon to watch, and what advertisers should be focusing on in this moment. "In Other News," we talk about ads (and influencer content) in Roblox and why Tesla has decided to start advertising for the first time. Tune in to the discussion with our analyst Max Willens.
Tensions with China flare faster than the US can build its production base: Ford’s CATL partnership for EV batteries illustrates that US dependence on China’s manufacturing won’t be easily overcome.
Tesla sharing its Supercharger network: Tesla joins 16 companies providing 100,000 chargers in the US as part of the initiative to accelerate the EV transition. Government cooperation opens Tesla to billions in subsidies.
On today's episode, we discuss how Snapchat+ is getting on, concerns over time spent on the social platform, and why Q4 revenue growth stalled. "In Other News," we talk about whether Artifact, a new app from Instagram's co-founders, could become the future of social media, and how complications at Tesla could affect Elon Musk's other owned property, Twitter. Tune in to the discussion with our analyst Jasmine Enberg.
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