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.

Tesla leads EV charge, but competition is around the corner: Tesla’s expansion is unparalleled, but so are its recalls and safety issues. Meanwhile, the rest of the automotive industry is slowly but steadily catching up.

Twitter’s turbulent takeover: The Twitter-Musk saga is one of the biggest stories for 2022 that will likely continue into 2023. It could strangle other Musk-owned businesses like Tesla, which Musk is using to sell stock to keep Twitter afloat.

Musk loyalists put to the Twitter stress test: Bedrooms for Musk associates at Twitter’s headquarters, lawsuits, and failed content standards give competing social media platforms an opportunity to attract users.

Tesla’s safety recall pileup: Hyperscaling production is taking a toll on vehicle safety and quality control. The carmaker’s approach to fixing problems with over-the-air firmware updates could be part of the problem.

By 2026, almost three-quarters of drivers will be behind the wheel of a connected car, unlocking massive content potential for advertisers and other ecosystem players. Take a look at what’s ahead for the industry.

Twitter and TikTok regulatory losses would be Meta’s gain: Musk’s Twitter acquisition has attracted federal scrutiny and TikTok could get banned. There might be hope for Facebook and Snapchat after all.

The repercussions of China’s leadership overhaul: Markets in China, Hong Kong, and New York plunge over worries that Xi Jinping’s consolidation of power could further confound investment in Big Tech.

For real this time: Elon Musk is buying Twitter for $44 billion after backing out of the deal and engaging in a public dispute that put personnel and shareholders through the wringer.

Chinese automaker BYD was the top passenger electric vehicle (EV) brand in Q2, accounting for 16.3% of the units shipped worldwide. US-based Tesla ranked second, with an 11.7% share.

Tesla founder Elon Musk made headlines last week for once again proposing to buy a company he had no intention of purchasing—soccer club Manchester United. But while celebrity gossip-style speculation swirls around the richest man on earth, what’s going on back at Tesla?