With Bedrock, Amazon courts an array of AI startups: The platform offers a smorgasbord of generative AI tools for enterprise. But moves by Databricks and Meta could take model training in-house.

Over the past month, we’ve seen ad updates from all the major players, from Meta’s generative AI ads to Google’s attempts to decrease clutter. Here’s what they mean for advertisers.

On today's episode, we discuss what more job cuts at Amazon could mean for the company, Utah's proposed ban on social media companies serving ads to minors, the Academy Awards' viewership in the age of streaming, Uber's next advertising venture, how to keep a 70-year-old brand (like Clue) alive, how humanoid robots are already here, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, director of forecasting Oscar Orozco, and analyst Max Willens.

Uber taps in to OOH and self-serve ads as its ad empire expands: Advertisers can now display car-top ads on 3,500 cars in several US cities, targeted by ZIP code.

On today's episode, we discuss why some folks think digital ads are getting worse, whether things are looking up for Uber, TikTok’s parent company ByteDance challenging Meta on VR, why Warner Bros. Discovery will continue Discovery+, the Grammys rebounding from the pandemic's effect on viewership, the surprising most littered plastic item in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Suzy Davidkhanian and Max Willens.

This report presents five of the most intriguing and/or under-the-radar positive forecasts for 2023 that clients should be aware of, as compiled by our forecasting team.

Click-to-door time was as low as 4.4 days in July 2022 for non-Amazon digital retailers in the US, according to NielsenIQ. But Amazon has them beat by a lot, with an average click-to-door speed of 1.9 days.

Instacart will retain its status as grocery delivery king this year, capturing 73.0% of US digital grocery sales among third-party delivery services, per our forecast. However, competitors such as DoorDash and Uber will continue to eat away at its dominance.

The days of heady growth are over for rapid grocery startups: The once-frothy sector is now down to a handful of players and facing steep competition from Uber and Doordash.

Which retailers and brands will win (or lose) in 2023? Retailers that can offer value—either in terms of price or convenience—will continue to thrive, while those that cater to an increasingly squeezed middle class will struggle.

What retailers need to know about the new wave of delivery apps and quick-commerce startups.

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.

Uber sees retail media opportunity in UK: The ride-sharing and delivery firm looks to capitalize on its own first-party data amidst a general ad downturn.

On today's episode, we discuss Uber's foray into advertising, whether or not we are past "peak newsletter," how to convert online shoppers into buyers, how Apple's privacy changes have affected mobile marketers, how much media young people consume, an explanation of what's most disrupting advanced TV, how much it costs to raise a kid in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Ross Benes and Evelyn Mitchell.

Instacart puts its IPO plans on ice: With Wall Street looking for safe bets and consumers adjusting their shopping habits, there’s little appetite for an Instacart IPO right now.

A proposed rule would make it easier to reclassify gig workers as employees: That could have severe repercussions for DoorDash, Amazon, Uber, and countless others that rely on the gig economy.

IT spending trumps recession fears: A report shows that the looming recession isn’t dissuading companies from growing IT departments. But a struggling cybersecurity workforce might make it difficult to enact.

Drizly is the latest company to roll out an ad network: The Uber-owned alcohol delivery service’s ad products may enable advertisers to run finely targeted multimedia campaigns.

Inflation will drive sales growth, but consumers are also spending more of their overall grocery dollars online.

Once again, Walmart takes the No. 1 spot in our US grocery ecommerce sales forecast, but Instacart and Amazon are fighting for the second spot.