retail-media

Andy Jassy’s warning on Amazon’s latest earnings call was blunt: the single biggest long-term risk to Amazon’s retail dominance isn’t Walmart or Alibaba — it’s the rise of horizontal AI agents that aim to become consumers’ new “front door to commerce.” What sounded at first like a tactical quip...

Sensor Tower’s latest State of Mobile data shows a crisp, structural shift: generative AI didn’t just reshape app usage in 2025 — it rewired retail media, turning high-intent shopping moments into a new battleground for brand attention and co‑branded advertising. The effect was dramatic...

Artificial intelligence is no longer a feature add‑on to digital advertising — it is remaking the very architecture of discovery, measurement, and monetization, and the Boston Consulting Group’s recent briefing frames that shift as the most important tectonic event in advertising since paid...

Cloud service providers have quietly become the engine room of a resurgent global digital advertising market — supplying the raw compute, managed AI, and real-time data plumbing that let platforms, retailers, and streaming services scale programmatic bidding, personalization, and measurement at...

Amazon’s mix of e-commerce scale, a dominant cloud franchise, fast-growing advertising, and subscription cash flow is the central thesis behind a bullish call that the company “will soar in 2026,” but the argument works only if a few key growth engines continue to outperform and capital...

The Trade Desk is betting that AI will be a growth engine — not an existential threat — but the company's fate now hinges on an unmistakable tension: can Kokai and a push into CTV and retail media offset the structural supply loss that AI‑powered search and summarized discovery are already...

The Trade Desk’s AI gamble has moved from experiment to enterprise: Kokai is live, adoption has accelerated, and the company is consciously steering its product and go-to-market strategy around the very forces — generative search and AI-driven ecosystems — that threaten the open web it sells...