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Automotive

On today's podcast episode, we discuss whether X (formerly Twitter) can recover from its latest debacle, if folks will start buying cars on Amazon, whether ad-free social networks are inevitable, companies potentially ruining "buy one, get one free" deals, United Airlines weighing using passenger data to target ads on planes, how people feel about tipping in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Ross Benes and Bill Fisher.

US out-of-home (OOH) ad spend will total $9.51 billion next year, and grow past $10 billion in 2026, according to our forecast. One unusual place those dollars are headed is advertising on wheels. That includes transit, taxis and ride-hailing services, and one of the most fun brand marketing tools there is: machines like the Oscar Mayer Wienermobile.

77.6 million people in the US will use Uber or Lyft next year, according to our August 2023 forecast.

Uber and Lyft are rapidly expanding their advertising platforms to take advantage of this growing user base—one that may prove to be a major audience for advertisers.

On today's podcast episode, we discuss what social networks can't stop getting wrong, whether Amazon can make its app fun, if enough people care about voice assistants, whether Uber's "Return a Package" feature will take off, how AI may change entrepreneurship, which music format has made the most money for the music industry in the past 50 years, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, vice president of Briefings Stephanie Taglianetti, and analyst Max Willens.

Ram Trucks was the No. 1 automotive brand by estimated TV ad spend in August 2023, surpassing Subaru, Chevrolet, Kia, and Jeep, per iSpot.tv as cited by MediaPost.

It’s still early days. There are signs that point to cars becoming a major new media and advertising venue. But both commerce and media are still developing in cars—and at the moment, neither is completely ready for native ad formats.

Diverging from conventional industry strategies, Honda is addressing customers’ charging needs ahead of launching its electric SUVs in 2024.

On today's podcast episode, we discuss what to make of Google turning 25 years old, how US shoppers feel about stores, why tiered rewards are all the rage, how Hispanic people think their values are reflected by advertisers and Americans, taxi drivers turning into robots, some mind-bending facts about US geography, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, forecasting analyst Zach Goldner, and director of forecasting Oscar Orozco.

On today's podcast episode, we discuss whether people will ever buy items they see in TV shows, if online ratings are broken, a relaunched Amazon Shipping trying to compete with UPS and FedEx, if CNN and sports can move the needle for streaming service Max, whether the continuing partnership between Target and Starbucks is boosting curbside pickup, where we got gas before gas stations, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Paul Verna.

The DOE allocates $15.5 billion for EVs and domestic battery production. The plan favors traditional auto hubs, while further efforts should improve charging infrastructure.

Toyota halted all Japan factory operations due to a computer glitch, disrupting a third of its global output. The issue isn't cyber-related but follows past tech troubles such as data leaks and cyberattacks.

China still has some clout as the biggest chip market in the world, and the restrictions could spur competition and growth in domestic semiconductor production.

GM can’t afford workers and EVs: It’s offering the bulk of its US salaried employees voluntary severance. We can expect inflation, high interest rates, and automation to weigh on industry jobs.

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.

Tech layoffs hit Twilio, LinkedIn, Ford, and Yahoo: We could be facing a secondary wave of cost-cutting in the tech field. The good news is opportunities are open in other industries.

Constrained chip supply continues: The yearslong chip crisis isn’t getting any better, and some markets aren’t expecting relief until 2024. But dwindling consumer demand could lead to oversupply and stagnating innovation.

Another Consumer Electronics Show (CES) has come and gone, introducing the world to everything from a self-driving stroller to an accessible PlayStation 5 controller. It would be impossible to give a rundown of everything announced at the Las Vegas event, but here are a few things we think retailers should keep an eye on.

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.