The short version

Eric Seufert predicted on April 1, 2024: “Retail media networks proliferated in the Everything is an ad network paradigm because privacy restrictions have starved social media advertising platforms of the user-level data that rendered their targeting mechanisms so powerful and appealing.” Verdict: Called it. Retail media networks, as exemplified by Amazon, Walmart, Instacart, and Uber, have continued rapid growth since…

Prediction by

Eric Seufert

On April 1, 2024

“Retail media networks proliferated in the Everything is an ad network paradigm because privacy restrictions have starved social media advertising platforms of the user-level data that rendered their targeting mechanisms so powerful and appealing.”

Follow-up

Retail media networks, as exemplified by Amazon, Walmart, Instacart, and Uber, have continued rapid growth since 2024, validating the 'everything is an ad network' thesis in the context of privacy restrictions impacting social media advertising.

From the High Caliber AI network — see the AI for PR module in the course.