We've Got Receipts

    — Topic —

    Aggregators

    2 receipts tracked • 100% industry hit rate

    — Filed —

    2 receipts on Aggregators

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    RECEIPT #BEN-TH

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Ben Thompson
    “Advertising is on the verge of substantial changes, which will primarily benefit Apple and Google. Is it worth the tradeoff?”

    FOLLOW-UP

    By mid-2026, Apple and Google have continued to strengthen their control of ad channels and grow ad revenues, aligning with Thompson's prediction. Apple's Search Ads and Google's overall ad business have shown strong growth, leveraging platform control and privacy-focused ad solutions. The trend supports his forecast of their primary benefit from changes in advertising.

    AdvertisingMobile PlatformsAggregators

    RECEIPT #MIKE-S

    JAN 06, 2026

    Too early to tell.

    PREDICTION BY

    Mike Shields
    “One of the bigger second-tier retail media networks - like say CVS or Albertsons - will give in, and outsource operations to an aggregator - like say Instacart.”

    FOLLOW-UP

    As of mid-2026, there is no public evidence to verify this specific outsourcing scenario.

    Retail MediaAggregators