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Walmart Offers Delivery Service and DSP

Walmart has opened two more fronts in its siege of Amazon’s walled garden. They announced a program to provide home delivery for other retailers, leveraging the infrastructure they developed for their own use. The deal adds scale economies and strengthens Amazon competitors. Walmart also teamed with The Trade Desk to provide a demand side platform (DSP) that makes it easier to target ads at Walmart customers via in-store, Walmart digital properties, and third party publishers. One big advantage: advertisers can look at Walmart sales to measure ad results.

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Zendesk Buys Cleverly for AI-Driven Customer Service

August 27, 2021

Customer support is emerging as a primary use case for artificial intelligence, sometimes to replace human agents but more often to help them.  Zendesk just bought AI startup Cleverly for that application.  We also just saw Level AI launch its own AI-based conversational support app with $15 million in funding. Next door in the customer success department, involve.ai just raised a $16 million Series A for AI to predict customer churn.

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Brands Grow More Concerned About Loss of Cookies; Agencies and Publishers Are Calmer

August 26, 2021

At the start of 2021, brands, publishers, and ad agencies were all about equally worried about losing third-party cookies.  That changed in a follow-up survey, which found that publishers and agencies are less worried than before while brands’ concern has grown.    An optimist might think agencies and publishers have developed plans that brand marketers don’t understand yet.  A cynic might suspect agencies and publishers have realized they’ll make money no matter what.

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CDP Industry is Growing Again: CDP Institute

July 10, 2025

With CDP vendors increasing their workforces by 3.4% in six months, compared with an average of 0.2% each six months over the prior two years, the sector seems to be growing again, according to our own semi-annual industry update. There is much talk of composable CDPs but they still employ no more than 5% of the sector workforce. What is a clear trend is the acquisition of independent CDPs by vendors interested in adding a CDP to a larger system (usually an activation system).

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