Marketing tech
fromAol
6 hours agoAppLovin's ad tech business could steal Amazon's lunch
AppLovin has transformed into an AI-driven ad tech infrastructure capable of challenging DSPs like Amazon, showing high efficiency and rapid revenue growth.
"Rufus is expected to generate over $10 billion in annual incremental sales for us," Jassy said on the call. According to Jassy, 250 million shoppers have used Rufus this year, with monthly active users growing 140% year over year and interactions increasing 210%. Customers who engage with Rufus during their shopping journey are 60% more likely to complete a purchase compared to those who don't use the assistant.
As a self-admitted commerce nerd who has reported closely on e-commerce since 2013 (in tons of articles, yes, but also in book, podcast, and onstage interview form), the rise of companies big and small that are using generative and agentic AI systems to innovate in and around consumer purchasing decisions has been a breath of fresh air. Today, even as a naturally skeptical person allergic to BS, I feel like the sector is on the verge of legitimate widespread disruption.