# advertising (industry) (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover advertising (industry). Page: Feed: --- ## [The Non-linear Economics of Grocery Delivery Basket](https://mbideepdives.substack.com/p/the-non-linear-economics-of-grocery) _2026-08-22 · MBI Deep Dives · MBI Deep Dives_ A couple of days ago, I discussed about Instacart’s unit economics and mentioned “there is non-linearity in grocery economics in terms of basket size which is why owning half the basket size of Instacart certainly does not lead to half the profits.” Today’s post is about quantifying such non-linearity and I will show behind the paywall the massive disparity in grocery delivery economics between… ## [Walmart’s Evolution](https://mbideepdives.substack.com/p/walmarts-evolution) _2026-08-21 · MBI Deep Dives · MBI Deep Dives_ After posting 4%+ same store sales growth in the US for eight consecutive quarters, Walmart’s comp numbers last quarter surprised investors a bit as it came to be only 2.6% in Q2 FY27. ## [Instacart’s Unit Economics, and Implications for DoorDash](https://mbideepdives.substack.com/p/instacarts-unit-economics-and-implications) _2026-08-20 · MBI Deep Dives · MBI Deep Dives_ While covering DoorDash’s 2Q’26 a couple of weeks ago, I showed the company’s LTM unit economics on a per order basis. ## [Airbnb Model Update (2026)](https://mbideepdives.substack.com/p/airbnb-model-update-2026) _2026-08-19 · MBI Deep Dives · MBI Deep Dives_ The last time I shared my updated Airbnb model was October 2025. As the stock has gone up ~50% since then, investors need to re-underwrite the assumptions today. As promised last week, I am going to share my updated model and lay out what you need to believe to get to a reasonable IRR from current price behind the paywall. ## [Rethinking the Data Moat](https://mbideepdives.substack.com/p/rethinking-the-data-moat) _2026-08-18 · MBI Deep Dives · MBI Deep Dives_ I want to highlight a couple of pieces which I found to be quite intriguing. ## [Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge](https://mbideepdives.substack.com/p/why-doordashs-autonomous-strategy) _2026-08-17 · MBI Deep Dives · MBI Deep Dives_ Uber’s decision to divest its stake in Serve, the autonomous delivery robot company that was spun out of Uber in 2021, was more interesting than it may appear at first glance. ## [The AI Compute Squeeze](https://mbideepdives.substack.com/p/the-ai-compute-squeeze) _2026-08-14 · MBI Deep Dives · MBI Deep Dives_ Programming Note: MBI Deep Dives will be off during the weekend and I will resume the daily posting cadence from Monday next week. ## [Why I am going to utilize options more to manage my portfolio](https://mbideepdives.substack.com/p/why-i-am-going-to-utilize-options) _2026-08-13 · MBI Deep Dives · MBI Deep Dives_ Back in 2021, I once responded to someone on X (formerly twitter) why I didn’t want to engage in trading options. ## [Constellation Software 2Q'26: Soft Organic Growth, but Encouraging Deployment Pace](https://mbideepdives.substack.com/p/constellation-software-2q26-soft) _2026-08-12 · MBI Deep Dives · MBI Deep Dives_ Constellation Software (CSU) delivered a quarter that can be considered bit of a Rorschach test. Organic growth printed the weakest number in nearly 6 years while capital deployment pace is running pretty hot. I cannot speak for other shareholders, but if you own it (as I do) for CSU’s ability to deploy ever increasing amounts of capital at attractive ROIC, I do not expect you will lose much sleep… ## [License to Chase the AI Frontier](https://mbideepdives.substack.com/p/license-to-chase-the-ai-frontier) _2026-08-11 · MBI Deep Dives · MBI Deep Dives_ While looking at Artificial Analysis Intelligence Index, I was quite struck by what they all have in common. ## [Play Both Sides Of The Lie (Sponsored)](https://crawlproof.com/a/8b9PFJI7pdds) _2026-08-11 · **Sponsored**_ Two operatives, one manufactured war — uncover the Complete Truth after both campaigns. ## [Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability](https://mbideepdives.substack.com/p/figma-2q26-near-term-re-acceleration) _2026-08-10 · MBI Deep Dives · MBI Deep Dives_ Following its IPO last year, Figma reported two consecutive quarters of revenue growth deceleration. ## [Digital Advertising Industry Snapshot 2Q'26](https://mbideepdives.substack.com/p/digital-advertising-industry-snapshot-921) _2026-08-09 · MBI Deep Dives · MBI Deep Dives_ As I do after every quarter, let me share the snapshot of the overall digital advertising industry. ## [Shopify 2Q'26: Sustained Miraculous Growth](https://mbideepdives.substack.com/p/shopify-2q26-sustained-miraculous) _2026-08-08 · MBI Deep Dives · MBI Deep Dives_ Shopify’s Gross Merchandise Value (GMV) maintained its almost miraculous 30% growth (FXN) in 2Q’26. ## [Marketing’s misleading metric](https://www.alexmurrell.co.uk/articles/marketings-misleading-metric) _2025-08-14 · Alex Murrell · Articles - Alex Murrell_ This article argues that ‘return on investment’ (ROI) is a malevolent metric that sits at the heart of many marketing discussions and decisions. I believe that the many marketers who prioritise this metric seek to capture value, but unintentionally destroy it. And there is three reasons for this. To maximise ROI marketers must prioritise efficiency over effectiveness. They must reduce their media…