The Opportunity for Everyone Who's Not Amazon

Retail media is growing like the most obvious thing I could possibly say but it really is a massive market. The TAM, the total addressable market which does include Amazon but it doesn't include China is 110 billion by 2025. So there's a lot of headroom in there that is got to go somewhere between now and 2025. We expect more retailers or more commerce players will come into the fold because they can see that there's money there. This is new money, it's high margin money for them, they don't have to do very much for it.