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‘You’ve got 50 milliseconds – or you’ve lost them’: why the first mile is retail media’s most important moment

At CES, where AI, retail media and martech ambition competes for attention, The Drum sat down with Nikhil Raj, CEO of MetaRouter, to talk about something less flashy, but far more fundamental: the moment data is born.

By Maria Greaves, Assistant editor - branded content

January 12, 2026 | 3 min read

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In a world of fleeting intent and fragmented attention, brands win by being present now. That instant, says Nikhil Raj, chief executive officer at MetaRouter is the “first mile”: the moment data is created, consent is given, identity is formed and brands either act – or miss out entirely. Those who don’t respond in real time? They’ve got a less than 1% chance of bringing the customer back, he says.

That insight comes from experience. Raj helped build Walmart’s original privacy-safe data and media infrastructure, the system that eventually became Walmart Connect, long before retail media was a category. Inspired by that architecture, several years later MetaRouter was created, designed around three key principles: identity at the point of collection, real-time decisioning and zero-copy data flows. That means data is used where it’s created, without being endlessly moved, duplicated or stored.

Why does that matter? Because most modern stacks are the reverse of this winning process. Brands collect data, ship it to warehouses, wait hours or days for processing, then try to re-engage consumers who have already moved on. AI has accelerated what’s possible, but only if the foundation is right.

Instead of sending an email 24 hours later with a 10% discount that might never be opened, the offer should appear while the shopper is still browsing. The difference between a warehouse-first model and a First Mile model isn’t technical, it’s commercial. When brands get it wrong, revenue falls, costs rise and privacy risks increase, explains Raj.

Crucially, MetaRouter doesn’t ask brands to replatform. It sits inside their existing cloud, works across their existing vendors, and acts as a connective tissue, rather than a new system.

At CES, amid the noise about what AI can do, MetaRouter is focused on something quieter and more powerful: making sure brands are ready when their customer is. Because in the end, the future of retail media might not belong to the smartest model, but to the one that shows up first.

Watch the video now and find out why AI, personalization and commerce media only work if the data foundation is right – and imagine what’s possible when it is.

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