Original Content

Netflix Q3 2025 earnings: earnings miss, ad tech traction

Netflix reported its Q3 2025 earnings results on Tuesday: $11.510BN in revenue (up 17%, year-over-year); Operating profit of $3.248BN for an operating…

October 23, 2025

Podcast: Zero-to-one product growth (with Daphne Tideman)

https://open.spotify.com/episode/0Jns928ranD8aynlZU0jwr?si=66a1846dcc4d4a6e In this week's episode of the podcast, I speak with Daphne Tideman, a product growth expert who runs the…

October 21, 2025

Understanding ChatGPT’s unit economics

Last week, the Financial Times published several metrics related to ChatGPT's revenue, sourced from "people familiar with the company’s finances."…

October 21, 2025

The privacy shuffle, part 4: Google shutters Privacy Sandbox

On Friday, Google announced that it has effectively discontinued its Privacy Sandbox initiative for both Chrome and Android (emphasis mine):…

October 20, 2025

The creative flood and the ad testing trap

I've written extensively about what I believe will be the impact of the widespread adoption of Generative AI tools for…

October 15, 2025

Podcast: MDM Mailbag #5 (with Kate Minogue)

https://open.spotify.com/episode/3OmE1H8hRTuwpqk578X3PP?si=dfa3020de70f4e9a In this week's episode of the podcast, I speak with Kate Minogue, a fractional CPO and advisor for consumer…

October 14, 2025

AI, creative destruction, and digital advertising

The Royal Swedish Academy of Sciences announced today that its annual Nobel Prize in Economics has been awarded to economists…

October 13, 2025

Podcast: The eCommerce creative opportunity (with Dan Pantelo)

https://open.spotify.com/episode/5gmWDfRsj1pR9f1XZfPxr0?si=affc82a851524730 My guest on this week's episode of the podcast is Dan Pantelo, the CEO and founder of Marpipe, a…

October 7, 2025

Apps come to ChatGPT

OpenAI made a stunning revelation at its developer event this week: with 800MM WAU, ChatGPT's user base is roughly the…

October 7, 2025

Can Meta cross the ad-product divide?

Meta revealed several new advertising products and features last week ahead of the Advertising Week conference, which starts today. In…

October 6, 2025