Original Content

Podcast: iWar, and Apple’s struggle to preserve its App Store empire (with Tim Higgins)

https://open.spotify.com/episode/6Z0UghhricsHNdh70W6DRI?si=278cdda4d5de4c8b In this episode of the podcast, I speak with The Wall Street Journal's Tim Higgins about his new book,…

October 1, 2025

ChatGPT’s Instant Checkout is an advertising data feed

OpenAI announced yesterday that it has partnered with Stripe to facilitate in-chat commerce. From OpenAI's blog post (emphasis mine): U.S.…

September 30, 2025

Meta’s Vibes feed and good AI governance

Last Thursday, Meta introduced "Vibes," a feed of AI-generated short-form video hosted within the Meta AI app and on the…

September 29, 2025

AI-enabled advertising and the invisible retail consumer

In Commerce at the Limit, I make the point that AI enablement across targeting, creative production, and campaign automation will…

September 24, 2025

Podcast: Unpacking Customer Lifetime Value (with Daniel McCarthy)

https://open.spotify.com/episode/2MXWuWpvyY6NLPjqfzkK1O?si=0ddf858bb4de4f48 In this episode of the podcast, I speak with Daniel McCarthy on the topic of Customer Lifetime Value (LTV…

September 23, 2025

At $799, is the Meta Ray-Ban Display ‘cheap’?

Meta introduced three new smartglasses at its annual developer event, Connect, yesterday: Ray-Ban Meta (Gen 2), an updated version of…

September 18, 2025

Amazon, the advertising behemoth (part 2)

Part 1: Amazon, the Advertising behemoth (August 2024) Last week, Netflix and Amazon announced a new partnership that will make…

September 17, 2025

Podcast: The blandification of marketing (with Adam Singer)

https://open.spotify.com/episode/0AC7lwSuD4u0IbxA0Afe8Q?si=8b4a3f546998489c In this episode of the podcast, I speak with Adam Singer about the general trend of brands pivoting their…

September 16, 2025

Netflix’s YouTube opportunity

Back in February, when YouTube's CEO, Neal Mohan, revealed in his annual letter to the YouTube community that television had…

September 10, 2025

Podcast: The headwinds facing agentic commerce (with Andrew Lipsman)

https://open.spotify.com/episode/37sUryEgSZXOKG141LHB5X?si=7d6cf84fc7994604 In this episode of the podcast, I speak with Andrew Lipsman, an independent analyst in the retail media space…

September 4, 2025