Agentic commerce is a mirage In late July, The Information reported that Amazon had begun blocking external chatbots and shopping agents from accessing product listings… September 3, 2025
Google’s Gambit and the future of the open web https://open.spotify.com/episode/3Hyr0VTAJQ5JonO7X3nci2?si=6e26a9d0dead4465 In this episode of the podcast, I examine Google's Gambit: its effort to transition Search from a distribution intermediary… August 26, 2025
Diffusion models for ad creative production Denoising diffusion probabilistic models (DDPM), also known as diffusion models, represent an important area of frontier research in machine learning.… August 25, 2025
Reddit is double-dipping Reddit reported its Q2 2025 earnings last month: Total revenue increased 78% year-over-year to $500MM, with ad revenue increasing by… August 20, 2025
Podcast: What is signal engineering? (with Itai Kafri) https://open.spotify.com/episode/5K6X3AAhjzD8AzV5rWCj5e?si=f6bcc1e7277d4c19 In this episode of the podcast, I speak with Itai Kafri on the topic of signal engineering. Itai is… August 19, 2025
Pinterest Q2 2025 earnings: 17% revenue growth, monetization acceleration in Europe Pinterest released its Q2 2025 earnings results last week: Revenue increased by 17% year-over-year, to $998MM; Global MAUs increased by 11% year-over-year, to 578MM;… August 13, 2025
How AI efficiency could shape ad load In Commerce at the Limit, I argue that the improved efficiency delivered through applications of AI to digital advertising may… August 13, 2025
Podcast: Sizing the off-platform monetization opportunity on mobile (with Chris Hewish) https://open.spotify.com/episode/4QVSBlZR2bnbUajHk82TEA?si=eca40db580254844 In this episode of the podcast, I speak with Chris Hewish, the President of Xsolla, a payments and merchandising… August 12, 2025
Snap Q2 2025 earnings: eCPM decline, DR revenue slowdown Snap released its Q2 2025 earnings last week: Revenue of $1.345BN grew by 9% year-over-year, with advertising revenue of $1.174BN having grown by… August 11, 2025
AppLovin Q2 2025 earnings: ad revenue up 77%, general self-serve in 2026 AppLovin reported its Q2 2025 earnings yesterday: Advertising (formerly, Software Platform) revenue grew by 77% to $1.26BN. AppLovin's divestiture of its games… August 7, 2025
