Original Content

AI is not the Metaverse

A pervasive narrative frames large-scale investments in AI by the behemoths of digital advertising as speculative, long-term bets with potential…

Podcast: Amazon’s advertising strategy (with Adam Epstein)

https://open.spotify.com/episode/1h8EZhnKV5ghGITrnjom2E?si=2288755d429041c6 In this week's episode of the MDM podcast, I speak with Adam Epstein, the CEO of Gigi, an AI-enabled…

Meta Q2 2025 earnings: 21% ad revenue growth, AI infrastructure improvements

Meta released its Q2 2025 earnings results yesterday: Advertising revenue increased by 21.5% on a year-over-year basis, to $46.6BN; Impressions served across the…

Tea app and the App Store privacy illusion

Last week, users on the 4Chan forum discovered that user data for Tea Dating Advice, an app that reached a…

Book review: Yield (by Ari Paparo)

In April, Google was found in violation of sections 1 and 2 of the Sherman Antitrust Act by federal judge Leonie…

Alphabet Q2 2025 earnings: 10% growth in AI Overviews queries

Alphabet reported its Q2 2025 earnings this week: Overall advertising revenue of $71.3BN represented year-over-year growth of 10.4%; Search revenue…

Netflix’s advertising pivot is complete

Netflix reported Q2 2025 earnings last week: $11.1BN in revenue (up 16%, year-over-year); Operating profit of $3.8BN for an operating…

Podcast: MDM Mailbag #4 (with David Barnard)

https://open.spotify.com/episode/3i2isrGiYUshW1LcxBoOXq?si=592220e6b9564ee5 In this week's episode, I speak with David Barnard, a well-known independent app developer, the host of the Sub…

Optimization models in digital advertising

In optimizing their budgets across a portfolio of digital advertising channels, advertisers may adopt one of two strategies, depending on…

Google’s Gambit, Part 3: Consumers embrace AI Mode

Last week, Search Engine Land published data from January to June 2025 related to consumer conversion metrics in Google Search.…