Generative AI, radical personalization, and personal value functions Product personalization is a commanding theme within the digital economy. To my mind, two catalysts have emerged that not only… December 6, 2023
First-party data and the new Walled Compounds At a conceptual level, commercially valuable advertising targeting requires two assets, with the utility of each increasing in direct proportion… November 29, 2023
The three conversion funnels of a digital product A digital product experience is often perceived as a singular engagement funnel, beginning with the user's first interaction with a… November 22, 2023
Amazon’s advertising partnerships with Meta and Snap Last week, news of an advertising partnership between Amazon and Meta surfaced and was quickly confirmed by Amazon. I hesitated… November 15, 2023
Brand strategy in an information war Meta, Snap, and Pinterest each offered commentary on the impact on their businesses of the current tumult in the Middle… November 14, 2023
AppLovin Q3 2023 earnings: ad platform revenue up 65% AppLovin released its Q3 2023 earnings yesterday: AppLovin generated $864MM in total revenue for the quarter, up 21% on a… November 9, 2023
The black box inside the black box Google announced yesterday that its Generative AI tools are now available to be used to create "headlines, descriptions, and images"… November 8, 2023
Apple and Google race to attribute the internet As mobile platform operators, both Apple and Google command significant control over the internet economy. This control is often expressed… November 1, 2023
Pinterest Q3 2023 earnings: revenue up 11%, continued ad platform progress Pinterest released its Q3 2023 earnings results yesterday: Revenue increased by 11% on a year-over-year basis, to $763.2MM, exceeding analyst expectations of $743.5MM;… October 31, 2023
Alphabet Q3 2023 earnings: YouTube revenue up by 12% Alphabet announced its Q3 2023 earnings results yesterday: Overall advertising revenue of $59.6BN represents year-over-year growth of 9.5%; Search revenue grew by… October 25, 2023
