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
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
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
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
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
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
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
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
