Artificial Intelligence

OpenAI introduces conversion optimization, app install attribution, and advanced matching

OpenAI sent an email to advertising clients last week introducing a litany of new features; among them, oCPC conversion optimization…

Apple’s Foundation Models framework and inference as app infrastructure

I make the case in my overview of WWDC 2026 that the most impactful revelation was the expansion of the…

Alphabet Q2 2026 earnings: 14% ad revenue growth, 500k advertisers on AI Max

Alphabet released its Q2 2026 earnings last night: Overall advertising revenue grew by 14.4% to $81.6BN. Search revenue grew by 16.8% to $63.3BN. YouTube…

Podcast: Quantifying the impact of AI Overviews on outbound clicks (with Ananya Sen and Saharsh Agarwal)

https://www.youtube.com/watch?v=iZ_1rBtK-Xc On this week's episode of the podcast, I am joined by Ananya Sen and Saharsh Agarwal to discuss their…

DoorDash’s small-model approach to ad ranking

DoorDash published a blog post last month detailing its approach to fine-tuning a small language model (what they call a…

Podcast: Building ad tech for the chatbot era (with Tal Shoham)

https://www.youtube.com/watch?v=gjG5yNOZDxg On this week's episode of the podcast, I am joined by Tal Shoham, the CEO and co-founder of Velocity,…

Meta’s Muse moat: integration into Advantage+

Yesterday, Meta launched Muse Image, its foundation image generation model. The new model is available to consumers in Meta AI…

The Prosperous Society

https://www.youtube.com/watch?v=pn0h7Em7u5M The Prosperous Society is a three-hour, four-part series that explores the political economy of artificial intelligence, grounded in the…

Meta’s morass

Bloomberg reports that Meta is considering launching a cloud compute business (emphasis mine): Meta Platforms Inc. is developing plans for a…

The enterprise AI price war and OpenAI’s consumer advantage

Last week, the WSJ reported that OpenAI is considering applying "drastic price cuts" to its enterprise API to win customers…