Artificial Intelligence

Amazon, Rufus, and the agentic commerce question

Amazon released its Q1 2026 earnings last week: the company generated advertising revenue of $17.2BN, up 22% year-over-year. That puts…

Alphabet Q1 2026 earnings: Search revenue up 19%, Search queries at all-time high

Alphabet released its Q1 2026 earnings last night: Overall advertising revenue grew by 15.5% to $77.3BN. Search revenue grew by 19.1% to $60.4BN. YouTube…

Podcast: Re-evaluating agentic commerce (with Andrew Lipsman)

https://www.youtube.com/watch?v=sMPA5K4m9h4 On this week's episode of the podcast, I am joined by Andrew Lipsman to discuss the evolving landscape of…

China orders Meta to reverse its acquisition of Manus

China’s National Development and Reform Commission (NDRC) today ordered Meta to reverse and abandon its acquisition of Manus, an AI…

Meta’s AI pixel and the vanishing ad-product divide

Last week, Meta introduced automation updates to its two keystone data ingestion features for advertisers: its pixel and its Conversions…

The Prosperous Society, Part 3: The Collapse of the Pareto Principle

https://www.youtube.com/watch?v=j0Qkz5KFhIw The Prosperous Society is a podcast series by Mobile Dev Memo that articulates an AI Bull Thesis for the digital…

What does Apple’s new CEO mean for the App Store?

Apple announced yesterday that on September 1st, its CEO, Tim Cook, will become the executive chairman of the company's board,…

Search is the wrong mental model for chatbot advertising

The Wall Street Journal reports that eMarketer, an analytics firm, estimates that Meta will overtake Google in 2026 in terms…

Contextualizing Meta’s Muse Spark

Meta unveiled its long-awaited new foundational model, which it calls Muse Spark, last week. From its blog post introducing the…

The App Store discoverability squeeze

The Information, using data from Sensor Tower, reports that the number of new apps published to the iOS App Store…