Artificial Intelligence

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…

RecSys, ad ranking, and the AI advertising opportunity

Meta published a whitepaper this week introducing its Adaptive Ranking Model, a request-centric ad ranking architecture that enables LLM-scale user…

The Prosperous Society, Part 2: The Human Nexus of Commerce

https://open.spotify.com/episode/3hy55N3EIG4TLFzNZmkPnl?si=c40cf6c5c8594d11 The Prosperous Society is a podcast series by Mobile Dev Memo that articulates an AI Bull Thesis for the…

AppLovin launches AI-enabled video creative generation

In a blog post last week (hat tip to the excellent TipSheet newsletter), AppLovin revealed that it has been operating…

Meta’s agentic approach to ad ranking experimentation

Last week, Meta published a blog post detailing the mechanics of its Ranking Engineer Agent (REA), which autonomously proposes hypotheses…

Private credit and the AI value reallocation

The essence of technology is in a lofty sense ambiguous. Such ambiguity points to the mystery of all revealing, i.e.,…