Artificial Intelligence

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…

WWDC 2026: Implications for the App Economy

Apple held its annual developer conference, WWDC, this week; the Keynote and Platforms State of the Union presentations were on…

Podcast: Can AI Save Journalism? (with Peter Stuart)

https://www.youtube.com/watch?v=uQ7olUBiFGo On this week's episode of the podcast, I am joined by Peter Stuart, the co-founder of Velora, an AI…