Artificial Intelligence

World models, interactive entertainment, and the primacy of structure in game design

(I shared these thoughts on X over the weekend. I'm re-posting a lightly-edited version for Mobile Dev Memo subscribers as…

February 2, 2026

Meta Q4 2025 earnings: 18% engagement-led impression growth, focus on AI-driven advertising efficiency

Meta released its Q4 2025 earnings results yesterday: Advertising revenue increased by 24.3% on a year-over-year basis, to $58.1BN; Impressions served across the…

January 29, 2026

Podcast: Understanding sovereign AI (with Alfred Succer)

https://open.spotify.com/episode/2RSobDrJdR3Lk1R2rI532K?si=88e007f76c084fa3 My guest on this week's episode of the podcast is Alfred Succer, the founder of Nova Nuggets, which provides…

January 20, 2026

Podcast: Using AI for audience insights and analysis (with Francesco D’Orazio)

https://open.spotify.com/episode/1j2KJfZyEM4ytlekdkhsbT?si=6dfc805cf62545e6 My guest on this week's episode of the podcast is Francesco D'Orazio, the President and Chief Product Officer at…

January 14, 2026

Apple, Gemini, and the value of on-device AI

As reported this week, Apple and Google have officially partnered to bring Google's Gemini foundation model to various Apple Intelligence features,…

January 13, 2026

Google launches Universal Commerce Protocol, ads in AI Mode

Yesterday, at the National Retail Federation (NRF) conference, Google unveiled several new eCommerce initiatives: Universal Commerce Protocol (UCP), an open…

January 12, 2026

Reddit launches its answer to Advantage+ and PMax

Reddit has launched Max Campaigns, its answer to Meta's Advantage+ and Google's Performance Max, into beta. From the company's press…

January 7, 2026

Natura non facit saltus

The New York Times reports on internal discord at Meta related to its superintelligence project (emphasis mine): In meetings this…

December 17, 2025

Podcast: Building an AI-first media company (with Peter Stuart)

https://open.spotify.com/episode/34OGUdy3egz2ix3mujwJEL?si=c96b89b2997a4012 In this week's episode of the podcast, I speak with Peter Stuart, the founder of Velora Digital, which publishes…

December 17, 2025

Gemini in Chrome and Gmail, and Google’s AI distribution conduit

In September, Google announced Gemini in Chrome, an initiative to insert Gemini touchpoints into the Chrome browser on Windows and…

December 16, 2025