Ads in chatbots as a distribution necessity On December 5th, Judge Amit Mehta issued the final remedies decision in the Google Search antitrust trial. The initial remedies… December 10, 2025
Podcast: Does GenAI outperform humans with ad creative production? (with Anindya Ghose and Vilma Todri) https://open.spotify.com/episode/7HLtVRN44BtOPIB4d48aC2?si=f242f9a876ec4a7d In this episode of the podcast, I speak with Anindya Ghose from NYU and Vilma Todri from Emory University… December 9, 2025
Reddit Q3 2025 earnings: 68% revenue growth, automation suite in beta Reddit reported its Q3 2025 earnings last month: Total revenue increased by 68% year-over-year to $585 million. Ad revenue increased… November 18, 2025
Podcast: Meta’s Business AI tools and the ad-product divide (with Simon Whitcombe) https://open.spotify.com/episode/42ATqekWRdlOkaDTDhvqzp?si=c3e8bc563a2746d7 My guest on this episode of the podcast is Simon Whitcombe, the Vice President, Global Business Group at Meta.… November 18, 2025
Podcast: Heidegger’s caution https://open.spotify.com/episode/1dUofScdAVEMSFqiFq6a2B?si=8860ab0127544c6a In this episode of the podcast, which is a companion to Affiliate links, personalized ads, and chatbot revenue optimization,… November 12, 2025
Affiliate links, personalized ads, and chatbot revenue optimization Generative AI has undeniably penetrated consumer awareness at an incredible clip: this NBER paper finds that "overall genAI adoption (including… November 11, 2025
Podcast: Can an LLM evaluate ad creative? (with Luca Fiaschi) https://open.spotify.com/episode/6wd8KjENpT60MWax4NgZxs?si=623d1d8fcaff433d My guest on this episode of the podcast is Luca Fiaschi, a machine learning expert who previously held executive… November 4, 2025
Generative ad creative and the creative control barrier Mondelez, the snack manufacturer behind Chips Ahoy!, Oreo cookies, and Ritz crackers, has built an AI-enabled creative production tool that… October 27, 2025
Understanding ChatGPT’s unit economics Last week, the Financial Times published several metrics related to ChatGPT's revenue, sourced from "people familiar with the company’s finances."… October 21, 2025
The creative flood and the ad testing trap I've written extensively about what I believe will be the impact of the widespread adoption of Generative AI tools for… October 15, 2025