Artificial Intelligence

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

Podcast: MDM Mailbag #5 (with Kate Minogue)

https://open.spotify.com/episode/3OmE1H8hRTuwpqk578X3PP?si=dfa3020de70f4e9a In this week's episode of the podcast, I speak with Kate Minogue, a fractional CPO and advisor for consumer…

October 14, 2025

AI, creative destruction, and digital advertising

The Royal Swedish Academy of Sciences announced today that its annual Nobel Prize in Economics has been awarded to economists…

October 13, 2025