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
ChatGPT’s Instant Checkout is an advertising data feed OpenAI announced yesterday that it has partnered with Stripe to facilitate in-chat commerce. From OpenAI's blog post (emphasis mine): U.S.… September 30, 2025
Meta’s Vibes feed and good AI governance Last Thursday, Meta introduced "Vibes," a feed of AI-generated short-form video hosted within the Meta AI app and on the… September 29, 2025
AI-enabled advertising and the invisible retail consumer In Commerce at the Limit, I make the point that AI enablement across targeting, creative production, and campaign automation will… September 24, 2025
Agentic commerce is a mirage In late July, The Information reported that Amazon had begun blocking external chatbots and shopping agents from accessing product listings… September 3, 2025
Google’s Gambit and the future of the open web https://open.spotify.com/episode/3Hyr0VTAJQ5JonO7X3nci2?si=6e26a9d0dead4465 In this episode of the podcast, I examine Google's Gambit: its effort to transition Search from a distribution intermediary… August 26, 2025
Diffusion models for ad creative production Denoising diffusion probabilistic models (DDPM), also known as diffusion models, represent an important area of frontier research in machine learning.… August 25, 2025
How AI efficiency could shape ad load In Commerce at the Limit, I argue that the improved efficiency delivered through applications of AI to digital advertising may… August 13, 2025
AI is not the Metaverse A pervasive narrative frames large-scale investments in AI by the behemoths of digital advertising as speculative, long-term bets with potential… August 6, 2025
Alphabet Q2 2025 earnings: 10% growth in AI Overviews queries Alphabet reported its Q2 2025 earnings this week: Overall advertising revenue of $71.3BN represented year-over-year growth of 10.4%; Search revenue… July 25, 2025
