Artificial Intelligence

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…

Google’s Gambit, Part 3: Consumers embrace AI Mode

Last week, Search Engine Land published data from January to June 2025 related to consumer conversion metrics in Google Search.…

Commerce at the limit

https://open.spotify.com/episode/04MGDdhi11sWB0yv5NmwE7?si=84e8610d362d4218 In this episode of the podcast, I argue that the total automation of digital advertising through AI enablement presents…

Meditations in an emergency

It is a divine precedent you perpetuate! Roll on, reels of celluloid, as the great earth rolls on!Frank O'Hara, "To…

Podcast: Meta’s AI advertising playbook (with Matt Steiner)

https://open.spotify.com/episode/1AFmSLMnuJnYM1SY8LRR9d?si=d60adfa751c641e7 In this episode of the podcast, I speak with Matt Steiner, Meta's Vice President of Monetization Infrastructure, Ranking &…

Google’s gambit, part 2

Google hosted its annual I/O developer conference last week. Predictably, every product showcase emphasized AI-enabled functionality; this video provides a…

“Black box” ad optimization and satisficer’s remorse

A recent WSJ article unpacks divergent advertiser sentiment around AI-enabled optimization tools like Meta's Advantage+ and Google's Performance Max. From…

DeepSeek and consumer AI’s first mover disadvantage

DeepSeek, a chatbot app developed by a Chinese artificial intelligence company of the same name, was released for both iOS…

January 29, 2025

Podcast: Achieving product personalization at scale (with Raveesh Bhalla)

https://open.spotify.com/episode/0rfU6OsLMUUppgnGZ267Il?si=7a0766fa855f4e23 My guest on this episode of the Mobile Dev Memo podcast is Raveesh Bhalla, the Product Lead for Homepage…

December 25, 2024

Google’s gambit

The structural integrity of Google's Search business is currently being strained by four explicit factors: The growth of consumer-facing generative…

October 23, 2024