Podcast: Building ad tech for the chatbot era (with Tal Shoham) https://www.youtube.com/watch?v=gjG5yNOZDxg On this week's episode of the podcast, I am joined by Tal Shoham, the CEO and co-founder of Velocity,… July 8, 2026
Meta’s Muse moat: integration into Advantage+ Yesterday, Meta launched Muse Image, its foundation image generation model. The new model is available to consumers in Meta AI… July 8, 2026
XBOX’s billion-user platform mandate Yesterday, XBOX's newly appointed CEO, Asha Sharma, published a roughly 1,000-word memo announcing a significant reorganization of the company. This… July 7, 2026
The Prosperous Society https://www.youtube.com/watch?v=pn0h7Em7u5M The Prosperous Society is a three-hour, four-part series that explores the political economy of artificial intelligence, grounded in the… July 4, 2026
Meta’s morass Bloomberg reports that Meta is considering launching a cloud compute business (emphasis mine): Meta Platforms Inc. is developing plans for a… July 2, 2026
Walmart/Vibe is not a CTV consolidation story Last week, Walmart announced that it has agreed to acquire Vibe.co, a CTV-specialized DSP, for a reported $1.4BN. From The… June 30, 2026
Podcast: Quantifying the advertising value of cookies (with Garrett Johnson and Shunto Kobayashi) https://www.youtube.com/watch?v=V8tV2czrZZE On this week's episode of the podcast, I am joined by Garrett Johnson and Shunto Kobayashi, professors at Boston University who have… June 30, 2026
Alibaba’s Bid2X and the foundation model era for digital advertising Last August, at the KDD conference, a research team from Alibaba presented Bid2X, a foundation model for advertising bidding environments… June 29, 2026
Podcast: The AppsFlyer investment and the new dynamics of mobile attribution (with Olivia Kory) https://www.youtube.com/watch?v=qZj6_mJGOMg On this week's episode of the podcast, I am joined by Olivia Kory, the CMO of Haus, to discuss… June 24, 2026
AppsFlyer is too big to let fail Axios reports that mobile measurement platform AppsFlyer has raised more than $1BN from a consortium of four investors: Meta, Google,… June 22, 2026