Might Meta step back from foundation model development? Last week, The New York Times reported that Meta will delay the rollout of its next frontier foundation model, Avocado,… March 16, 2026
Podcast: RecSys and internet commerce (with Michael Komasinski) https://open.spotify.com/episode/65nkBLALAwv4vkxmgaHufP?si=bf66612ef05e4e1d On this week's episode of the podcast, I am joined by Michael Komasinski, the CEO of Criteo, to explore the rapidly… March 11, 2026
Platforms and native agent proximity This week, Perplexity's CEO uploaded a video to LinkedIn, showcasing the power of its new tool, Perplexity Computer, to automate… March 11, 2026
Meta introduces location fees In an email to advertisers today, Meta revealed that it will introduce location fees starting on July 1st. From the… March 10, 2026
Netflix introduces a CAPI Netflix announced several new features for its advertising platform in a blog post last week. From the post (emphasis mine):… March 9, 2026
Can LLMs be used for ads ranking? One interesting quirk about the ML research being conducted at the largest technology companies is how open much of it… March 3, 2026
The Prosperous Society, Part 1: The Primacy of Distribution https://open.spotify.com/episode/2IiqN6F6Dpe0n36cBnTvmG?si=d61e52665cbf4aca The Prosperous Society is a podcast series by Mobile Dev Memo that articulates an AI Bull Thesis for the… February 24, 2026
AppLovin Q4 2025 earnings: understanding AppLovin’s risks AppLovin reported its Q4 2025 earnings last night: Advertising revenue grew by 65.9% to $1.7BN. Net income grew by 84.0% to $1.1BN, at 66.5%… February 12, 2026
Podcast: Measuring the long-term effects of brand advertising (with Carl Mela and Ross Link) https://open.spotify.com/episode/7csvSLPWOEGwDShpEVtWTu?si=d5ba7cdda0704d6c In this episode of the podcast, I discuss the long-term effects of brand advertising with Carl Mela and Ross… February 10, 2026
Snap Q4 2025 earnings: 5% advertising revenue growth, 71% subscriber growth Snap announced its Q4 2025 earnings results last week: Revenue of $1.7BN grew by 10.2% year-over-year, with advertising revenue of $1.5BN having… February 9, 2026
