Digital Advertising

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…

Meta’s morass

Bloomberg reports that Meta is considering launching a cloud compute business (emphasis mine): Meta Platforms Inc. is developing plans for a…

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…

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…

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…

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…

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,…

Would Meta reprioritize non-IDFA traffic in FAN?

A persistent theory in the mobile ecosystem is that Meta will begin systematically targeting non-IDFA traffic through its Facebook Audience…

Podcast: Shopify as a marketing operating system (with Venkat Prabhu)

https://www.youtube.com/watch?v=wtUrjt-L4RE On this week's episode of the podcast, I am joined by Venkat Prabhu, Director of Product for Shop Campaigns…

The enterprise AI price war and OpenAI’s consumer advantage

Last week, the WSJ reported that OpenAI is considering applying "drastic price cuts" to its enterprise API to win customers…