Amazon-OpenAI: advertising, not agentic commerce Amazon CEO Andy Jassy participated in an interview with The Information's Jessica Lessin at Davos two weeks ago in which… February 3, 2026
Meta Q4 2025 earnings: 18% engagement-led impression growth, focus on AI-driven advertising efficiency Meta released its Q4 2025 earnings results yesterday: Advertising revenue increased by 24.3% on a year-over-year basis, to $58.1BN; Impressions served across the… January 29, 2026
OpenAI should know better The Information reports that OpenAI is launching its advertising product without advanced targeting or measurement tools, with CPM billing, and… January 28, 2026
Can Meta recover leadership in mobile games advertising? One of my predictions for mobile gaming in 2026, published earlier this month, is that "Meta aggressively pursues growth in… January 27, 2026
Humanity scale Back in October 2023, in an interview on Ben Thompson's Stratechery podcast, I made a point about the distinction between… January 21, 2026
OpenAI embraces the inevitable: ads come to ChatGPT Fata viam invenient. -Virgil OpenAI announced today that it will soon ("in the coming weeks") begin testing advertising in its… January 16, 2026
Reddit launches its answer to Advantage+ and PMax Reddit has launched Max Campaigns, its answer to Meta's Advantage+ and Google's Performance Max, into beta. From the company's press… January 7, 2026
Podcast: GenAI in CTV advertising (with Jonathan Moffie) https://open.spotify.com/episode/0qzCFZPY2NVorIQmMvadkZ?si=29c9f4cc9e554b6e My guest on this episode of the podcast is Jonathan Moffie, the Head of Agentic Product at Magnite, the… January 6, 2026
The experiment that broke the FTC’s case against Meta When U.S. District Judge James Boasberg ruled in Meta’s favor in the FTC's antitrust case last November (see my analysis… January 5, 2026
2026 predictions for mobile marketing This is the twelfth year for which I have published year-ahead predictions related to the mobile marketing and mobile gaming… December 30, 2025
