Diffusion models for ad creative production Denoising diffusion probabilistic models (DDPM), also known as diffusion models, represent an important area of frontier research in machine learning.… August 25, 2025
Reddit is double-dipping Reddit reported its Q2 2025 earnings last month: Total revenue increased 78% year-over-year to $500MM, with ad revenue increasing by… August 20, 2025
Podcast: What is signal engineering? (with Itai Kafri) https://open.spotify.com/episode/5K6X3AAhjzD8AzV5rWCj5e?si=f6bcc1e7277d4c19 In this episode of the podcast, I speak with Itai Kafri on the topic of signal engineering. Itai is… August 19, 2025
AI is not the Metaverse A pervasive narrative frames large-scale investments in AI by the behemoths of digital advertising as speculative, long-term bets with potential… August 6, 2025
Book review: Yield (by Ari Paparo) In April, Google was found in violation of sections 1 and 2 of the Sherman Antitrust Act by federal judge Leonie… July 30, 2025
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… July 25, 2025
Netflix’s advertising pivot is complete Netflix reported Q2 2025 earnings last week: $11.1BN in revenue (up 16%, year-over-year); Operating profit of $3.8BN for an operating… July 23, 2025
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.… July 16, 2025
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… July 2, 2025
Amazon is CTV’s data engine Amazon announced two CTV partnerships at the Cannes Lions International Festival of Creativity last week: one with Roku and one… June 25, 2025
