Distribution and the human attention premium Evan Spiegel, Snap's CEO, appeared on TBPN yesterday (see my recent appearance from last month here). In his interview, he… February 19, 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
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
Obviously, OpenAI will monetize with ads Last week, OpenAI announced that it has hired Fidji Simo, the CEO of Instacart, to become the CEO of its… May 16, 2025
OpenAI’s advertising opportunity The Financial Times reports that OpenAI is exploring advertising as a potential new source of revenue (emphasis mine): OpenAI is… December 3, 2024
Unpacking Instacart’s $1BN advertising business Maplebear, Inc., which operates the grocery shopping app Instacart, went public in September 2023. The event marked the end of… November 27, 2024
Small platform syndrome The Everything is an Ad Network dynamic, and the increasingly restrictive digital privacy environment that catalyzed it has led to… November 6, 2024
Unpacking Reddit’s $1BN advertising business Reddit, the link-based social network, went public in March 2024, nearly 19 years after being founded. As Reddit disclosed in… October 30, 2024
Unpacking Uber’s $1BN advertising business Uber, the ride-hailing and transportation company, officially launched an advertising division -- as well as a new, in-app advertising format… October 16, 2024
How vulnerable is Google on Search? The Wall Street Journal reports that Google may see its share of the search advertising market drop below 50% in… October 9, 2024
