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… July 4, 2026
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… June 30, 2026
Can customer LTV be estimated without long-term experiments? Can the long-term impact of service quality be estimated without running a months-long experiment? A new paper from researchers at… June 23, 2026
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… June 17, 2026
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… June 16, 2026
Bending Spoons files to go public Bending Spoons, the Italian roll-up operator that owns, among many other properties, AOL, Eventbrite, and Vimeo, filed to go public… June 8, 2026
Podcast: Understanding Amazon’s advertising advantages (with Adam Epstein) https://www.youtube.com/watch?v=yhiRPl6v4Nk On this week's episode of the podcast, I am joined by Adam Epstein, the co-founder and CEO of Gigi,… June 4, 2026
The generative RecSys revolution The application of generative methodologies to recommendation systems infrastructure ("RecSys") is an exciting area at the frontier of ML research.… May 27, 2026
Google’s Gambit, Part 4: The end of Static Search Google announced a major overhaul to Search at its Google I/O developer event yesterday. From a blog post titled A… May 20, 2026
Amazon’s advertising advantages Amazon's advertising advantages have always been somewhat obvious: as a retail platform, and through its Prime subscription, it benefits from… May 18, 2026
