The CAPI revolution https://www.youtube.com/watch?v=ctR449XiMAM The Conversions API, or CAPI, represents a revolutionary development in the digital economy: it allows any platform with sufficient scale… September 9, 2026
Unpacking the FTC’s case against Amazon On Monday, the FTC, along with 22 states, sued Amazon, alleging that it deceived approximately 1.2MM advertisers on its platform… September 1, 2026
Agentic commerce is a mirage (part 3) See: Agentic commerce is a mirage parts one, two Walmart released earnings for its Q2 FY2027 quarter last week. The… August 24, 2026
Alphabet Q2 2026 earnings: 14% ad revenue growth, 500k advertisers on AI Max Alphabet released its Q2 2026 earnings last night: Overall advertising revenue grew by 14.4% to $81.6BN. Search revenue grew by 16.8% to $63.3BN. YouTube… July 23, 2026
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
