Ads in chatbots as a distribution necessity On December 5th, Judge Amit Mehta issued the final remedies decision in the Google Search antitrust trial. The initial remedies… December 10, 2025
Apple embraces mini app monetization Last week, Apple introduced the Mini Apps Partner Program, which creates a commercial framework for "mini-apps" hosted within a native… November 19, 2025
Podcast: Heidegger’s caution https://open.spotify.com/episode/1dUofScdAVEMSFqiFq6a2B?si=8860ab0127544c6a In this episode of the podcast, which is a companion to Affiliate links, personalized ads, and chatbot revenue optimization,… November 12, 2025
Affiliate links, personalized ads, and chatbot revenue optimization Generative AI has undeniably penetrated consumer awareness at an incredible clip: this NBER paper finds that "overall genAI adoption (including… November 11, 2025
ChatGPT’s Instant Checkout is an advertising data feed OpenAI announced yesterday that it has partnered with Stripe to facilitate in-chat commerce. From OpenAI's blog post (emphasis mine): U.S.… September 30, 2025
Agentic commerce is a mirage In late July, The Information reported that Amazon had begun blocking external chatbots and shopping agents from accessing product listings… September 3, 2025
The retreat from social commerce Last week, TikTok owner ByteDance told staff in its Shops division that it would initiate a round of layoffs. This… July 9, 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
Podcast: The power of cohort compounding (with Nilay Patel) https://open.spotify.com/episode/0iWG03UaZfb8leF5XYxC5a?si=3ee52384bf9e4efa My guest on this episode of the podcast is Nilay Patel, the head of product at Kohort, a cohort… May 7, 2025
Microsoft’s alternative app store that isn’t Microsoft announced at the Bloomberg Technology Summit last week that it will launch a web-based store for mobile gaming consumables… May 15, 2024
