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
Reddit Q3 2025 earnings: 68% revenue growth, automation suite in beta Reddit reported its Q3 2025 earnings last month: Total revenue increased by 68% year-over-year to $585 million. Ad revenue increased… November 18, 2025
Podcast: Meta’s Business AI tools and the ad-product divide (with Simon Whitcombe) https://open.spotify.com/episode/42ATqekWRdlOkaDTDhvqzp?si=c3e8bc563a2746d7 My guest on this episode of the podcast is Simon Whitcombe, the Vice President, Global Business Group at Meta.… November 18, 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
AppLovin Q3 2025 earnings: ad revenue up 68%, first results from international AppLovin reported its Q3 2025 earnings on Wednesday: Advertising revenue grew by 68.2% to $1.41BN. Net income grew by 92.3% to $835MM,… November 7, 2025
Snap Q3 2025 earnings: 8% DR advertising growth, SMB contribution grows 25% Snap released its Q3 2025 earnings results yesterday: Revenue of $1.5BN grew by 9.8% year-over-year, with advertising revenue of $1.32BN having grown by… November 6, 2025
Podcast: Can an LLM evaluate ad creative? (with Luca Fiaschi) https://open.spotify.com/episode/6wd8KjENpT60MWax4NgZxs?si=623d1d8fcaff433d My guest on this episode of the podcast is Luca Fiaschi, a machine learning expert who previously held executive… November 4, 2025
Google’s Network business is vestigial (part 2) Alphabet's CEO, Sundar Pichai, opened the company's earnings call last week with a triumphant declaration: that "every major part of… November 4, 2025
Alphabet Q3 2025 earnings: 15% YouTube and Search revenue growth, AI Mode at 75MM DAU Alphabet released its Q3 2025 earnings on Wednesday: Overall advertising revenue grew by 12.7% to $74.2BN. Search revenue grew by… November 1, 2025
