Amazon, the advertising behemoth (part 2) Part 1: Amazon, the Advertising behemoth (August 2024) Last week, Netflix and Amazon announced a new partnership that will make… September 17, 2025
Podcast: The blandification of marketing (with Adam Singer) https://open.spotify.com/episode/0AC7lwSuD4u0IbxA0Afe8Q?si=8b4a3f546998489c In this episode of the podcast, I speak with Adam Singer about the general trend of brands pivoting their… September 16, 2025
Netflix’s YouTube opportunity Back in February, when YouTube's CEO, Neal Mohan, revealed in his annual letter to the YouTube community that television had… September 10, 2025
Podcast: The headwinds facing agentic commerce (with Andrew Lipsman) https://open.spotify.com/episode/37sUryEgSZXOKG141LHB5X?si=7d6cf84fc7994604 In this episode of the podcast, I speak with Andrew Lipsman, an independent analyst in the retail media space… September 4, 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
Google’s Gambit and the future of the open web https://open.spotify.com/episode/3Hyr0VTAJQ5JonO7X3nci2?si=6e26a9d0dead4465 In this episode of the podcast, I examine Google's Gambit: its effort to transition Search from a distribution intermediary… August 26, 2025
Diffusion models for ad creative production Denoising diffusion probabilistic models (DDPM), also known as diffusion models, represent an important area of frontier research in machine learning.… August 25, 2025
Reddit is double-dipping Reddit reported its Q2 2025 earnings last month: Total revenue increased 78% year-over-year to $500MM, with ad revenue increasing by… August 20, 2025
Podcast: What is signal engineering? (with Itai Kafri) https://open.spotify.com/episode/5K6X3AAhjzD8AzV5rWCj5e?si=f6bcc1e7277d4c19 In this episode of the podcast, I speak with Itai Kafri on the topic of signal engineering. Itai is… August 19, 2025
Pinterest Q2 2025 earnings: 17% revenue growth, monetization acceleration in Europe Pinterest released its Q2 2025 earnings results last week: Revenue increased by 17% year-over-year, to $998MM; Global MAUs increased by 11% year-over-year, to 578MM;… August 13, 2025
