Original Content

Podcast: Meta’s AI advertising playbook (with Matt Steiner)

https://open.spotify.com/episode/1AFmSLMnuJnYM1SY8LRR9d?si=d60adfa751c641e7 In this episode of the podcast, I speak with Matt Steiner, Meta's Vice President of Monetization Infrastructure, Ranking &…

Google’s gambit, part 2

Google hosted its annual I/O developer conference last week. Predictably, every product showcase emphasized AI-enabled functionality; this video provides a…

Podcast: Economics and antitrust (with Brian Albrecht)

https://open.spotify.com/episode/08eTtvkMtwgneYpUoIok7E?si=e65b2acfd87e4112 My guest on this episode of the podcast is Brian Albrecht, the Chief Economist at the International Center for…

Apple’s reckoning

In The History of the Peloponnesian War, Thucydides recalls a speech given by Nicias, who urges the Athenian assembly to…

Podcast: Apple in China (with Patrick McGee)

https://open.spotify.com/episode/0Se9yJgzIbtNYlMy8JQt3i?si=da111694aeb14728 My guest on this episode of the podcast is Patrick McGee, the San Francisco correspondent at the FT, where…

Book review: Apple in China (by Patrick McGee)

I received my copy of Apple in China from the publisher a few weeks ago, but I procrastinated on reading…

Obviously, OpenAI will monetize with ads

Last week, OpenAI announced that it has hired Fidji Simo, the CEO of Instacart, to become the CEO of its…

The privacy shuffle, part 2

The Information reports that Google laid off 10% of its Privacy Sandbox team in April after having offered buyouts to…

Podcast: The scientific approach to advertising measurement (with Andrew Covato)

https://open.spotify.com/episode/5Bkkmc17rir4fvKthccWk8?si=db273814234a4d9e My guest on this week's episode of the podcast is Andrew Covato, a veteran of the largest digital advertising…

AppLovin Q1 2025 earnings: 71% advertising revenue growth, generative AI for ad creative

AppLovin reported its Q1 2025 earnings last week: Total revenue grew by 40% year-over-year to $1.5BN; Advertising (formerly, Software Platform)…