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
Podcast: Quantifying the advertising value of cookies (with Garrett Johnson and Shunto Kobayashi) https://www.youtube.com/watch?v=V8tV2czrZZE On this week's episode of the podcast, I am joined by Garrett Johnson and Shunto Kobayashi, professors at Boston University who have… June 30, 2026
Alibaba’s Bid2X and the foundation model era for digital advertising Last August, at the KDD conference, a research team from Alibaba presented Bid2X, a foundation model for advertising bidding environments… June 29, 2026
Podcast: The AppsFlyer investment and the new dynamics of mobile attribution (with Olivia Kory) https://www.youtube.com/watch?v=qZj6_mJGOMg On this week's episode of the podcast, I am joined by Olivia Kory, the CMO of Haus, to discuss… June 24, 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
AppsFlyer is too big to let fail Axios reports that mobile measurement platform AppsFlyer has raised more than $1BN from a consortium of four investors: Meta, Google,… June 22, 2026
Would Meta reprioritize non-IDFA traffic in FAN? A persistent theory in the mobile ecosystem is that Meta will begin systematically targeting non-IDFA traffic through its Facebook Audience… June 19, 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
Fox acquires Roku; why Amazon didn’t Fox this morning announced that it has entered into a definitive agreement to acquire Roku, the streaming platform operator behind… June 15, 2026
