What does Apple’s new CEO mean for the App Store? Apple announced yesterday that on September 1st, its CEO, Tim Cook, will become the executive chairman of the company's board,… April 21, 2026
Netflix Q1 2026 earnings: programmatic approaching 50% of ad revenue Netflix reported its Q1 2026 earnings results last night: $12.2BN in revenue (up 16.2%, year-over-year); Operating profit of $4.0BN for an operating… April 17, 2026
Search is the wrong mental model for chatbot advertising The Wall Street Journal reports that eMarketer, an analytics firm, estimates that Meta will overtake Google in 2026 in terms… April 14, 2026
Podcast: Google navigates the AI advertising era (with Dan Taylor) https://www.youtube.com/watch?v=TmOsXQyxB2U On this week's episode of the podcast, I am joined by Dan Taylor, the Vice President of Global Ads… April 14, 2026
Contextualizing Meta’s Muse Spark Meta unveiled its long-awaited new foundational model, which it calls Muse Spark, last week. From its blog post introducing the… April 13, 2026
How can ChatGPT reach $100BN in advertising revenue? Citing fundraising documents, both The Information and Axios report that OpenAI expects to reach $100BN in advertising revenue by 2030.… April 10, 2026
The App Store discoverability squeeze The Information, using data from Sensor Tower, reports that the number of new apps published to the iOS App Store… April 7, 2026
Podcast: Considering the future of Section 230 (with Ben Sperry) https://www.youtube.com/watch?v=g7zygAAVIGE On this week's episode of the podcast, I am joined by Ben Sperry, a senior scholar at the International… April 7, 2026
RecSys and chill I highlighted a recent paper from Netflix's research team on social media over the weekend; the paper unpacks Netflix's application… April 6, 2026
RecSys, ad ranking, and the AI advertising opportunity Meta published a whitepaper this week introducing its Adaptive Ranking Model, a request-centric ad ranking architecture that enables LLM-scale user… April 3, 2026
