Amazon-OpenAI: advertising, not agentic commerce Amazon CEO Andy Jassy participated in an interview with The Information's Jessica Lessin at Davos two weeks ago in which… February 3, 2026
World models, interactive entertainment, and the primacy of structure in game design (I shared these thoughts on X over the weekend. I'm re-posting a lightly-edited version for Mobile Dev Memo subscribers as… February 2, 2026
Meta Q4 2025 earnings: 18% engagement-led impression growth, focus on AI-driven advertising efficiency Meta released its Q4 2025 earnings results yesterday: Advertising revenue increased by 24.3% on a year-over-year basis, to $58.1BN; Impressions served across the… January 29, 2026
OpenAI should know better The Information reports that OpenAI is launching its advertising product without advanced targeting or measurement tools, with CPM billing, and… January 28, 2026
Podcast: Protecting children from digital harms (with Karl Stillner) https://open.spotify.com/episode/1WMzniFQs1Yhgvx2xaSIru?si=fe93d268dd6f4b3a My guest on this episode of the podcast is Karl Stillner, the CEO and co-founder of BrightCanary, an app… January 27, 2026
Can Meta recover leadership in mobile games advertising? One of my predictions for mobile gaming in 2026, published earlier this month, is that "Meta aggressively pursues growth in… January 27, 2026
Netflix Q4 2025 earnings: ad revenue grew 2.5x in 2025 to $1.5BN Netflix reported its Q4 2025 earnings results on Tuesday: $12.050BN in revenue (up 18%, year-over-year); Operating profit of $2.597BN for an operating… January 22, 2026
Humanity scale Back in October 2023, in an interview on Ben Thompson's Stratechery podcast, I made a point about the distinction between… January 21, 2026
Podcast: Understanding sovereign AI (with Alfred Succer) https://open.spotify.com/episode/2RSobDrJdR3Lk1R2rI532K?si=88e007f76c084fa3 My guest on this week's episode of the podcast is Alfred Succer, the founder of Nova Nuggets, which provides… January 20, 2026
2026 predictions for mobile gaming This is the 11th year-ahead predictions post I've written for the mobile gaming category. See 2025 predictions here, and the… January 19, 2026
