The WAU effect As I argue in Understanding ChatGPT’s unit economics, OpenAI's choice to report Weekly Active Users (WAU) instead of the more… December 23, 2025
Natura non facit saltus The New York Times reports on internal discord at Meta related to its superintelligence project (emphasis mine): In meetings this… December 17, 2025
Podcast: Building an AI-first media company (with Peter Stuart) https://open.spotify.com/episode/34OGUdy3egz2ix3mujwJEL?si=c96b89b2997a4012 In this week's episode of the podcast, I speak with Peter Stuart, the founder of Velora Digital, which publishes… December 17, 2025
Gemini in Chrome and Gmail, and Google’s AI distribution conduit In September, Google announced Gemini in Chrome, an initiative to insert Gemini touchpoints into the Chrome browser on Windows and… December 16, 2025
Ads in chatbots as a distribution necessity On December 5th, Judge Amit Mehta issued the final remedies decision in the Google Search antitrust trial. The initial remedies… December 10, 2025
Podcast: Does GenAI outperform humans with ad creative production? (with Anindya Ghose and Vilma Todri) https://open.spotify.com/episode/7HLtVRN44BtOPIB4d48aC2?si=f242f9a876ec4a7d In this episode of the podcast, I speak with Anindya Ghose from NYU and Vilma Todri from Emory University… December 9, 2025
Does Apple police fingerprinting? In Meta's Renaissance, I credit Meta's years-long recovery from Apple's App Tracking Transparency (ATT) privacy policy to four strategic changes… December 3, 2025
Podcast: Are chatbots driving eCommerce sales? (with Rishabh Jain) https://open.spotify.com/episode/1fCLhYwpYWILWlTB1lrPDC?si=1475570325d14d36 My guest on this episode of the podcast is Rishabh Jain, the CEO and co-founder of FERMÀT Commerce, an eCommerce advertising… December 2, 2025
The ad load monopoly fallacy Last week, U.S. District Judge James Boasberg dismissed the FTC's antitrust case against Meta, determining that the FTC was unable… November 26, 2025
Podcast: Can the GDPR be reformed? (with Mikołaj Barczentewicz) https://open.spotify.com/episode/45iTETKIuj7wtGQXks49ge?si=4a26ee50969c49a8 My guest on this episode of the podcast is Mikołaj Barczentewicz, a professor of law at the University of… November 25, 2025
