The generative RecSys revolution The application of generative methodologies to recommendation systems infrastructure ("RecSys") is an exciting area at the frontier of ML research.… May 27, 2026
AppLovin publishes Gist, a social media app AppLovin has published a social media app called Gist (see the US App Store product page here). The app is… May 22, 2026
Google’s Gambit, Part 4: The end of Static Search Google announced a major overhaul to Search at its Google I/O developer event yesterday. From a blog post titled A… May 20, 2026
Amazon’s advertising advantages Amazon's advertising advantages have always been somewhat obvious: as a retail platform, and through its Prime subscription, it benefits from… May 18, 2026
Components of AI-enabled advertising AI is being applied to digital advertising in so many disparate and meaningful ways that the concept has been diluted… May 12, 2026
Spotify, Roblox, and the conditions for a walled garden Spotify revealed a noteworthy data point on its Q1 2026 earnings call two weeks ago: the company's advertising platform, which… May 11, 2026
AppLovin Q1 2026 earnings: 59% ad revenue growth, the hybrid monetization opportunity for games AppLovin reported its Q1 2026 earnings yesterday: Advertising revenue grew by 59.0% to $1.84BN. Net income grew by 66.5% to $1.21BN, at 65.4% margin.… May 7, 2026
ChatGPT launches a CAPI, a pixel, and self-serve OpenAI announced changes to its advertising platform today, including a conversions API (CAPI) and a pixel to support conversion measurement,… May 5, 2026
Amazon, Rufus, and the agentic commerce question Amazon released its Q1 2026 earnings last week: the company generated advertising revenue of $17.2BN, up 22% year-over-year. That puts… May 4, 2026
Reddit Q1 2026 earnings: 74% ad revenue growth, 75% growth in advertiser count Reddit reported its Q1 2026 earnings last week: Total revenue increased by 69% year-over-year to $663.4MM. Ad revenue increased 74% to $625… May 3, 2026
