Can Apple boost App Store revenue without ads? Mark Gurman, writing in his Power On newsletter, speculates that Phil Schiller's transition away from App Store leadership, reported in… September 7, 2026
Netflix’s YouTube opportunity, part 3 YouTube is apparently offering some of its most popular content creators financial incentives to stay exclusive with the platform. From… September 4, 2026
Unpacking the FTC’s case against Amazon On Monday, the FTC, along with 22 states, sued Amazon, alleging that it deceived approximately 1.2MM advertisers on its platform… September 1, 2026
RecSys, content concentration, and promoting the “middle tail” Researchers at Netflix recently published a paper, Recommendation Quality and the Concentration of Consumption: Experimental Evidence from Netflix, that explores… August 31, 2026
Meta’s settlement is no Big Tobacco moment Two days ago, on August 26th, Meta announced settlements with attorneys general representing 48 states, the District of Columbia, and… August 28, 2026
The privileged position of chatbot advertising The dominant consumer-facing digital advertising models can be organized into five broad categories according to the availability, strength, and source… August 26, 2026
Agentic commerce is a mirage (part 3) See: Agentic commerce is a mirage parts one, two Walmart released earnings for its Q2 FY2027 quarter last week. The… August 24, 2026
Meta launches a business agent for ad campaigns Meta announced yesterday that it has introduced new functionality to Meta AI -- which can now be accessed via a… August 20, 2026
Apple’s new EU App Store rules abandon per-install fees Yesterday, Apple announced a new fee structure for apps distributed in the EU, which will go into effect on October… August 19, 2026
Apple launches a unified campaign management API Apple released its new advertising campaign management API, the Apple Ads Platform API, last week (hat tip to tipsheet.ai). The… August 17, 2026
