Meta’s Muse moat: integration into Advantage+ Yesterday, Meta launched Muse Image, its foundation image generation model. The new model is available to consumers in Meta AI… July 8, 2026
XBOX’s billion-user platform mandate Yesterday, XBOX's newly appointed CEO, Asha Sharma, published a roughly 1,000-word memo announcing a significant reorganization of the company. This… July 7, 2026
Supreme Court affirms 4A protections for location data Last Monday, the Supreme Court issued a ruling in Chatrie v. United States determining that law enforcement conducts a Fourth… July 6, 2026
Meta’s morass Bloomberg reports that Meta is considering launching a cloud compute business (emphasis mine): Meta Platforms Inc. is developing plans for a… July 2, 2026
Walmart/Vibe is not a CTV consolidation story Last week, Walmart announced that it has agreed to acquire Vibe.co, a CTV-specialized DSP, for a reported $1.4BN. From The… June 30, 2026
Alibaba’s Bid2X and the foundation model era for digital advertising Last August, at the KDD conference, a research team from Alibaba presented Bid2X, a foundation model for advertising bidding environments… June 29, 2026
Can customer LTV be estimated without long-term experiments? Can the long-term impact of service quality be estimated without running a months-long experiment? A new paper from researchers at… June 23, 2026
Would Meta reprioritize non-IDFA traffic in FAN? A persistent theory in the mobile ecosystem is that Meta will begin systematically targeting non-IDFA traffic through its Facebook Audience… June 19, 2026
The enterprise AI price war and OpenAI’s consumer advantage Last week, the WSJ reported that OpenAI is considering applying "drastic price cuts" to its enterprise API to win customers… June 16, 2026
Fox acquires Roku; why Amazon didn’t Fox this morning announced that it has entered into a definitive agreement to acquire Roku, the streaming platform operator behind… June 15, 2026
