What is Meta’s China exposure? Following the announcement yesterday that China’s National Development and Reform Commission (NDRC) has ordered Meta to reverse its acquisition of… April 28, 2026
China orders Meta to reverse its acquisition of Manus China’s National Development and Reform Commission (NDRC) today ordered Meta to reverse and abandon its acquisition of Manus, an AI… April 27, 2026
Meta’s AI pixel and the vanishing ad-product divide Last week, Meta introduced automation updates to its two keystone data ingestion features for advertisers: its pixel and its Conversions… April 23, 2026
What does Apple’s new CEO mean for the App Store? Apple announced yesterday that on September 1st, its CEO, Tim Cook, will become the executive chairman of the company's board,… April 21, 2026
Netflix Q1 2026 earnings: programmatic approaching 50% of ad revenue Netflix reported its Q1 2026 earnings results last night: $12.2BN in revenue (up 16.2%, year-over-year); Operating profit of $4.0BN for an operating… April 17, 2026
Search is the wrong mental model for chatbot advertising The Wall Street Journal reports that eMarketer, an analytics firm, estimates that Meta will overtake Google in 2026 in terms… April 14, 2026
Contextualizing Meta’s Muse Spark Meta unveiled its long-awaited new foundational model, which it calls Muse Spark, last week. From its blog post introducing the… April 13, 2026
The App Store discoverability squeeze The Information, using data from Sensor Tower, reports that the number of new apps published to the iOS App Store… April 7, 2026
RecSys and chill I highlighted a recent paper from Netflix's research team on social media over the weekend; the paper unpacks Netflix's application… April 6, 2026
RecSys, ad ranking, and the AI advertising opportunity Meta published a whitepaper this week introducing its Adaptive Ranking Model, a request-centric ad ranking architecture that enables LLM-scale user… April 3, 2026
