Humanity scale Back in October 2023, in an interview on Ben Thompson's Stratechery podcast, I made a point about the distinction between… January 21, 2026
2026 predictions for mobile gaming This is the 11th year-ahead predictions post I've written for the mobile gaming category. See 2025 predictions here, and the… January 19, 2026
Apple, Gemini, and the value of on-device AI As reported this week, Apple and Google have officially partnered to bring Google's Gemini foundation model to various Apple Intelligence features,… January 13, 2026
Google launches Universal Commerce Protocol, ads in AI Mode Yesterday, at the National Retail Federation (NRF) conference, Google unveiled several new eCommerce initiatives: Universal Commerce Protocol (UCP), an open… January 12, 2026
Reddit launches its answer to Advantage+ and PMax Reddit has launched Max Campaigns, its answer to Meta's Advantage+ and Google's Performance Max, into beta. From the company's press… January 7, 2026
The experiment that broke the FTC’s case against Meta When U.S. District Judge James Boasberg ruled in Meta’s favor in the FTC's antitrust case last November (see my analysis… January 5, 2026
2026 predictions for mobile marketing This is the twelfth year for which I have published year-ahead predictions related to the mobile marketing and mobile gaming… December 30, 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
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
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
