Generative ad creative and the creative control barrier Mondelez, the snack manufacturer behind Chips Ahoy!, Oreo cookies, and Ritz crackers, has built an AI-enabled creative production tool that… October 27, 2025
Netflix Q3 2025 earnings: earnings miss, ad tech traction Netflix reported its Q3 2025 earnings results on Tuesday: $11.510BN in revenue (up 17%, year-over-year); Operating profit of $3.248BN for an operating… October 23, 2025
Understanding ChatGPT’s unit economics Last week, the Financial Times published several metrics related to ChatGPT's revenue, sourced from "people familiar with the company’s finances."… October 21, 2025
The privacy shuffle, part 4: Google shutters Privacy Sandbox On Friday, Google announced that it has effectively discontinued its Privacy Sandbox initiative for both Chrome and Android (emphasis mine):… October 20, 2025
The creative flood and the ad testing trap I've written extensively about what I believe will be the impact of the widespread adoption of Generative AI tools for… October 15, 2025
Apps come to ChatGPT OpenAI made a stunning revelation at its developer event this week: with 800MM WAU, ChatGPT's user base is roughly the… October 7, 2025
Can Meta cross the ad-product divide? Meta revealed several new advertising products and features last week ahead of the Advertising Week conference, which starts today. In… October 6, 2025
ChatGPT’s Instant Checkout is an advertising data feed OpenAI announced yesterday that it has partnered with Stripe to facilitate in-chat commerce. From OpenAI's blog post (emphasis mine): U.S.… September 30, 2025
AI-enabled advertising and the invisible retail consumer In Commerce at the Limit, I make the point that AI enablement across targeting, creative production, and campaign automation will… September 24, 2025
Amazon, the advertising behemoth (part 2) Part 1: Amazon, the Advertising behemoth (August 2024) Last week, Netflix and Amazon announced a new partnership that will make… September 17, 2025
