Interesting development for RSAs: Google will provide (in open beta) search ads with automatically creative assets.

LinkedIn just launched IBA targeting: -ABM campaigns -400 professional interest categories -18 product interest categories - ~20 service interest categories

RMaaS: retail media as a service

TrustPid, API for device location, QoD API for HD video...telcos are moving fast towards media and advertising business.

Wake me up, when inflation ends.

The amount of money that Coca-Cola has moved towards digital marketing is over $1 billion.

Colgate-Palmolive will complete the in-house transition in 2026. In 2022, it covered internally ~60% of the working media: digital* now has a 1.3 index on ROI to the rest of media investment. *CRM/Email, Paid Search on Google, Amazon Search, Programmatic, YouTube, Facebook

Attention, we need human attention in our advertising. So we need to be less generic than we used to be and we need to have advertising that people remember because we are talking to them about attention that they can identify with. Yves Briantais VP, Marketing Colgate-Palmolive

The Trade Desk’s client base: -2016: 566 -2017: 657 -2018: 742 -2019: 820 -2020: 875 -2021: 980 -2022: 1.000

No surprise that the EU telco operators involved in TrustPid are big advocate of a traffic tax against US tech companies.

Amazon’s ultrafast delivery strategy: -third-party sellers: incentive to use Fulfillment by Amazon (FBA) [more SKUs > more fees/better conversion data] -users: incentive to subscribe to Amazon Prime [more subscribers > more revenue/first-party data]

In the meantime, ByteDance is working on its own version of ChatGPT, led by the head of product technology at TikTok.

The close correlation between the content available on a streaming platform and the monthly subscription price means that there are only three levers to be competitive (< CAC / > CRR): 1. bundling 2. new and lower pricing 3. more content

For Gen Z, TikTok is not the new search engine.

Show me the incentive and I'll show you the outcome. Charlie Munger

C2M/DTC > C2C [global GMV growth]

The legal basis of ChatGPT and other AI tools is uncertain. Data minimization and the consent to process personal data are potentially nonexistent. Data controller/processor definitions are missing too.

A good breakout of the liquidity crunch across the major exchanges, DSPs and SSPs .

Microsoft’s case is a good example to understand the potential drawbacks of regulatory intervention. After the US antitrust case, the real beneficiaries were not the most innovative companies but rather the companies with the higher market share.

Taboola is moving from native to performance advertising. -Revenue: $1.4 billion in 2022 -TAC: $832 million -Gross profit margin: 33% (2020: 27%; 2021: 32%)

Wayfair was going too far in experimenting new digital channels. Advertising spending as a percentage of sales was at its highest level in the latest quarter since early 2016.

Wayfair was going to far in experimenting new digital channels. Advertising spending as a percentage of sales was at its highest level in the latest quarter since early 2016.

The main reason why even a luxury marketplace like Farftech built its Media Solution division is attribution.

Durable...🤔

Algorithmic recommendation is quite inevitable in a low-margin business like Spotify where the platform has little control over the monetization. The four major record labels market share of all streams on Spotify was 75% in 2022.