Google

    A good economic rebuttal to some of the requested punishments in the Google anti-trust case.

    Defaults matter, but switching also isn’t hard.

    Also, it’s a bit late, isn’t it?

    the antitrust case is happening when Google is losing advertising share and is under pressure from a new search technology, Artificial Intelligence. AI search from OpenAI, Anthropic, Meta Llama, and xAI is very well funded and making rapid progress.


    Google may not be killing off cookies, but it is ramping up first-party data features for marketers.

    You can now use customer match to supplement Analytics audiences exported to your linked Google advertising products

    If your data includes user-provided data, any audience exported to Google advertising products will match your consented, hashed customer data with Google data.

    Money follows data.


    Interesting to see Google continue to shift features into the third-party realm. This time, it’s ad creation tools for YouTube and Display.

    Google will sunset Ads Creative Studio by the end of March 2025, shifting its focus to new growth areas and enhancing partnerships with creative agencies to deliver tailored campaigns at scale.

    For YouTube-specific customizations, advertisers are encouraged to engage third-party partners.


    Some big ifs, but this means GPT is not an insignificant player.

    Google won’t be overtaken by one player, but by all these other slices growing over time. Chipping away and taking more and more search share.


    Reddit traffic is exploding thanks to its recent licensing deal with Google.

    And some of those visitors are turning into users, adding 31 million daily actives in the last year.

    “Reddit also says that its Weekly Active Unique user count (WAUq) averaged 365.4 million in the third quarter, an increase of 53% year-over-year. The amount of daily to weekly usage here is unusual for social apps, which usually see about 2.3x usage between daily and monthly actives. Reddit seemingly sees a lot more than this, which could point to the less consistent way in which visitors use the app.”


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