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    Display is dying

    Returns on programmatic ad auctions are returning so little, Digiday could not find a source to speak on the record. One anonymous revenue lead at a North American publisher says they’ve seen double-digit CPM decreases across the board in 2025. An executive says online display ads bought through auction in the fall are down as much as 30% compared to 2023’s Q4

    AI (and other algorithms) + the growth of retail media (thanks 1st party data) + longstanding wariness around programmatic = growth of more attractive (or hyped) alternatives for marketers

    via Sounds Profitable

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    Meta changed the default inventory filter setting to allow ads to deliver alongside all content:

    Beginning on February 24, 2025, we’re gradually changing the default setting of inventory filters for in-content ads and Audience Network to expanded

    Now would be a good time to check your settings if you’re particular about what content your ads appear within / next to.

    via Jon Loomer

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    Marketers are bystanders.

    In the words of Peter Drucker:

    The bystander sees things neither actor nor audience notices. Above all, he sees differently from the way actors or audience see. Bystanders reflect, and reflection is a prism rather than a mirror; it refracts.

    As a marketer, you operate in this middle space, at a slight remove.

    Your job is—to continue the metaphor of actors and audience—to manage the fourth wall. The vital point where performance meets audience and the magic happens (or doesn’t).

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    Like IBM, Oracle, and Sun before it, Apple seems at risk of moving from innovator to infrastructure—a big player that no longer steers the market but plays a foundational role in enabling the players that do.

    Apple Scraps Work on Mac-Connected Augmented Reality Glasses

    Headset group struggles to find path forward after Vision Pro

    Canceled device would have rivaled Meta’s future AR glasses

    Confusing themselves for the market and losing track of trends until it’s too late to be an early mover.

    The company has risen from the ashes before, can it do it again?

    via Bloomberg

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    Does Meta have its long-desired hardware platform? Or at least the start of it?

    It’s extended the contract with the Ray-Ban parent company for more years of smart glasses collaboration.

    Now, according to Bloomberg, Oakley is joining the crew.

    Plus…

    Company resumes work on smartwatch and develops AirPods rival

    First real AR glasses, dubbed ‘Artemis,’ are planned for 2027

    The question used to be: what will replace the smartphone?

    But the path now seems to be to replace the interface and turn the smartphone into a personal, portable server for ambient computing peripherals and AI features.

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