Understanding the AI opportunity in advertising and marketing. Sign-up: https://xitter.cf/t.co/JglqFMs8kF
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Joined April 2025
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Today's tips for Monday, October 19.
* ChatGPT’s expanding measurement partner list.
* Guitar heroes: Fender, Marshall want AI to know their brands.
* Debates: Going server-side.
* The quarterly earnings tidal wave: Meta this week.
* LLM developments: Beam's open-source AI model; Seufert on Muse and Apple hardware; China AI.
* More: AdCP 3.2 for marketers; Reach pressures OpenAI; AI Mode + Personal Intelligence ads; AI media in Q3; Euro RMN news.
Get tipsheet: tipsheet.ai/news/measurement…
Today's tips for Friday, October 16.
* Google’s new cart. Next stop, ads?
* Careers: Anthropic loves ads, pass it on.
* Meta gives brands new ways to buy attention.
* Fox takes agents into linear TV buying.
* Chime is making data creative with AI.
* OpenAI builds its ad sales machine.
* LLM developments: Google's AI pilot program for publishers; Amazon launches AI devices; Muse Spark Open.
* More: Kargo on AI media buying; affiliate publishing; Thrad sourcing inventory; Google Ads API update.
Get tipsheet: tipsheet.ai/news/ucp-univers…
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Thank you @tipsheetai for covering our @cloudX Orchestrator multi mediation launch ... cloudx.ai/posts/introducing-…
Today's tips for Thursday, October 15.
* CloudX brings orchestration to mobile ads.
* Prebid opens door to agentic ad servers.
* Magnite, LG bring agents to the home screen.
* ChatGPT Ads busy Down Under.
* Chatbot Character[dot]AI files for bankruptcy.
* Google adds controls amidst AI automation.
* Stagwell lands ServiceNow for AI marketing.
* eMarketer: Google AI Mode wins.
* LLM developments: AI opportunity for Europe; Health care and AI; a critical materials AI startup.
* Eric Seufert on ad wars; CMO on LLMs; Trey Titone on retail media risk; Adam Epstein's Amazon DSP musings; YouTube and incrementality.
Get tipsheet: tipsheet.ai/news/cloudx-orch…
Today's tips for Thursday, October 15.
* CloudX brings orchestration to mobile ads.
* Prebid opens door to agentic ad servers.
* Magnite, LG bring agents to the home screen.
* ChatGPT Ads busy Down Under.
* Chatbot Character[dot]AI files for bankruptcy.
* Google adds controls amidst AI automation.
* Stagwell lands ServiceNow for AI marketing.
* eMarketer: Google AI Mode wins.
* LLM developments: AI opportunity for Europe; Health care and AI; a critical materials AI startup.
* Eric Seufert on ad wars; CMO on LLMs; Trey Titone on retail media risk; Adam Epstein's Amazon DSP musings; YouTube and incrementality.
Get tipsheet: tipsheet.ai/news/cloudx-orch…
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Today's tips for Wednesday, October 14.
* Meta engineers on AI inference for better ads.
* Q3 earnings: Publicis ‘not exposed’ to Apple Safari changes.
* GEO strategy includes 24-hour turnaround, says Motorway marketer.
* Morgan Stanley analysts on Unity, Applovin and AI.
* LLM developments: ‘Context Engine’ for teams; Apple's AI at home; Google reasoning.
* More: Cloudflare talks AI monetization; Google API releases increase; TripleLift sells Uber Graph access; Aperiam's event; Reddit vs. Perplexity.
Get tipsheet: tipsheet.ai/news/meta-engine…
Today's tips for Wednesday, October 14.
* Meta engineers on AI inference for better ads.
* Q3 earnings: Publicis ‘not exposed’ to Apple Safari changes.
* GEO strategy includes 24-hour turnaround, says Motorway marketer.
* Morgan Stanley analysts on Unity, Applovin and AI.
* LLM developments: ‘Context Engine’ for teams; Apple's AI at home; Google reasoning.
* More: Cloudflare talks AI monetization; Google API releases increase; TripleLift sells Uber Graph access; Aperiam's event; Reddit vs. Perplexity.
Get tipsheet: tipsheet.ai/news/meta-engine…
Today's tips for Tuesday, October 13.
* Zeta Global expands ‘beyond marketing.’
* Is ad tech next for Skydance?
* From CDP to AEP: data platforms add agents.
* Ad Age: AI commerce + advertising tips.
* Agencies and ChatGPT Ads plans.
* Hot takes on the Amazon DSP.
* Meta’s Incremental Attribution may be better.
* Google’s machine-readable march.
* People moves: Smartly names new CTO.
* LLM developments: TypeSafe raises “Series AI”; Satya Nadella speaks; Meta's models for agents.
* More: The physical is in vogue; Kantar and Microsoft; Pay-with-data walls are back; ID5 strategy; Pharma ads and AI.
Get tipsheet: tipsheet.ai/news/zeta-global…
Today's tips for Friday, October 9.
* ChatGPT Ads suddenly passes 60k advertisers.
* O’Kelley promotes Universal Buying Platform (UBP).
* Debates: SPO, agent interoperability.
* Expedia eyes non-travel ads in AI era.
* Retailers extend access, retain control of data.
* How to make an AI-native marketing org, according to Liquid Death.
* Google AI Overviews expand into branded search.
* LLM developments: Gemini agent; Amazon Alexa with AI; AI startup Manus raises funds.
* More: Agents today podcast; Google AI tactical moves; Agentic Buying and CTV; Walmart strategy: Ads and U.S. economy.
Get tipsheet: tipsheet.ai/news/chatgpt-ads…
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Today's tips for Thursday, October 8.
* Google, Unity let anyone create games with AI.
* Walmart Connect: Expanding audience partnerships; Vibe self-serve CTV role.
* Meta brings AI closer to campaigns and checkout.
* Omnicom Media and Rembrand scale streaming in-content ads.
* Agents for advertising: Snowflake, Olyzon and Amazon DSP.
* eMarketer: AI visibility is an ad tech brand game, too.
* SAP: CMOs need to worry about the data layer.
* LLM developments: Anthropic's Haiku 5.5; OpenAI's GPT‑6 and Intelligent UI; Musk on Grok Bot as AI harness.
* More: On Apple blocking; Muse and agents; Agentic roles; AI & marketing teams; Stagwell rebrands agency.
Get tipsheet: tipsheet.ai/news/unity-googl…
Today's tips for Thursday, October 8.
* Google, Unity let anyone create games with AI.
* Walmart Connect: Expanding audience partnerships; Vibe self-serve CTV role.
* Meta brings AI closer to campaigns and checkout.
* Omnicom Media and Rembrand scale streaming in-content ads.
* Agents for advertising: Snowflake, Olyzon and Amazon DSP.
* eMarketer: AI visibility is an ad tech brand game, too.
* SAP: CMOs need to worry about the data layer.
* LLM developments: Anthropic's Haiku 5.5; OpenAI's GPT‑6 and Intelligent UI; Musk on Grok Bot as AI harness.
* More: On Apple blocking; Muse and agents; Agentic roles; AI & marketing teams; Stagwell rebrands agency.
Get tipsheet: tipsheet.ai/news/unity-googl…
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Today's tips for Wednesday, October 7.
* OpenX adds HUMAN signals to decisioning.
* Agentic ad platform pubX gets funds, acquires.
* Microsoft: Feed AI the full catalog.
* Advertising Week NY: LUMA’s Kawaja and Firsthand.
* Databricks connects to Meta ads.
* Tinuiti wants a place in the agent stack.
* How to create trust signals, by Google.
* LLM developments: Mistral's latest model; Personal Agent Protocol; Anthropic funding startups.
* Debates: Agentic media buying with Brainlabs’ Daniel Gilbert.
* Pinterest’s tvScientific bet: intent meets AI.
* More: Apostra feature; Newton Research/RPA partnership; AI agents revenue 2027; WBD measuring; and Google's AI pitch.
Get tipsheet: tipsheet.ai/news/openx-human…
Today's tips for Wednesday, October 7.
* OpenX adds HUMAN signals to decisioning.
* Agentic ad platform pubX gets funds, acquires.
* Microsoft: Feed AI the full catalog.
* Advertising Week NY: LUMA’s Kawaja and Firsthand.
* Databricks connects to Meta ads.
* Tinuiti wants a place in the agent stack.
* How to create trust signals, by Google.
* LLM developments: Mistral's latest model; Personal Agent Protocol; Anthropic funding startups.
* Debates: Agentic media buying with Brainlabs’ Daniel Gilbert.
* Pinterest’s tvScientific bet: intent meets AI.
* More: Apostra feature; Newton Research/RPA partnership; AI agents revenue 2027; WBD measuring; and Google's AI pitch.
Get tipsheet: tipsheet.ai/news/openx-human…
Today's tips for Tuesday, October 6.
* OpenAI brings visual ads to ChatGPT.
* OpenAI builds the sales operation to scale ChatGPT Ads.
* TikTok applies AI across shopping, lead gen and campaign management.
* Google’s ad tech remedies could shape signals, routes AI buyers use.
* Apple reverses course on The Trade Desk bidder.
* Developments: OpenAI on EU text provenance; AI subscription analysis; Cohere’s North 2.
* More: Zeta Global buys GEO firm; AI-powered IP enforcement; Google Ads campaign localization; Instagram AI songs; and SMB AI marketing.
Get tipsheet: tipsheet.ai/news/visual-ads-…
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Today's tips for Monday, October 5.
* Agentic commerce strategy is all over the place. What happens to retail ads?
* Could Anthropic enter ad tech or martech?
* Apple tightens access to ad data, devices.
* YouTube prioritizes originality for Shorts reach.
* Criteo on tracking AI chatbot referrals.
* Developments: Airbnb CEO on AI agents; Meta AI leadership; Gemini model access, limits.
* More: AI creative production; GEO for cars; corporate rebrand; DMV data case tossed.
Get tipsheet: tipsheet.ai/news/ai-agents-b…
Today's tips for Monday, October 5.
* Agentic commerce strategy is all over the place. What happens to retail ads?
* Could Anthropic enter ad tech or martech?
* Apple tightens access to ad data, devices.
* YouTube prioritizes originality for Shorts reach.
* Criteo on tracking AI chatbot referrals.
* Developments: Airbnb CEO on AI agents; Meta AI leadership; Gemini model access, limits.
* More: AI creative production; GEO for cars; corporate rebrand; DMV data case tossed.
Get tipsheet: tipsheet.ai/news/ai-agents-b…
AppLovin thread
Where the money flows is the northstar, since that’s how we’re graded. Everything else is just noise.
Aggregate ROAS, for example, could decline simply because advertisers are seeing more incremental value than their MTA captures, giving them confidence to invest more. There’s also verticals with strong retention and customer lifetime values, which can make short term ROAS look weak even when the long term economics are compelling.
Either way, the market is massive, and as you said this is only part of the picture.
Ultimately, as always, the score will take care of itself.
Today's tips for Friday, October 2.
* LiveRamp: Customer audiences meet ChatGPT Ads.
* AppLovin vs. Unity: Competing ad platforms clash.
* LLM developments: Claude for Government, Amazon’s “Jev Killer,” Gemini 4 Argon.
* More: NY Advertising Week; attribution steers AI; Greta Garbo’s AI likeness; publisher antitrust claims; branded queries and AI Overviews.
Get tipsheet: tipsheet.ai/news/liveramp-ch…
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Today's tips for Thursday, October 1.
* unBoxed Q&A: Amazon brings AI into ad buying & shopping convos.
* Safari blocks Trade Desk’s ad delivery, putting infra control in focus.
* Mobile Dev Memo podcast: ChatGPT Ads’ automation bias.
* Google’s publisher payments for AI answers vary widely.
* Grocery AI assistants create new openings for brand influence in the basket.
* AppLovin urges advertisers to give AI a holiday head start.
* Runway closes the loop between AI video creative, ad performance.
* LLM developments: DoorDash ordering by text, Google’s SynthID Bio and possible Grok pricing changes.
* More: Tubi’s foundation model, Meta’s Business Agent docs, Kantar’s Microsoft AI case study and India’s AI ad rules.
Get tipsheet: tipsheet.ai/news/amazon-q4-b…
Today's tips for Thursday, October 1.
* unBoxed Q&A: Amazon brings AI into ad buying & shopping convos.
* Safari blocks Trade Desk’s ad delivery, putting infra control in focus.
* Mobile Dev Memo podcast: ChatGPT Ads’ automation bias.
* Google’s publisher payments for AI answers vary widely.
* Grocery AI assistants create new openings for brand influence in the basket.
* AppLovin urges advertisers to give AI a holiday head start.
* Runway closes the loop between AI video creative, ad performance.
* LLM developments: DoorDash ordering by text, Google’s SynthID Bio and possible Grok pricing changes.
* More: Tubi’s foundation model, Meta’s Business Agent docs, Kantar’s Microsoft AI case study and India’s AI ad rules.
Get tipsheet: tipsheet.ai/news/amazon-q4-b…
tipsheet.ai retweeted
Today's tipsheet interview for Wednesday, September 30.
In a conversation with tipsheet yesterday, @IndexExchange President and CEO @acasale lays out a case that programmatic advertising is entering another architectural shift. His argument is bigger than containerization: where computing and decisioning happen could reshape the economics of the open internet.
Topics covered include:
* Index Exchange’s evolution from SSP to neutral exchange
* Orchestration and the “dumb pipe”
* Containerization and the cost of compute
* Prediction: Every DSP will eventually containerize
* The performance advantage of seeing more supply
* Sell-side decisioning means choice
* Marketer-owned models as a new competitive advantage
* Publisher economics and closing the buy-side information gap
* Index Cloud’s path to becoming a larger business than media
* A future with more specialized and vertical DSPs
* The open internet’s path toward “walled garden” performance
Read: tipsheet.ai/technology/index…
