Understanding the AI opportunity in advertising and marketing. Sign-up: tipsheet.ai/

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Today's tips for Friday, June 12. * Amazon shares vision: Ads inside agentic commerce. * LLM developments: AI price wars; Anthropic and Google; SpaceX IPO. * Magnite launches orchestration layer. * P&G changes its mind on trust signals. * Walmart extends shopper graph to Google. * Steven Liss: Ad tech and LLM trends. * LiveRamp closing loop for ChatGPT marketers. * Viant helps publishers improve signal quality. * Signal: AI reveals hidden demand. * More: Digiday on AI ‘girlfriend ads'; WSJ on Meta ads; Sprinklr enters GEO space; Mediaocean adds AI agents; Teads EngageOS for publishers. Read: tipsheet.ai/news/amazon-ads-…
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Today's tips for Thursday, June 11. * Spectrum Reach wants machine-readable TV. * LLM developments: Visa, OpenAI partner; Anthropic's Dario Amodei on AI; Google's DiffusionGemma. * Amazon DSP adds attention targeting from Adelaide. * Amazon’s identity spine advantage. * LinkedIn pursues trust signals. * Perplexity tests the marketing stack. * Creative Agent bets on feedback loop promise. * Dentsu's 360i revival points to agencies’ smaller-team future. * Vidmob’s agent-accessible Vidmob360 intelligence platform. * More: Eric Seufert on WWDC and apps; Coca-Cola and AI; Equativ and SofiaPulse partner; Ads in NY get labeled. Read: tipsheet.ai/news/spectrum-re…
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Today's tips for Wednesday, June 10. * Meta extends ad signals beyond ads. * LLM developments: Claude Fable, Mythos 5; Apple’s Foundation Models; Gemini's Fluid. * StatSocial launches AI-powered audience research. * PubMatic builds for agentic media buying with Havas and Telefónica. * Hearst adds agents to audience intelligence. * Study: Visibility is not representation. * AI fears create agency opportunity, says Wall Street firm. * AI shopping’s value proposition — from eMarketer. * Ownership and infrastructure in the EU. * More: AI Max and brands; Nestlé on brands, AI: Jason Fairchild on performance models. Read: tipsheet.ai/news/meta-ai-sig…
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Agencies as AI beneficiary — write it down.
Investor jitters about the potential disruption caused by artificial-intelligence adoption has created a broad-based buying opportunity for the shares of European advertising agencies, according to Berenberg analysts. bloomberg.com/news/articles/…
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Today's tips for Tuesday, June 9. * InfoHawk bets on AI-era fraud prevention. * LLM developments: Apple's new AI capabilities; OpenAI's IPO; Amazon expands data centers. * Walmart’s omnichannel advantage. * Podcast: AI shopping could strengthen Amazon. * Snowflake customers want to own decisioning. * Accenture bets on creator intelligence. * MCPs reduce platform hopping/ * Trade Desk CEO Green: Focus on who's joining, not who’s leaving. * More: Ad tech and the cloud; OpenAI ad expansion; What AI slop says; Liftoff CEO post-IPO; John Battelle on OpenAI and ads. Read: tipsheet.ai/news/infohawk-fr…
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Today's tips for Monday, June 8. * Google weighs in on AEO and GEO. * LLM developments: Apple's AI-powered Siri assistant; ChatGPT superapp; Scarcity after AGI. * Publicis-LiveRamp: Learning-system acquisition? * Eric Seufert on AI and app proliferation. * Marketecture: Creating the loop for the fandom economy. * Explainer: Why AI needs audit trails — from Taboola. * Marketing operating model is changing, says David Edelman. * From Digiday: Chief AI Officers are temporary. * The Trade Desk COO adds CRO role in shuffle. * More: Email and AI research; Perplexity and publishers; 'AI Off The Rails'; Peer39 Acquires Adloox; Podcast with Yext CEO Mike Walrath. Read: tipsheet.ai/news/google-aeo-…
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Today's tips for Friday, June 5. * ChatGPT ads: Bring your product feed. * LLM developments: Anthropic on AI self-improvement; Pinterest and AWS; OpenAI's retro ads. * Somebody’s wrong: Dueling AI ad forecasts. * Outcome pricing is a royalty, says Satya Nadella. * Williamson: AI sees intent before ads do. * Google gives creators a profile. * AdCP governance leaders intro framework. * Ad tech IPO shows strength on Day 1. * Agents and composability will lead, says Erwin. * People moves: Yahoo DSP product exec joins Roblox. * Vibe's developer platform; Op-ed on OpenAI CMOs; Op-ed on AI transformation priorities. Read: tipsheet.ai/news/product-fee…
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Today's tips for Thursday, June 4. * Meta wants to “run your whole business”. * LLM developments: Amazon's new visual search features; OpenAI on AI governance; a new Google model. * Sell-side agent taking shape with InMobi, Scope3. * Google separates AI Search from Search. * ChatGPT ads in UK this week. * Kroger wants screens, not “Times Square.” * Magnite positions for the future — blog post. * Walmart is bringing in-store data to its graph. * Profound update: AI search moves closer to chatbot ads. * People Moves: Netflix and LoopMe make executive hires. * More: Sitecore buys GEO firm Scrunch; Horizon survey on AI Agents; TripleLift and Epsilon; IAB on commerce media’s next phase; WPP Media buying Google Search. Read: tipsheet.ai/news/meta-busine…
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Today's tips for Wednesday, June 3. * Microsoft rebuilds search for AI apps. * LLM developments: Microsoft's new AI models; Anthropic's Glasswing update; OpenAI expands Codex. * Stempeck: AI search moving 10x faster than programmatic. * Twitch exposes Amazon’s commerce graph limits. * Retail media and incremental ROAS. * Coca-Cola uses AI for marketing decisioning. * Positioning: Canva wants to own workflow. * ChatGPT’s Reddit ‘fanouts’ surge. * McDonald's pairs AI drive-thrus with transparency. * More: AI guardrails from James Deaker; Liftoff IPO closes in; Shoppable AI datasets; Google's Gemini use case; Possible parent sells to PE. Read: tipsheet.ai/news/microsoft-s…
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Today's tips for Tuesday, June 2. * PubMatic brings AI models into the auction. * LLM developments: Anthropic IPO filing; OpenAI on AWS; MiniMax M3. * Hightouch races to replace LiveRamp. * Google updates: Data API and Healtcare AI Mode ads. * Opinion: Agentic protocols promise transparency. * Amazon reduces data fees for Marketing Cloud. * Green highlights opportunity amid reset. * LLMs inside recommendation systems. * ChatGPT ads webinar from Pacvue. * Where value accrues in ad tech — LUMA’s Terence Kawaja. * Explainer: How embeddings work. * People moves: NYT Ads, OpenAI, Knower Tech. * More: Neutrality debate; McKinsey B2B survey; Meta AI account access issue; programmatic ads explainer. Read: tipsheet.ai/news/pubmatic-de…
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Today's tips for Monday, June 1. * McGrath: Magnite entering ‘new chapter.’ * LLM developments: OpenAI's Greg Brockman profile; OpenAI docuseries; Mistral's conference. * Use cases: Search and programmatic. * AppsFlyer: Incrementality gains momentum. * Amazon’s Signals, shopping and AI. * Meta beyond ads: subscriptions, AI, cloud services? * Reaction: Walmart shopper graph. * New ad category proposed: conversational intent. * Job opening: OpenAI formalizes GTM sourcing. * Heimlich: Private models vs. pooled intelligence. * More: Snowflake AI licensing deals; AI Max branded search controls; IAB Tech Lab on agents; Axios local news; CNN sues Perplexity. Read: tipsheet.ai/news/magnite-new…
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Today's tips for Friday, May 29. * Walmart extends shopper graph to Magnite, Yahoo DSP. * LLM developments: Anthropic updates Claude Opus; Agentic security startup gets funding; Model company valuation race. * James Borow on building the Universal Ads TV machine. * Measured brings incrementality data to MCP. * Report: OpenAI moves toward outcome-based ads. * Google highlighting sources in AI Search. * Analyst Eric Seufert’s “prosperous society” and AI. * IAB Tech Lab Summit: AAMP on AWS. * Prebid, Magnite leadership shifts. * More: Adform and Adsquare on ARTF; Agentic measurement op-ed; iSpot on AI and TV ads; B2B marketing and AI; AI brings Indian agency work in-house. Read: tipsheet.ai/news/walmart-yah…
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Today's tips for Thursday, May 28. * Roku joins the personalization race. * LLM developments: OpenAI on economic future; Google on AI security; Meta on subscriptions, AI. * CTV startup Olyzon announces funding. * Nova Studio’s Matt Barash on viewbotting as market distortion. * The TAM for chatbot ad networks. * More AI winners emerge? Snowflake earnings. * OpenAI bets on two CMOs. * Event: Meta says RecSys matters. * Meta’s Lattice model update targets apps, says New Street’s Dan Salmon. * OpenAI to self-serve advertisers: Set the pixel. * More: WSJ on The Trade Desk; AWS helps retailers with AI; Cadent's audience builder; AdRoll Launches MCP Server Read: tipsheet.ai/news/roku-person…
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Today's tips for Wednesday, May 27. * SpaceX is in the ads business because of AI. * LLM developments: Mistral AI aims at legal sector; Blockbuster IPOs; Big Four consulting and AI nightmares. * ‘Middlemen’: Marketers eye ChatGPT ad partners. * ‘Middlemen’: Omnicom eyes ad tech margins. * Podcast: Alphabet Inc. CEO Sundar Pichai on AI era. * Microsoft says publishers need AI bots. * Meta’s Manus AI deal unwind * Unity’s AI tech extends to Day 28. * People moves: OpenAI gets new CMO for Business; Dentsu adds VP of platforms. * More: Google commerce moves; Industry ad revenue projections; TV versus Pirated TV; Optimizely and Deloitte Digital partner. Read: tipsheet.ai/news/spacex-ai-a…
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Today's tips for Tuesday, May 26. * Launch: AppLovin’s new social app, Gist. * Launch: Meta’s new “Forum” app. * LLM developments: Anthropic updates on LLM dev; Pope Leo XIV on AI; The AI role for Meta’s Andrew Bosworth. * Marketecture: LiveRamp founder Auren Hoffman on Publicis-LiveRamp. * The ‘evolving’ definition of agentic commerce. * Are you in the “token path”? * AI use case: Ad operations. * CIMM research: Quality becomes a buying signal. * OpenAI heads to Cannes next month. * More: Brands on Google's new AI Mode; Meta wins location lawsuit; 10x-ing the media manager; WPP's AI boss on agents; Lipsman on agentic commerce 'reality check' Read: tipsheet.ai/news/applovin-me…
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AppLovin publishes Gist, a social media app mobiledevmemo.com/applovin-p…
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Today's tips for Friday, May 22. * Walmart: Sparky helps drive retail media growth. * LLM developments: Anthropic’s Code with Claude; Cursor revenues; OpenAI revenues. * OpenAI hires for enterprise ads marketing push. * Index: a content marketplace for agents. * The Economist prepares for agents. * Google edges into GEO optimization. * AI wants your product feed to close the loop. * ChatGPT referral update: More traffic. * Microsoft on AI, ads and transparency. * Explaining it: AdExchanger on programmatic auctions; Marketecture on agentic dollar flow. * People moves: Mediaocean adds new President/COO. * More: Meta expands brand safety partnerships; TikTok’s ‘agentic hub’ next month; Spotify's AI-powered Q&A; AI adoption and the data; WPP Media's new business momentum. Read: tipsheet.ai/news/walmart-spa…
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Today's tipsheet interview for Thursday, May 21. Nick Fox, Google's SVP, Knowledge & Information, spoke to tipsheet yesterday about Google’s evolving AI, advertising and commerce strategy, including: * Fox's highlight among this week's product announcements * Search vs. the Gemini app today * How Search and Gemini may differentiate in five years * The evolving role of the marketer * Is a commercial OS — of sorts — emerging from Google? * On preserving utility and trust as ads become more conversational * The AI agent future for commerce * Google's definition of agentic commerce * "Direct Offers" and merchandising versus ads * Universal Cart and the potential for ads * Google’s AI-generated creative with Asset Studio * Today and tomorrow: AI Max, Performance Max and Demand Gen Read: tipsheet.ai/news/google-nick…
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