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VOICE ARCHIVE

Ari Paparo

@aripap
34 posts
2026-01-12
This seems very important from Google. First real agentic ad unit at scale. The offer in the ad is only offered when the agent thinks it will convert.
2026-01-12 View on X
TechCrunch

Google unveils the Universal Commerce Protocol (UCP), an open standard that lets AI agents work across customer buying processes, from discovery to support

Google today announced a new open standard, called the Universal Commerce Protocol (UCP) for AI agent-based shopping, at the National Retail Federation (NRF) conference.

This seems very important from Google. First real agentic ad unit at scale. The offer in the ad is only offered when the agent thinks it will convert.
2026-01-12 View on X
Financial Times

Google introduces new personalized ads in its Gemini-powered AI Mode, letting advertisers offer exclusives for users preparing to buy a product

Tech giant moves to gain an edge in race to monetise popular AI tools  —  Google is introducing new personalised advertising …

2025-11-22
Just got out of closing arguments at the Google DOJ AdTech trial. My main takeaway is the judge showed a lot of skepticism about the timing and benefits of an AdX spin out. Enough to sway me it's not going to happen. Newsletter will come out this evening.
2025-11-22 View on X
New York Times

A US judge is expected to rule next year on breaking up Google's ad tech monopoly, after the DOJ and Google delivered closing arguments in a remedies hearing

Judge Leonie M. Brinkema is on the clock.  —  The federal judge, who sits on the U.S. District Court for the Eastern District of Virginia …

2025-11-05
@eric_seufert Seems like “always bet against Perplexity” is also a good strategy
2025-11-05 View on X
Bloomberg

Amazon sues Perplexity, accusing it of computer fraud, after sending a cease-and-desist letter demanding it stop letting Comet make purchases on users' behalf

Amazon.com Inc. is suing Perplexity AI Inc. to try and stop the startup from helping users buy items on the world's largest online marketplace …

2025-05-02
@eric_seufert Do you think web transactions will become the norm or just for the best and most sophisticated like Netflix and Spotify?
2025-05-02 View on X
9to5Mac

Apple updates its App Store Guidelines to comply with a US judge's April 30 Epic injunction, letting app developers link to external payment methods in the US

Apple has officially updated the App Store Guidelines to comply with yesterday's injunction handed down in its legal case with Epic Games.

@eric_seufert Do you think web transactions will become the norm or just for the best and most sophisticated like Netflix and Spotify?
2025-05-02 View on X
The Verge

Apple approves a Spotify iOS app update that lets US customers use other payment options beyond Apple's payment system; Patreon said it plans to do the same

or if — Apple approves the update.  —  www.theverge.com/news/659891/ ... Jay Peters / @jaypeters.net : Following yesterday's major Epic v. Apple ruling, Patreon tells me that it wi...

2025-04-17
I can't find the ruling or any official press release from the DOJ. So far: ✅ Yes, a monopolist ❌ One aspect was dismissed, but which one!? Likely the accusation that Google Ads has a monopoly, which was the weakest part of the case 🤷‍♂️ No remedies yet? I thought we were
2025-04-17 View on X
New York Times

A US judge says Google acted illegally to maintain a monopoly in some online advertising tech, the second time in a year a court found Google acted illegally

The ruling was the second time in a year that a federal court had found that Google had acted illegally to maintain its dominance.

Google is an ad tech monopoly! Ruling from Virginia is out. I'm going to 🧵 this as I read it...
2025-04-17 View on X
New York Times

A US judge says Google acted illegally to maintain a monopoly in some online advertising tech, the second time in a year a court found Google acted illegally

The ruling was the second time in a year that a federal court had found that Google had acted illegally to maintain its dominance.

OK I got a copy. Court rejects Google's market definition argument, that all advertising transactions are one big market, and instead finds publisher ad servers are a distinct market: [image]
2025-04-17 View on X
New York Times

A US judge says Google acted illegally to maintain a monopoly in some online advertising tech, the second time in a year a court found Google acted illegally

The ruling was the second time in a year that a federal court had found that Google had acted illegally to maintain its dominance.

2024-12-20
My hot take is they realized policing this was impossible and it ended up giving them legal liability since they were selectively enforcing policies.
2024-12-20 View on X
The Guardian

The UK ICO criticizes Google as “irresponsible” after the company announced plans to let advertisers employ fingerprinting techniques from February 16, 2025

ICO says allowing advertisers to track digital ‘fingerprints’ will undermine consumers' control over information

2024-07-23
Google has been trying to remove third-party cookies for longer than Biden has been in office, but at least Biden has a back-up plan.
2024-07-23 View on X
Digiday

Google says it won't be “deprecating third-party cookies” in Chrome and will instead keep working on “privacy-preserving alternatives” via Privacy Sandbox APIs

After much back and forth, Google has decided to keep third-party cookies in its Chrome browser.

My guess is they're going to slowly move from opt out of third-party cookies, to recommending blocking to users, then eventually to opt in only.
2024-07-23 View on X
Digiday

Google says it won't be “deprecating third-party cookies” in Chrome and will instead keep working on “privacy-preserving alternatives” via Privacy Sandbox APIs

After much back and forth, Google has decided to keep third-party cookies in its Chrome browser.

2024-04-25
Biggest ad news of the year
2024-04-25 View on X
The Verge

President Biden signs the ByteDance-TikTok divest-or-ban bill into law, after the Senate passed it by 79-18; the House passed the legislation 360-58 on April 20

The divest-or-ban bill is now law, starting the clock for ByteDance to make its move.  The company has an initial nine months …

2023-06-28
Here's the white-paper with methodology: https://adalytics.io/... Interested if people have opinions, Really appreciate the transparency here.
2023-06-28 View on X
Wall Street Journal

Adalytics: ~80% of Google's video ad placements on third-party sites violated the company's promised standards between 2020 and 2023; Google disputes the claims

About 80% of Google's video-ad placements on third-party sites violated promised standards, new research shows; Google disputes claims

A lot of people have sent me this. First reaction: I had no idea YouTube did audience extension. Second reaction: Seems bad for pMax. Third reaction: Even Google can't police video for quality in open web. https://twitter.com/...
2023-06-28 View on X
Wall Street Journal

Adalytics: ~80% of Google's video ad placements on third-party sites violated the company's promised standards between 2020 and 2023; Google disputes the claims

About 80% of Google's video-ad placements on third-party sites violated promised standards, new research shows; Google disputes claims

2023-06-15
EU finds Google abuses ad tech monopoly and recommends divestiture. The statement from the EU doesn't say exactly what would need to be divested, but presumably GAM and AdX. https://ec.europa.eu/... https://twitter.com/...
2023-06-15 View on X
The Verge

The European Commission issues a preliminary view in its antitrust investigation of Google and suggests the company divest its ad business; Google can now reply

2023-02-10
Two SSPs down in one week. First EMX, now Yahoo. Although technically Yahoo had like 4 separate SSPs: https://www.axios.com/...
2023-02-10 View on X
Axios

Yahoo plans to lay off 20%+ of its workforce and restructure its ad tech unit, impacting 50%+ of the unit, or 1,600+ people; CEO says the cuts are “strategic”

More than 1600 employees will be impacted — 50% of Yahoo's ad tech unit being cut https://www.axios.com/... Matt Barash / @mjbarash : The buy side (DSP) play probably wasn't on a t...

2023-02-01
I used to think the worst job in tech was PR at Meta. Now I think it is IR at Snap.
2023-02-01 View on X
CNBC

Snap reports Q4 revenue flat YoY at $1.3B, vs. $1.31B est., DAUs up 17% YoY to 375M, and a $288M net loss, vs. $23M in net income YoY; stock drops 14%+

whatever their other merits, which may actually be good overall —have been dire for Snap: In the past 4 March quarters, it grew between 38 and 66 per cent, year-on-year. Now, growt...

2022-07-14
Huge underdog win for MSFT (and @xandr!). I'm going to bet that experience with global sales was a big plus as they represent MSN inventory throughout Europe and other geos. https://twitter.com/...
2022-07-14 View on X
The Verge

Netflix names Microsoft as its “global advertising technology and sales partner” for its upcoming ad-supported streaming tier, rumored to arrive later in 2022

Morning War & Peaceniks!!  Welcome to our BREAKING NEWS Q&A edition! Evann Gastaldo / Newser : Netflix Has More News on Ad-Supported Tier Rik Henderson / Pocket-lint : Netflix's ad...

2022-01-15
WSJ reporting on various Google auction manipulations. I've read this part ten times and don't get it. I *think* what they mean is that the 1st price bid was ignored and instead the 2nd would win but without any reduction. https://www.wsj.com/... https://twitter.com/...
2022-01-15 View on X
Wall Street Journal

State AGs' lawsuit alleges Google misled publishers and advertisers for years about ad pricing by deflating sales for some while increasing prices for buyers

Details show Google employees fretting its ad tech auctions were ‘untruthful’ and based in ‘insider information’