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by MobileDevMemo
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On this week's episode of the podcast, I am joined by Michael Kaminsky, co-founder and co-CEO of Recast. We explore the rise of open-source Marketing Mix Modeling (MMM) tools and the challenges of measuring modern ad spend. Among other things, we discuss:Whether open-source MMM libraries like Robyn and Meridian are truly unbiased tools or subtle instruments for big tech self-gradingHow marketers can effectively evaluate the accuracy of MMM outputs through techniques like parameter recovery and predictive forecastingWhy smaller, performance-driven brands might actually find more value in last-touch attribution than in complex econometric modelingIf the inherent uncertainty in MMM estimates makes them fundamentally incompatible with the fast-paced feedback loops of digital advertisingWhat role generative AI and large language models play in democratizing access to sophisticated marketing data science analysisWhen a brand should transition from simple attribution methods to a multi-layered approach involving incrementality and econometric modelingHow the shift toward CTV and non-trackable channels is forcing a resurgence in probabilistic measurement frameworks like MMMThanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:INCRMNTAL. True attribution measures incrementality, always on.Xsolla. With the Xsolla Web Shop, you can create a direct storefront, cut fees down to as low as 5%, and keep players engaged with bundles, rewards, and analytics.Branch. Branch is an AI-powered MMP, connecting every paid, owned, and organic touchpoint so growth teams can see exactly where to put their dollars to bring users in the door and keep them coming backInterested in sponsoring the Mobile Dev Memo podcast? Contact Mobile Dev Memo advertising.The Mobile Dev Memo podcast is available on:SpotifyYouTubeApple Podcasts
On this week's episode of the podcast, I am joined by Ananya Sen and Saharsh Agarwal to discuss their research on the impact of Google's AI Overviews on web publisher traffic. We explore the results of their field experiment, currently in pre-print, which utilized a custom browser extension to measure how generative search results influence outbound clicks and user satisfaction. The results of the field experiment suggest a significant reduction in traffic for certain queries, challenging the narrative that these interfaces only filter out low-quality interactions. We dive into the implications for the broader web ecosystem, including the risks posed to smaller publishers and the role of data licensing deals. Among other things, we discuss:How generative search interfaces might fundamentally alter the symbiotic relationship between search engines and the publishers who provide their dataWhether the removal of low-quality clicks truly compensates publishers for the overall decline in traffic driven by AI-generated summariesWhat happens to smaller publishers when major outlets secure exclusive data licensing deals that prioritize their content in search resultsWhy AI Mode represents a potential endpoint for search that could essentially eliminate outbound traffic for a majority of queriesWhether the long-tail of the internet can survive a transition where search engines become information destinations rather than mere conduitsThanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:INCRMNTAL. True attribution measures incrementality, always on.Xsolla. With the Xsolla Web Shop, you can create a direct storefront, cut fees down to as low as 5%, and keep players engaged with bundles, rewards, and analytics.Branch. Branch is an AI-powered MMP, connecting every paid, owned, and organic touchpoint so growth teams can see exactly where to put their dollars to bring users in the door and keep them coming backInterested in sponsoring the Mobile Dev Memo podcast? Contact Mobile Dev Memo advertising.The Mobile Dev Memo podcast is available on:SpotifyYouTubeApple Podcasts
On this week's episode of the podcast, I am joined by Tricia Han, CEO of Mistplay, and Sampsa Jaatinen, Chief Data and AI Officer at Mistplay, to explore the rapidly evolving world of rewarded user acquisition. We dive into how the rewarded model has matured from a niche Android-focused strategy into a primary growth engine for mobile gaming across both major platforms. Among other things, we discuss:Why rewarded user acquisition has moved from a niche tactic to a cornerstone of modern mobile gaming growth strategiesHow the shift in Apple's App Store policies regarding incentivized installs has created a new frontier for iOS developersWhether the rich behavioral data sets generated by rewarded platforms provide a significant competitive advantage over traditional ad networksWhat role machine learning and reinforcement learning play in optimizing the timing and nature of user rewards and recommendationsIf the play-and-earn philosophy can be successfully exported to non-gaming industries like retail, finance, and quick-service restaurantsHow the blurring lines between mobile and console gaming will influence the way platforms compete for limited user attentionWhen the industry will fully realize the potential of direct-to-consumer web shops coupled with highly personalized reward mechanismsThanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:INCRMNTAL. True attribution measures incrementality, always on.Xsolla. With the Xsolla Web Shop, you can create a direct storefront, cut fees down to as low as 5%, and keep players engaged with bundles, rewards, and analytics.Branch. Branch is an AI-powered MMP, connecting every paid, owned, and organic touchpoint so growth teams can see exactly where to put their dollars to bring users in the door and keep them coming backInterested in sponsoring the Mobile Dev Memo podcast? Contact Mobile Dev Memo advertising.The Mobile Dev Memo podcast is available on:SpotifyYouTubeApple Podcasts
We discuss the transition of AI-native applications toward ad-supported monetization models. Among other things, we cover:Whether AI-native apps will follow the mobile gaming trajectory by adopting hybrid monetization models to reach massive global audiencesHow the high operational costs of AI inference necessitate a move toward ad-supported tiers to maintain sustainable profit marginsWhy the granular intent signals captured in LLM conversations offer a superior alternative to traditional search-based advertising targeting mechanismsWhat new native ad formats will emerge to integrate seamlessly into AI workflows without disrupting the core user experienceWhen the venture capital funding environment will demand more disciplined monetization strategies from AI startups over pure user growthHow established ad-tech infrastructure from the mobile gaming era can be adapted to serve the unique needs of AI developersThanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:INCRMNTAL. True attribution measures incrementality, always on.Xsolla. With the Xsolla Web Shop, you can create a direct storefront, cut fees down to as low as 5%, and keep players engaged with bundles, rewards, and analytics.Branch. Branch is an AI-powered MMP, connecting every paid, owned, and organic touchpoint so growth teams can see exactly where to put their dollars to bring users in the door and keep them coming backInterested in sponsoring the Mobile Dev Memo podcast? Contact Mobile Dev Memo advertising.The Mobile Dev Memo podcast is available on:SpotifyYouTubeApple Podcasts
The Prosperous Society is a three-hour, four-part series by Eric Seufert of Mobile Dev Memo that explores the political economy of artificial intelligence, grounded in the liberal tradition of the Western canon.Framed as an extended response to John Kenneth Galbraith's The Affluent Society, which serves as the intellectual foil for the series, The Prosperous Society makes the case that AI is not principally a story about intelligence, but about economics: it represents a progressive technological revolution that shifts the binding constraint on economic growth from production to distribution. In doing so, it redefines the role of digital advertising as the coordination infrastructure of an increasingly personalized economy.Last summer, when I began outlining The Prosperous Society, I set out to write an economic defense of artificial intelligence to serve as ballast for more pessimistic narratives. It was originally intended to be a short book. I pivoted to the podcast format when those narratives reached fever pitch earlier this year because I wanted to respond quickly and release new episodes on a regular cadence. But The Prosperous Society evolved into something broader: a defense of liberal political economy in the age of artificial intelligence.Over the course of three hours, I develop that thesis through four linked but distinct arguments:Part 1: Why AI makes distribution more important than production.Part 2: Why autonomous commerce is a false ideal.Part 3: Why personalization changes the economics of the long tail—and of identity itself.Part 4: Where the moral boundary lies between AI that expands freedom and AI that robs us of it.If the series succeeds, I hope it provides a rigorous intellectual case for why AI, if properly constrained and thoughtfully applied, can reaffirm the liberal tradition of Western political economy while helping to usher in one of the great periods of economic expansion in human history.
On this week's episode of the podcast, I am joined by Garrett Johnson and Shunto Kobayashi, professors at Boston University who have co-authored a paper titled "Can privacy technologies replace cookies? Ad revenue in a field experiment." The paper quantifies the impact of Google's Privacy Sandbox on publisher revenue, user experience, and market competition through a field experiment conducted in collaboration with Raptive, a digital advertising management platform.Our conversation highlights the specific challenges faced by the digital advertising ecosystem as it moves away from traditional identifiers and toward a new, more restrictive privacy regime. Among other things, we discuss:How the loss of third-party cookies specifically affects regional markets with stricter privacy regulations like the European UnionIf the adoption of privacy-enhancing technologies like the Privacy Sandbox could truly bridge the revenue gap created by the deprecation of cookiesWhat role browser vendors should play in establishing technical guarantees that satisfy both regulators and advertising stakeholdersWhy the industry tends to respond to identity restrictions by developing more complex identifiers instead of contextual alternativesWhen the concentration of traffic toward larger platforms will reach a tipping point for small-scale content creatorsHow the removal of personalization features on platforms like YouTube serves as a blueprint for future privacy-driven market shiftsWe also cover another paper by Garrett Johnson, "COPPAcalypse? The Youtube Settlement's Impact on Kids Content."Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:INCRMNTAL. True attribution measures incrementality, always on.Xsolla. With the Xsolla Web Shop, you can create a direct storefront, cut fees down to as low as 5%, and keep players engaged with bundles, rewards, and analytics.Branch. Branch is an AI-powered MMP, connecting every paid, owned, and organic touchpoint so growth teams can see exactly where to put their dollars to bring users in the door and keep them coming backInterested in sponsoring the Mobile Dev Memo podcast? Contact Mobile Dev Memo advertising.The Mobile Dev Memo podcast is available on:SpotifyYouTubeApple Podcasts
On this week's episode of the podcast, I am joined by Olivia Kory, the CMO of Haus, to discuss the recent $1BN investment in AppsFlyer by Meta, Google, Unity, and Moloco, and the shifting landscape of mobile measurement it portends. We explore the strategic motivations behind major ad platforms banding together to ensure measurement neutrality and how the industry is moving toward more sophisticated incrementality models. Among other things, we discuss:Why a consortium of major ad platforms decided to invest in a major mobile measurement partner at this timeHow the tension between platform-owned measurement tools and independent third-party services will influence advertiser trust moving forwardWhether the failure of Apple’s SKAdNetwork to provide actionable insights has forced the industry back toward traditional attributionIf the entry of private equity into the measurement space changes the long-term incentives for data neutrality and transparencyWhat the rise of connected television as a performance channel reveals about the limitations of current mobile measurement frameworksWhen advertisers should prioritize long-term incrementality testing over the immediate gratification of last-click attribution data in their dashboardsWhether the consolidation of ad tech assets under single entities creates a conflict of interest that ultimately hurts performanceThanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:INCRMNTAL. True attribution measures incrementality, always on.Xsolla. With the Xsolla Web Shop, you can create a direct storefront, cut fees down to as low as 5%, and keep players engaged with bundles, rewards, and analytics.Branch. Branch is an AI-powered MMP, connecting every paid, owned, and organic touchpoint so growth teams can see exactly where to put their dollars to bring users in the door and keep them coming backInterested in sponsoring the Mobile Dev Memo podcast? Contact Mobile Dev Memo advertising.The Mobile Dev Memo podcast is available on:SpotifyYouTubeApple Podcasts
On this week's episode of the podcast, I am joined by Venkat Prabhu, Director of Product for Shop Campaigns at Shopify, to discuss the platform's evolution into a comprehensive marketing operating system for eCommerce merchants. We explore the major announcements from Shopify's Spring Editions, specifically focusing on how the platform leverages commerce data and AI to simplify advertising for businesses of all sizes. Among other things, we discuss:How AI-driven automation empowers small businesses to participate in the digital marketing ecosystemWhether centralized platforms like Shopify can solve the persistent problem of cross-channel attributionIf risk-free advertising models will become the standard for merchants entering the digital economyWhy the integration of commerce data into advertising algorithms creates a unique competitive moatWhat happens when a commerce platform evolves into a holistic marketing operating systemHow deep integration with AI agents like ChatGPT will redefine discovery for online shoppersThanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:INCRMNTAL. True attribution measures incrementality, always on.Xsolla. With the Xsolla Web Shop, you can create a direct storefront, cut fees down to as low as 5%, and keep players engaged with bundles, rewards, and analytics.Branch. Branch is an AI-powered MMP, connecting every paid, owned, and organic touchpoint so growth teams can see exactly where to put their dollars to bring users in the door and keep them coming backInterested in sponsoring the Mobile Dev Memo podcast? Contact Mobile Dev Memo advertising.The Mobile Dev Memo podcast is available on:SpotifyYouTubeApple Podcasts
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