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[tipsheet.ai @tipsheetai]

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: https://t.co/pcSL0By6iv

[tipsheet.ai @tipsheetai]

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: https://t.co/pcSL0By6iv

[tipsheet.ai @tipsheetai]

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: https://t.co/MFjgQ78O9w

[tipsheet.ai @tipsheetai]

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: https://t.co/eV76glnEKc

[tipsheet.ai @tipsheetai]

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: https://t.co/rhwDFCcqC2

[tipsheet.ai @tipsheetai]

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: https://t.co/2iqhEqU0DL

[tipsheet.ai @tipsheetai]

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: https://t.co/I8M7OVvmaY

[tipsheet.ai @tipsheetai]

@elonmusk Can X + Grok surpass OpenAI in advertising revenue?

Interesting dynamic emerging: both companies appear to be targeting roughly $2-2.5B in annual ad revenue this year.

[tipsheet.ai @tipsheetai]

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: https://t.co/V7TxqiARz3

[Eric Seufert @eric_seufert]

AppLovin publishes Gist, a social media app https://t.co/iLTnUNMj6z

[tipsheet.ai @tipsheetai]

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: https://t.co/BlGsN3Ix2O

[tipsheet.ai @tipsheetai]

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: https://t.co/VcCZIdgBOO

[tipsheet.ai @tipsheetai]

Today's tips for Wednesday, May 20.

* Google I/O: CEO Pichai makes clear that agents have arrived.
* Google I/O: ‘Google Search is AI Search,’ says Search VP Reid.
* Google I/O: Universal Cart, Google’s open web shopping cart.
* LLM developments: OpenAI Guaranteed Capacity; Mistral buys Austrian physics AI startup; Gemini for science.
* Roku adds creator content to tech platform.
* Opinion: The accountability gap in agentic AI.
* Meta playbook for ad campaign testing.
* Peer39 CEO: Is CTV ready for its entrance?
* The AI learning loop expands.
* New startup merges voice talent with AI.
* People moves: Paramount adds AI leader.
* More: Marketecture's Ari Paparo on writing VAST and more; X's AI ads pitch deck; Chalice partners with SSP Eqautiv; Bluefish COO on Google Search guidance; Mutinex launches self-serve for MMM.

Read: https://t.co/uORIvLdHxe

[tipsheet.ai @tipsheetai]

Today's tips for Tuesday, May 19.

* Kovva: making agents for media buying efficiency.
* LLM developments: Cloudflare on Anthropic's Mythos; OpenAI and Dell; Anthropic acquires Stainless.
* Meta MCP server’s early friction — from Ad Age.
* Amazon reduces affiliate payments to publishers.
* Eric Seufert: Personalization + AI-generated creative
* Publicis Groupe CEO Arthur Sadoun on ‘LiveRamp + Publicis’.
* More reaction: Publicis buys LiveRamp.
* Research: Know what the consumer says to an agent.
* Cheap traffic is disappearing.
* More: Comscore March 2026 AI chatbot usage; Baidu AI sales eclipse legacy ads; Canva on AI and consumer trust; OpenAI sued for allegedly disclosing queries; Ian Whittaker on ad tech.

Read: https://t.co/WowJ7JJb2H

[Eric Seufert @eric_seufert]

Amazon’s advertising advantages

To the extent that consumers detect the AI-generated nature of ads — or even care about the provenance of ads in the first place — through genericity or contextual irrelevance, Amazon is certainly well-positioned to mitigate that penalty through deterministic, impression-level personalization to a degree that few other platforms can match.

https://t.co/zHVT9vE8VC

[tipsheet.ai @tipsheetai]

Today's tips for Monday, May 18.

* Publicis Groupe buys LiveRamp for federated future.
* LLM developments: OpenAI leadership changes; Salesforce CEO Marc Benioff on AI costs; Meta Ray-Ban update.
* Industry reaction: Publicis buys LiveRamp.
* eMarketer on ChatGPT’s U.S. consumer momentum.
* A conversion API (CAPI) for linear TV.
* Podcast: Making an AI startup for ads — with Trade Desk, Chalice AI execs.
* Recent industry opinions abound on AI and the sell-side.
* People moves: Media[dot]net and Yahoo DSP add executives.
* More: The brands winning at AI; Mike Shields on YouTube creator ads; New AI search tips from Google; Marketing platform raises $30 million; Pacvue's MCP server.

Read: https://t.co/EI7AVdxCFi

[tipsheet.ai @tipsheetai]

Video: Publicis on its $2.2 billion acquisition of LiveRamp
https://t.co/bue2AXtaTv

[tipsheet.ai @tipsheetai]

Today's tips for Friday, May 15.

* Screenshot: ChatGPT ads may be going programmatic.
* LLM developments: Anthropic on AI leadership; OpenAI suing Apple; Universities betting on AI.
* Meta ad revenue projections, according to WARC.
* Adform rolls out agent-accessible platform strategy.
* Amazon says no more Selling Partner API fees.
* StackAdapt: OpenAI turns on the spigot for ChatGPT ads.
* Lauren Wetzel: AI turns clean rooms into intelligence infra.
* New campaign data standards from IAB.
* Google AI search query reporting changes.
* Former retail media lead joins Thrad as Chief Commercial Officer.
* More: eMarketer's AI Visibility Index; Emerging tech trends for brands; Chat ads and brand safety; End of the martech stack; Checkout and AI.

Read: https://t.co/zsJSYLZGsj

[tipsheet.ai @tipsheetai]

Today's tips for Thursday, May 14.

* Condé Nast CEO Roger Lynch plans for search referral extinction.
* Amazon unifies AI assistant strategy.
* First-party data matters even more, says Assembly’s Dan Roberts.
* YouTube uses AI to package live-event inventory.
* Amazon Ads’ Alan Moss: Prime Video engagement rises.
* BranchLab raises $26M to modernize pharma marketing.
* Adweek reports TikTok welcomes AI agents.
* More: Shopify study; Firsthand and native ads; Email and AI; IAB Tech Lab APIs; AppLovin's MCP beta.

Read: https://t.co/BAfnPdOcBm

[tipsheet.ai @tipsheetai]

Q&A: @vibedotco improves CTV bidding with AI and Keanu 3.0
https://t.co/Qpd3yyyzdh