







I started calling online advertising a bubble in 2008. I made “The Advertising Bubble” a chapter in The Intention Economy in 2012. I’ve been unpacking what I figure ought to be ob…
'We're in a Bubble'
A lot of people have been saying we’re in a tech bubble for quite some time. Someday they’ll be right, but in the meantime, I thought it'd be fun to look back at some articles from the last 10...
New Research: Is an Ad-Supported Internet Feasible in Emerging Markets? | The Mozilla Blog
Fresh research conducted by Caribou Digital and funded by Mozilla explores digital advertising models in the Global South — whether they can succeed, and

What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.

Dare Obasanjo (@carnage4life@mas.to)
The decline of the advertising supported internet is inevitable yet sad. Tech has been unique in being an equalizer. A poor Nigerian kid, a techie in the US or Jeff Bezos all used the same apps and websites. Now many charge $5-$15 per month creating a huge financial divide. Online advertising is a progressive form of taxation as the rich, mostly US-based consumers who buy goods & services from ads subsidized the internet for everyone else. We now live in the flat tax version of the internet.
Can We Ever Know If Online Advertising Really Works?
In the summer of 2003, Viacom executive Mel Karmazin managed to sum up old media’s horror of the Internet with one of business lore’s greatest vulgar...

“You Will:” A Macroeconomic Analysis of Digital Advertising
Abstract. An information-based model is developed where traditional and digital advertising finance the provision of free media goods and affect price comp

The $2.43 Billion Question: Podcast Advertising in 2024
An immersive data story exploring podcast advertising trends and the breaking point where ads drive audiences away.
The AI bubble isn’t new — Karl Marx explained the mechanisms behind it nearly 150 years ago
OpenAI CEO Sam Altman’s warning of an AI bubble highlights a deeper economic problem: capitalism is producing more capital than it can profitably invest.

GDPR will pop the adtech bubble
In The Big Short, investor Michael Burry says “One hallmark of mania is the rapid rise in the incidence and complexity of fraud.” Based on that assumption, Burry shorted the mania- and …

Attention Is All You Need #2: This Time Is Different
What can we learn from the 2007 Global Financial Crisis and the 1990’s dot-com bubble?

People Loved the Dot-Com Boom. The A.I. Boom, Not So Much.
Tech leaders are beginning to worry about the public’s underwhelming enthusiasm for their plans to remake the world with artificial intelligence. Will that burst the bubble?

AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value

AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value

ChatGPT ads are becoming a real business - Sensemaker
OpenAI says its ad business reached a $1 billion annualized run rate in under 200 days. The bigger shift is what conversation context is becoming.

The State Of The $1.7 Trillion AI Bubble: The End Of Thinking
Writing is thinking and thinking is understanding. Like understanding that the AI bubble has been around for a long time and that it's better to call it the data bubble.
