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Beyond the Banner: Rethinking Advertising Economics for the Age of AI Assistants

Beyond the Banner: Rethinking Advertising Economics for the Age of AI Assistants

As AI becomes our primary gateway to information, the debate shifts from eliminating ads to designing ethical attention markets. This deep dive explores how dealer, broker, and auction models define today's ad landscape—and why AI assistants demand fundamentally new approaches to balancing user value, creator economics, and innovation.
Zuckerberg's GDP Gamble: Can AI Truly Reshape Advertising's Economic Footprint?

Zuckerberg's GDP Gamble: Can AI Truly Reshape Advertising's Economic Footprint?

Meta CEO Mark Zuckerberg claims AI will significantly expand advertising's share of global GDP. We dissect the economic history and inherent constraints that make this assertion both provocative and highly questionable, examining why advertising has remained stubbornly at ~2% of GDP for a century despite technological revolutions.
India Surpasses China as Top US Smartphone Supplier Amid Tariff-Driven Supply Chain Shakeup

India Surpasses China as Top US Smartphone Supplier Amid Tariff-Driven Supply Chain Shakeup

India has overtaken China for the first time as the leading source of US smartphone imports, capturing 44% market share in Q2—a dramatic surge fueled by Apple's strategic pivot and escalating tariffs. This shift highlights a broader realignment in global tech manufacturing, even as Meta's earnings reveal how AI is transforming advertising without displacing agencies.