Writing on architecture, attribution, and operating discipline.
May 24, 2026
Publicis paid $2.2 billion for the substrate. The operator question is which deterministic layer you own.
Publicis bought LiveRamp for $2.2B to feed Marcel. That's the holding-company tier publicly pricing a thesis operators have been building toward for two years.
May 15, 2026
When the model labs ship your agents, the moat moves elsewhere
Anthropic just shipped ten finance-agent templates and a managed runtime. The interesting question isn't whether you're ahead. It's what survives commoditization.
May 8, 2026
What Meta passing Google means for measurement stacks built on Google's gravity
Meta overtaking Google in ad revenue isn't a horse-race story. It's a structural argument that the measurement stack most marketers built fifteen years ago is now under-resourced for the world they're actually in.
May 4, 2026
Build, don't buy: how we architected AIMG's marketing intelligence stack
Why three layers — AiTRK, Atrilyx, and the Atrilyx Agent — beat any single off-the-shelf attribution tool, and what we learned in the process.