Marketecture: Get Smart. Fast.

Ari Paparo and Eric Franchi sit down with MoPub and MAX founder Jim Payne to unpack his new company CloudX, how “monetization as code” lets mobile publishers manage their entire ad stack in files that AI can edit, why he teamed up with Meta on a secure auction using trusted execution environments, and what all of this means for SDK complexity, mobile vs desktop, AppLovin, performance TV, retail media, and the next wave of ad tech. Takeaways CloudX lets mobile publishers manage their ad stack as code. Jim built CloudX with Meta to power a more secure mobile auction. Line items and targeting live in files instead of spreadsheets. Trusted execution environments keep bidder data locked down. AI agents can now traffic ads and tweak setups automatically. Jim looks back on Mopub, Max and big outcomes for early teams. The crew also breaks down Pinterest TV Scientific and other ad tech news. Chapters 00:00 Intro and why Jim finally joins. 02:10 Jim’s path through Mopub, Max and Meta. 06:00 What monetization as code actually means. 11:30 How AI agents can traffic ads. 15:00 Secure auctions and why Meta cares. 20:30 Why messy mobile stacks need flexibility. 27:00 Jim on AppLovin and mobile versus desktop. 33:30 Jim Payne legends and big career bets. 44:00 Pinterest buys tvScientific news reaction. 52:00 DSP fees, CTV buying and meta layers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Olivia Kory, Chief Strategy Officer from Haus, walks through an 18-month review of 640 incrementality tests run by Haus to compare Meta’s Advantage+ campaigns with manual setups. She explains the shift from hands-on targeting to AI-led buying, why incrementality matters more than platform-reported conversions, and how Geolift holdouts estimate true lift without user-level data. The results show a strong overall impact from Meta, but mixed performance from Advantage+ versus manual, along with signs that mid-funnel optimization can change outcomes. She ends with practical cautions on interpreting automation results and the need to test by brand. Takeaways Incrementality testing helps separate real lift from conversions that would have happened anyway. Meta tends to deliver measurable lift quickly, though attribution settings change what you see. Advantage+ performs inconsistently against manual campaigns and can skew toward low funnel intent. Mid-funnel signal engineering may broaden reach and improve omnichannel effects, but needs validation. Chapters 00:00 Overview of the research question on AI buying and outcomes. 03:10 How Meta buying moved from manual controls to automated setups. 06:05 Why incrementality matters more than reported conversions. 09:00 Geolift holdout method and cross-channel measurement. 12:10 What the wider Meta test set shows about lift and timing. 16:05 Advantage+ versus manual results and efficiency gaps. 19:20 Possible reasons for the Advantage+ pattern and open questions. 21:10 Signal engineering and mid-funnel optimization approach. 24:20 Final cautions and how to apply testing to your own brand. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matthew Goldstein joins Ari Paparo and Eric Franchi to break down how AI is reshaping publishing, why traffic declines are less scary than content theft, and what it will take for publishers to get paid in an agentic future. They dig into licensing deals, bot blocking, Microsoft’s content marketplace, and the idea of a real-time exchange for fresh, metadata-rich articles. The conversation also hits Google’s growing advantage, OpenAI’s code-red moment, and what all of this means for ads, agencies, and where digital media revenue goes next. Takeaways Publishers are more focused on getting compensated for AI training and retrieval than on raw traffic drops. Bot blocking is rising, but without a shared, reliable block list, it stays messy and uneven. Content marketplaces only work if buyers show up, and right now sellers massively outnumber demand. A split web is coming: humans browse homepages, while agents pull content at scale from trusted sources. Google’s integrated ecosystem gives it a structural edge over everyone in search plus AI. Chapters 00:09 Welcome and setup for AI and content licensing discussion with MSG 02:10 What happened to MSG’s newsletter and why LinkedIn feels better for feedback 05:11 Birthdays, Spotify Wrapped, and shout outs to the pod’s biggest fans 08:18 State of publishers right now: traffic concerns vs AI taking content 10:26 Upfront licensing deals: why the headlines cooled off and what renewals mean 13:12 Blocking AI bots: Cloudflare rollout, inconsistency, and need for a shared list 15:20 Human web vs agentic web and why the publisher business model must change 18:20 Content marketplaces: how many exist, the demand problem, and Microsoft’s approach 20:36 Marketplace mechanics explained through a finance app example 24:00 Real time per article payments and RAG style usage as the likely model 28:21 What marketplaces imply for publisher ads and MSG’s timeline prediction 31:30 News: BroadSign acquires Place Exchange, and why out of home is heating up 35:17 News: Omnicom IPG deal closes and what it means for agencies 38:41 News: OpenAI code red and the rapid rise of Google Gemini 44:52 Rumors of ads in AI search and in ChatGPT 47:19 LLM referral traffic to retail rises over Black Friday weekend 48:40 Trade Desk talent moves and pricing pressure Learn more about your ad choices. Visit megaphone.fm/adchoices

Jenny Wall from VideoAmp joins Ari Paparo to unpack why CTV measurement has to evolve past impressions and demos. They dig into outcomes, advanced audiences, clean room data, and the growing need for multiple currencies across linear, streaming, and walled gardens. Expect practical examples, a clear case for audience first buying, and a candid look at what happens if the industry stays locked to legacy metrics. Takeaways TV works, but modern measurement must prove business outcomes instead of just delivery. Advanced audiences reduce waste and can lift sales by focusing on the right households. Cross channel measurement is essential now that viewing and spend are split across many platforms. Third party validation matters because platforms grading their own homework limits trust. Dual currencies and clean room matching are messy today, but they create price flexibility and innovation. Chapters00:10 Ari sets up the shift from impressions to outcomes in CTV measurement. 02:16 Jenny explains why TV is a really emotional video and why that still drives results. 02:59 The conversation moves to tying fragmented channels to real KPIs like sales. 04:11 Jenny argues that advanced audiences beat demo buying for most brands. 05:18 Examples show how deep audience targeting can go, from retail intent to pharma switching. 10:53 Walled gardens and the need for independent measurement come into focus. 12:48 Dual currencies are framed as painful now but necessary for the market to progress. 15:14 Jenny warns that unstable metrics could wipe out long tail networks. 18:02 Real time optimization in TV is closer than most marketers think. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ari Paparo and Eric Franchi discuss a variety of topics, ranging from the latest developments in the Google trial to the implications of AI in advertising. They provide insights on consulting strategies for data companies, share their personal pizza preferences, and explore the future of marketing mix models. The conversation also touches on job security in ad tech, the impact of media personalities on careers, and the cultural significance of Thanksgiving side dishes. Takeaways The Google trial's outcome may not favor a spin-out. Data companies should focus on use cases rather than just data. AI serves as an enabler in advertising, not a standalone solution. Job security in ad tech is closely tied to revenue generation roles. Identifying AI native companies requires understanding their vision and strategy. The cultural significance of Thanksgiving side dishes varies regionally. Mac and cheese has become a modern staple in Thanksgiving dinners. The pace of AI innovation is rapidly changing the advertising landscape. OpenAI is likely to enter the advertising space due to market demands. The future marketing mix will see shifts among search, walled gardens, and open platforms. Chapters 00:00 Thanksgiving Greetings and Podcast Introduction 00:58 Insights from the Google Trial 04:22 Consulting Advice for New Entrants in Data Marketing 08:05 The Role of AI in Advertising 12:01 Pizza Preferences and Cultural Reflections 15:45 AI Innovation and M&A in Advertising 18:57 OpenAI's Potential Move into Advertising 20:31 The Future of Advertising and OpenAI 22:41 Marketing Mix Modeling in Fortune 500 Brands 25:09 Shifts in Advertising Spend: Search vs. LLMs 29:02 Job Security in Ad Tech Amidst AI 30:40 Identifying AI Native Companies vs. AI Posers 33:04 The Impact of Media Personality on Career 37:34 Thanksgiving Traditions and Food Preferences Learn more about your ad choices. Visit megaphone.fm/adchoices