Google Cloud faces 48% revenue reliance on OpenAI and Anthropic in 2027
OpenAI lost $20.9 billion in 2025 and cannot pay its bills from cash flow, Ed Zitron says. What happens to the ad platforms financing the record AI buildout?
Luis Rijo
Luís Rijo is a seasoned marketing professional with over 10 years of experience in Digital Marketing, Search, Social, Display, Video, and DOOH. Based in Europe. Also writing in the spend. Reach out via luis@ppc.land
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Bots overtake humans
Automated traffic hit 57.5% of the web while Meta, Amazon and Reddit posted record ad revenue, AI slop graded premium, and EU AI labeling rules took effect.
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Draft Digital cuts 12 MCP calls to one buyer agent to stop token burn
Twelve named platforms and five buying roles collapse into one agent layer. Postmus hit Claude usage limits building it. Do the specialists survive the change?
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Magnite CEO warns of far fewer SSPs as PubMatic faces a $70m quarter
Barrett puts 2027 agentic spend at $600m to $700m industry-wide. Emerging AI revenue is 14% of PubMatic sales. August 6 now tests whether the pitch converts.
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Magnite CEO caps 2027 agentic ad spend near $700m as AI cuts contractor tasks
Barrett places protocol-based buying in a discovery phase and expects far fewer SSPs to survive. Walmart moved data to the sell side. Does the 2030 math work?
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Google Ads clicks lose paid attribution when GBRAID and gad_ get stripped
Stripped identifiers push paid sessions into (not set) or organic across GA4 reports, and any fix takes 24 to 48 hours to register. What sets the alert off?
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Amazon ad revenue gains 26% as Prime Video stacks 19 August live games
Ten WNBA games, four Yankees dates and 60 catalogue titles land in August, days after Amazon said its NBA, WNBA and NASCAR inventory sold out. What sells next?
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Snap blocks AI-only videos from Spotlight as contributors climb 120%
Content edited with Snapchat AI tools stays eligible and carries transparency indicators, sparing creators using assisted workflows. What counts as fully AI?
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Microsoft Performance Max campaigns gain ad previews across 3 publishers
Shareable preview links expire after 30 days and cover MSN, Bing Search, and Outlook. More publishers are slated to join as the staggered rollout continues.
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USMNT games pull 70% of FOX viewers as World Cup ads hit 25 billion
Beer and hard seltzer led all categories with an 8.01% share of TV ad voice, while hydration break pods held viewers better than halftime slots, iSpot reports.
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Article 50 fines hit 3% turnover as Cinchy CEO says disclosure isn't enough
Article 50 binds tomorrow with fines up to 15 million euros or 3% turnover. Cinchy's CEO says the harder question is tracking what AI systems did after acting.
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Granola sued for recording meetings without consent to train AI models
Filed July 30 in California, the complaint says Granola hides its notetaker from participants by design, a practice raising wiretapping questions for marketers.
