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Platforms

Retail media, walled gardens, identity and measurement: how the platforms set the terms, and how to buy from them with your eyes open.

Brands

+1

Two Strangers, Twenty Years.

Oct 5, 2026

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6 min read

Two Strangers, Twenty Years.

This week in 2006, Dove put a 75-second film called "Evolution" on the internet, and Google agreed to buy YouTube. The two never met.

Justin Billingsley
Justin Billingsley

Platforms

+1

The Tornado Guarantee

Sep 24, 2026

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5 min read

The Tornado Guarantee

What a 19th-century tornado forecaster teaches about retail media's 94% accuracy claim

Justin Billingsley
Justin Billingsley

Platforms

+1

The Other Empty Chair

Sep 10, 2026

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6 min read

The Other Empty Chair

Amazon, Meta and WPP are being sued over advertiser money. The advertiser isn't suing.

Justin Billingsley
Justin Billingsley

AI

+1

The Other Meta Story

Aug 31, 2026

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6 min read

The Other Meta Story

Meta replaced a tenth of its people with AI agents. The 1890s already knew what would happen next.

Justin Billingsley
Justin Billingsley

AI

+1

The Eager Seller

Aug 27, 2026

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6 min read

The Eager Seller

ChatGPT Ads arrive in Europe, and a CMO weighs the pitch in real time

Justin Billingsley
Justin Billingsley

Platforms

The Last Hallmark

Aug 10, 2026

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7 min read

The Last Hallmark

Nielsen bought DoubleVerify, and the last public window into ad verification closed

Justin Billingsley
Justin Billingsley

Leadership

+1

The Fifth P

Jul 13, 2026

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4 min read

The Fifth P

There is no fifth P. The thing reshaping marketing sits underneath the other four.

Justin Billingsley
Justin Billingsley

AI

+1

The Last Inch

Jun 11, 2026

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5 min read

The Last Inch

Apple lost the AI model race and won the only thing that matters: the inch between your thumb and the answer

Justin Billingsley
Justin Billingsley

Platforms

The Two Noons

Jun 4, 2026

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5 min read

The Two Noons

The four big ad platforms just agreed a standard socket for AI agents. Nobody noticed, because plumbing doesn't make pictures.

Justin Billingsley
Justin Billingsley

Platforms

The Cannibal Strategy

May 28, 2026

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6 min read

The Cannibal Strategy

Google deliberately undermined its own $175 billion click business. That was the point of I/O.

Justin Billingsley
Justin Billingsley

Platforms

The Wrong War

May 25, 2026

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6 min read

The Wrong War

The holding companies are fighting each other. The war that matters is against the platforms, and only one of them has noticed.

Justin Billingsley
Justin Billingsley

Platforms

The Missing Bar

Apr 27, 2026

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6 min read

The Missing Bar

Advertising has no professional standards, and the one time it tried, the FTC called it a cartel

Justin Billingsley
Justin Billingsley

Platforms

The Crooked Ruler

Apr 23, 2026

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5 min read

The Crooked Ruler

Nielsen delayed a report its clients didn't like. Every panel number you rely on shares the same flaw.

Justin Billingsley
Justin Billingsley

Platforms

+1

The Fandom Dividend

Apr 6, 2026

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5 min read

The Fandom Dividend

Why Publicis's $500 million sports acquisition is architecture, not deal-making

Justin Billingsley
Justin Billingsley

Platforms

The Attention Deficit

Apr 2, 2026

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7 min read

The Attention Deficit

The market spent 2024 writing Google's obituary. Google spent it building the most integrated marketing platform ever assembled.

Justin Billingsley
Justin Billingsley

Platforms

+1

The Transparency Gambit

Mar 26, 2026

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5 min read

The Transparency Gambit

The Trade Desk audit looks like a fee dispute. It is a rehearsal for a much bigger fight.

Justin Billingsley
Justin Billingsley

Platforms

The Switching Cost Confession

Mar 12, 2026

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5 min read

The Switching Cost Confession

Omnicom told investors its data platform makes clients harder to lose. Clients should have been in the room.

Justin Billingsley
Justin Billingsley

Platforms

+1

A Four-Layer Battle

Mar 5, 2026

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5 min read

A Four-Layer Battle

The real competition in marketing isn't between agencies. It's between the four layers of the value chain.

Justin Billingsley
Justin Billingsley

Platforms

Now, Think How You Feel.

Feb 9, 2026

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5 min read

Now, Think How You Feel.

The System1 testing method, described plainly, so you can judge the Super Bowl ratings for yourself

Justin Billingsley
Justin Billingsley

Platforms

The Keys to the Kingdom

Dec 15, 2025

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6 min read

The Keys to the Kingdom

The Disney–OpenAI story the headlines missed: not the billion dollars, the hundred billion in IP

Justin Billingsley
Justin Billingsley

Platforms

The Great Pipe Debate

Nov 21, 2025

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4 min read

The Great Pipe Debate

First-party versus third-party data is the wrong argument. When content adaptation costs nothing, the signals are the game

Justin Billingsley
Justin Billingsley

Platforms

Adobe is Fighting from the Middle Out

Nov 13, 2025

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5 min read

Adobe is Fighting from the Middle Out

Adobe MAX 2025 revealed a two-front offensive: absorb the tools that threatened you, then attack agencies and platforms at once

Justin Billingsley
Justin Billingsley

Brands

+1

Google Learns to Love

Nov 5, 2025

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4 min read

Google Learns to Love

Pomelli and Canva Grow build brand understanding into the platform before they optimise. Agencies' third line of defence just got thinner.

Justin Billingsley
Justin Billingsley

AI

+1

OpenAI's Commerce Protocol and the $600 Billion Paradox

Oct 1, 2025

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4 min read

OpenAI's Commerce Protocol and the $600 Billion Paradox

AI can now buy things for you. Someone still has to pay for the AI.

Justin Billingsley
Justin Billingsley

Platforms

The Oracle Was Right: How Larry Ellison's $455B Infrastructure Bet Changes Everything

Sep 15, 2025

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3 min read

The Oracle Was Right: How Larry Ellison's $455B Infrastructure Bet Changes Everything

You've been buying boats with nicer sails. Oracle just invented hydrofoiling: the tools come to your data, and the marketing cloud becomes just another app.

Justin Billingsley
Justin Billingsley
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Brandflow

Twice weekly, Brandflow gives candid analysis and incisive demystification of the dramatically evolving Advertising, Media and Marketing industries.

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