Advertising Built Generative AI. Now Comes the Remodel.

Don’t worry, Don’s going to take it from here.

Last night my wife looked up from her phone, disgusted. “All I’m getting is Jeffrey Epstein and Peter Attia!” she said. “Why do they think I’m interested in this?!”

As the family’s resident interpreter of digital entrails, I felt responsible to hazard an answer, but given the prurient nature of the Epstein story, I sensed my thoughts might not be well received. So I backed into it a bit: “Have you clicked on any Epstein-related links recently?” I asked. She had, she rejoined, wary of the implicit judgement hovering over my question. “But that doesn’t mean I want my entire feed to be about it!”

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How Search Drove Generative AI – A Passage from “The Search”

It’s been fun to go back to Berkeley, where I first taught Journalism more than 20 years ago. I’m leading a seminar on how technology impacts journalism, with a particular focus on AI. The class asks students to read a bit of history – it’s hard to understand where we are if we don’t know how we got here. Search is a big part of that history, so I included a chapter of my first book – The Search – as a reading assignment.

As I prepared for class last week, I dug through my archives and unearthed The Search’s original manuscript. In the first chapter, “The Database of Intentions,” I opine on how search might lead to the development of AI that passes the Turing Test. Written 22 years ago, the passage anticipates the rise of generative AI. I start by drawing a distinction between data that is on our personal machines and data held in the cloud by large technology companies like Google. Then I think out loud a bit about where that all data might take us. Even though the writing is two decades old, it prompts some interesting questions about the moment in which we find ourselves.

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Anthropic Says the Quiet Part Out Loud.

This essay from Anthropic CEO Dario Amodei is… a lot to parse. But this passage alone makes me take it seriously:

“It is somewhat awkward to say this as the CEO of an AI company, but I think the next tier of risk is actually AI companies themselves…the governance of AI companies deserves a lot of scrutiny.”

So much to say about this. But read the essay. Then we’ll talk.

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Thriving in an AI World: The Importance of Good Questions

Every so often I am asked to participate in a survey fielded by Elon University’s Center for Imagining the Digital Future. As you might expect, this year’s survey focuses on the impact of AI, and includes this prompt:

  • If you do think it is likely that AI systems will begin to play a much more significant role in shaping our decisions, work and daily lives: How might individuals and societies embrace, resist and/or struggle with such transformative change? As opportunities and challenges arise due to the positive, neutral and negative ripple effects of digital change, what cognitive, emotional, social and ethical capacities must we cultivate to ensure effective resilience? What practices and resources will enable resilience? What actions must we take right now to reinforce human and systems resilience? What new vulnerabilities might arise and what new coping strategies are important to teach and nurture?

It’s rare that a survey asks its respondents to actually write something cogent and long form, so I figured I’d publish my response here. I’d be curious to hear your thoughts! If you’d like to participate, the link to the survey is here.

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AI and Ads: Here We Go!

Google launched as a free public beta in the Fall of 1998. It was a revelation – a 10X improvement on Internet navigation and research. But from its launch forward, Google’s founders were hounded with questions as to how their company planned on actually making money. John Doerr, one of Google’s earliest backers, famously answered that question by citing Google’s extraordinary growth: With all that traffic, he said, we’ll figure it out.

Google’s founders were famously suspicious of advertising – in their white paper explaining Google’s PageRank technology, Larry Page and Sergey Brin argued that advertising-funded search engines would be “inherently biased towards the advertisers and away from the needs of consumers.”

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Predictions 2026: The Full List

Nostradamus, so predictable.

It took me two weeks, 6000 words and nine posts, but I can finally round up my predictions for 2026 in one place. Here’s the complete list in one handy, blissfully shortened post. Thanks for reading, and once (and for good), I wish you a happy, healthy New Year.

#10 – The Feed Declines (Predictions 2026, #10)

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Do You Trust The Conjurer? (Predictions 2026, #1)

Cecco de Caravaggio The Conjurer (The Musician) c. 1600-1620

The modern English verb ‘to conjure’ is derived from the Latin conjurare, meaning ‘band together by an oath, conspire.’ Its roots con (‘with’) and jur (‘legal right or authority, law’) echo with questions central to our present day struggle with technology: Who do we trust to determine authority? Why do we believe in them?

Conjuring also evokes magic, sorcery, and wonder, essential elements of the tech industry mythos. My earliest pieces on the impact of generative AI leaned on the metaphor of magical “genies” doing our bidding in a relationship bound by loyalty and trust. Do those genies work for us, or are they the product of conjurers beyond our control? Do they demand faith, or instill it?

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The Apple Google Duopoly Begins Anew

If only Nano Banana could spell, AI would be a thing.

I’m not even finished with my predictions this year, and already one of them is coming true. In The Year Tech Gets Even Bigger (Predictions 2026, #7), I wrote:

Google in particular will be building a Death Star of AI distribution featuring all the same players from its days of search monopoly: Apple, Samsung, and other Android partners.

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Battle Lines Are Drawn (Predictions 2026, #2)

The 1960s ain’t got nothing on today.

I concluded my post “Magic and Mayhem” with a bit of a tease about the impact of AI on our society:

There will be lots of magic this year. But there will also be plenty of carnage as previously unbreachable moats start to crumble, not only in business, but also in society at large. For more on that, stay tuned for prediction #2. 

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Magic and Mayhem (Predictions 2026, #3)

Magic maker

Do you remember the last time you felt the magic? When you encountered something truly novel, something that was both surprising and at the same time deeply familiar, because you had imagined such a thing, but until that very moment, believed it impossible?

I’ve had only a handful of such moments in my long relationship with digital technology. The first was in 1981, when I programmed a game of tic-tac-toe on an underpowered IBM PC. I compiled the crude lines of code I’d been assigned to write, issued the command “RUN” at the C: prompt, and damned if the thing didn’t actually work.

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