Mobile Dev Memo Podcast

On this week's episode of the podcast, I am joined by Andrew Lipsman to discuss the evolving landscape of agentic commerce and retail media. Andrew is an independent analyst and consultant who runs the Media, Ads + Commerce blog, which covers the retail media landscape. Prior to this, Andrew held roles at eMarketer and comScore. This is Andrew's third appearance on the podcast.
In our conversation, Andrew and I take stock of the evolution of the concept of agentic commerce since we last spoke six months ago, moving from the initial hype of autonomous AI agents to a more grounded reality of AI-assisted shopping experiences. Our conversation examines the failure of independent instant checkout experiments, the strength of established retail ecosystems like Amazon and Walmart, and the emerging opportunities in performance television and in-store digital advertising. Among other things, we discuss:
Whether the failure of instant checkout experiments signals a permanent preference for direct retailer relationships over AI intermediaries
How the paradox of choice and the need for basket building hinder the efficiency of single-option agentic transactions
If the success of Amazon's Rufus proves that AI utility belongs on retail platforms rather than independent LLM interfaces
Why the western market's fragmented ecosystem makes the development of a Chinese-style shopping super app highly improbable
What the massive investment in AI infrastructure means for the competitive landscape against established giants like Amazon and Google
When performance TV and in-store retail media will finally become a core priority for brand-focused chief marketing officers
How Shopify's role as an audience network might evolve as direct-to-consumer brands seek diversification beyond Meta and Google
Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:
⁠⁠⁠⁠INCRMNTAL⁠⁠⁠. True attribution measures incrementality, always on.
Xsolla⁠. With the Xsolla Web Shop, you can create a direct storefront, cut fees down to as low as 5%, and keep players engaged with bundles, rewards, and analytics.
⁠Branch⁠. Branch is an AI-powered MMP, connecting every paid, owned, and organic touchpoint so growth teams can see exactly where to put their dollars to bring users in the door and keep them coming back
Interested in sponsoring the Mobile Dev Memo podcast? Contact Mobile Dev Memo advertising.
The Mobile Dev Memo podcast is available on:
YouTube
Apple Podcasts
Spotify

The Prosperous Society is a podcast series by Mobile Dev Memo that articulates an AI Bull Thesis for the digital economy. It argues that the pervasive application of AI to the digital economy will be broadly economically expansionary, leading to increased individual prosperity, expanded consumer choice, and greater human agency.
In Episode 3, I make the case that artificial intelligence stands to erode the Pareto Principle as it applies to production, as AI-enabled distribution efficiencies will enable firms to reach niche, specific audiences profitably. This will result in a wider diversity of goods being produced, creating a compounding effect on economic expansion and allowing consumers to better explore and define their own preferences and tastes.
Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:
⁠⁠INCRMNTAL⁠⁠⁠. True attribution measures incrementality, always on.
Xsolla⁠. With the Xsolla Web Shop, you can create a direct storefront, cut fees down to as low as 5%, and keep players engaged with bundles, rewards, and analytics.
⁠Branch⁠. Branch is an AI-powered MMP, connecting every paid, owned, and organic touchpoint so growth teams can see exactly where to put their dollars to bring users in the door and keep them coming back
Interested in sponsoring the Mobile Dev Memo podcast? Contact Mobile Dev Memo advertising.
The Mobile Dev Memo podcast is available on:
Spotify
YouTube
Apple Podcasts

On this week's episode of the podcast, I am joined by Dan Taylor, the Vice President of Global Ads at Google. We discuss the profound impact of generative AI on search behavior and the technological evolution required to support the next era of digital advertising. Among other things, we discuss:
How the shift from keyword-based search to conversational intent will redefine the core mechanics of performance marketing attribution
Whether the increased monetization of long-tail conversational queries can offset the potential traffic loss for traditional web publishers
What role LLM-based ad ranking plays in reducing irrelevant placements and improving the overall efficiency of digital campaigns
If the consolidation of advertising tools into automated systems like Performance Max represents the final end of manual control
Why the emergence of universal commerce protocols might eventually allow AI agents to handle the entire checkout process autonomously
How the return to marketing mix modeling and first-party data signals a broader renaissance in rigorous measurement techniques
Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:
⁠⁠⁠⁠INCRMNTAL⁠⁠⁠. True attribution measures incrementality, always on.
Xsolla⁠. With the Xsolla Web Shop, you can create a direct storefront, cut fees down to as low as 5%, and keep players engaged with bundles, rewards, and analytics.
⁠Branch⁠. Branch is an AI-powered MMP, connecting every paid, owned, and organic touchpoint so growth teams can see exactly where to put their dollars to bring users in the door and keep them coming back
Interested in sponsoring the Mobile Dev Memo podcast? Contact Mobile Dev Memo advertising.
The Mobile Dev Memo podcast is available on:
YouTube
Apple Podcasts
Spotify

On this week's episode of the podcast, I am joined by Ben Sperry, a senior scholar at the International Center for Law and Economics, to explore the shifting landscape of social media litigation. We dive deep into recent court rulings in California and New Mexico that challenge the historical protections of Section 230 by focusing on product design rather than hosted content (see a recent piece by Ben, "Treating Speech as a Bug, Not a Feature," for more background). Among other things, we discuss:
Why the shift from content-based liability to product design claims might permanently dismantle the protections afforded by Section 230
How the threat of punitive damages may force platforms to implement aggressive age-gating and collateral censorship measures
Whether applying product liability standards to algorithmic recommendation features creates friction with First Amendment principles
Whether smaller tech entrants and startups can survive a legal environment defined by constant litigation and high compliance costs
What the recent jury verdicts against Meta and Google signal for the future of algorithmic curation across the broader internet ecosystem
When the focus on addictive design features like infinite scroll will begin to impact other services like streaming platforms
How generative AI and large language models will be categorized under speech laws if Section 230 remains inapplicable
Thanks to the sponsors of this week’s episode of the Mobile Dev Memo podcast:
⁠⁠⁠⁠INCRMNTAL⁠⁠⁠. True attribution measures incrementality, always on.
Xsolla⁠. With the Xsolla Web Shop, you can create a direct storefront, cut fees down to as low as 5%, and keep players engaged with bundles, rewards, and analytics.
⁠Branch⁠. Branch is an AI-powered MMP, connecting every paid, owned, and organic touchpoint so growth teams can see exactly where to put their dollars to bring users in the door and keep them coming back
Interested in sponsoring the Mobile Dev Memo podcast? Contact Mobile Dev Memo advertising.

The Prosperous Society is a podcast series by Mobile Dev Memo that articulates an AI Bull Thesis for the digital economy. It argues that the pervasive application of AI to the digital economy will be broadly economically expansionary, leading to increased individual prosperity, expanded consumer choice, and greater human agency.
In Episode 2, I argue that the Western political economy treats commerce as a primary mechanism of individual expression, and that artificial intelligence has the capacity to make commerce more expressive as an outward representation of the individual. In this way, the personalization promise of AI should be embraced and amplified, and applications of AI that subsume commerce, or treat it as a chore, are misaligned with the core benefits of AI. By contrast, advertising aligns incentives, incorporates private value through bids, and scales across heterogeneous products and margins, making it the more durable and effective model for product discovery in an AI-driven economy.