The question of what to do about an internet filling with machine-generated filler finally got a price tag in July, and the number that matters is not the volume share. The Trustworthy Accountability Group, the Association of National Advertisers and Fiducia put AI slop at between 1.3% and 2.4% of open web programmatic spend, roughly level with made-for-advertising inventory. … [Read more...] about AI Slop Earns Higher CPMs Than Clean Inventory: Why the Ad Market Cannot Fix the Web It Funds
Reports
Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
The network closed the week ending July 25 with 16.21k visits across 65 sites, up 14.15% on the prior period, and 16.82k page views, up 14.81%. Median page load time across the whole estate was 2,864ms, effectively unchanged at a 0.88% improvement. That combination is the honest summary of the week: more people arrived, nothing meaningful changed about what happened once they … [Read more...] about Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
Three companies now occupy the design tools market and they are separated by a single variable: how much of the design artifact is a proprietary file that only the vendor can open. Adobe sits at the maximum. Photoshop, Illustrator and InDesign formats have been the industry's storage layer for three decades, and the moat was never the software — it was that every agency, … [Read more...] about Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
Getty Images has walked away from its $3.7 billion merger with Shutterstock, and the reason is instructive: the only way British regulators would approve the deal was for Shutterstock to sell the exact asset that made the deal worth doing. Getty declined. On June 30, the company's board unanimously resolved not to pursue a sale of Shutterstock's editorial business under the … [Read more...] about Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
The headline number is $22 billion of enterprise value. The number that decides whether this works is the multiple. Fox is paying roughly 4.6 times trailing sales for Roku and funding part of it by issuing equity the market prices at about 1.5 times its own sales. That spread runs in the wrong direction, and it is the whole reason Fox became the worst performer in the S&P 500 … [Read more...] about Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
