Thinking

Ideas worth
sitting with.

Google Ads, YouTube, agentic AI, and marketing strategy — written to connect dots, not confirm what you already know. The essays here feed the operating manuals in the Frameworks collection and the live experiments in the Lab.

Google Ads · Signal Architecture · New

The Sealed Auction: Google Search Goes Opaque in Q3 2026.

AI Max for Search, the SQR shift, and the prose-input change ship together this quarter. One prediction layer, three surfaces, one sealed auction — and one decision every marketing team has to make before September.

Kyle Schwietz ·
FinTech · Counter-Intuitive

Cost Per Funded Account, Not Cost Per Lead.

Consumer FinTechs run on Cost Per Lead. The business runs on funded, retained accounts. The space between is where neobanks burn working capital chasing the wrong applicant — every quarter.

Kyle Schwietz ·
Retail · Counter-Intuitive

From Cost Per Click to Cost Per Cart.

Retail marketing runs on Cost Per Click. The business runs on retained margin per cart. The Retail Decision Stack rewrites the KPI hierarchy for an AI-mediated funnel — for DTC, big-box, and CPG.

Kyle Schwietz ·
Health Insurance · Counter-Intuitive

Cost Per Member-Year, Not Cost Per Enrollment.

Health plans run their marketing on Cost Per Enrollment. The business runs on member-years. That gap is where the budget gets spent on the wrong audiences, the wrong creative, and the wrong channels — every AEP, every cycle.

Kyle Schwietz ·
Google Ecosystem · Counter-Intuitive

Performance Max Isn't a Campaign Type. It's a Signal Feedback Loop.

The five signal layers that determine whether Performance Max compounds or fails — and the audit checklist most teams skip.

Kyle Schwietz ·
Measurement · Counter-Intuitive

Your GA4 Setup Is Quietly Lying to You — A Teardown

Default attribution, modeled conversions, consent-mode gaps, and the specific places your data is over-crediting some channels and burying others. With the audit checklist.

Kyle Schwietz ·
Measurement · Counter-Intuitive

Last-Click Attribution Is Dead. Meridian MMM Is What Replaces It.

Google's open-source Marketing Mix Model isn't just a measurement tool. It's the confidence infrastructure that lets enterprise teams finally stop defending budgets with broken attribution.

Kyle Schwietz ·
P&L Translation · The CFO Conversation

Marketing on the P&L: From CAC to Enterprise Value

A marketing decision doesn't stop at marketing. It moves through CAC, LTV/CAC, working capital, and the multiple the market pays — the chain most teams never draw end-to-end.

Kyle Schwietz ·
Google Ecosystem

Full-Funnel Marketing Within Google: What It Actually Means to Run the Whole System

Most organizations are running Google's products as separate channels. The ones pulling ahead are running the whole system.

Kyle Schwietz ·
Agentic AI

What Agentic AI Actually Means for Marketing Teams in 2026

Beyond prompts and chatbots — AI that acts, decides, and executes across systems. What this means for how marketing gets done.

Kyle Schwietz ·
Agentic AI

Stop Building for One LLM. Build for Agentic.

Most teams are locking their workflows to a single model. That's the wrong bet. Here's how to build infrastructure that survives the next model shift.

Kyle Schwietz ·
Origin Story

Why I Started Uncommon Move — and What Move 37 Has to Do With It

In 2016, AlphaGo played a move no human would make. That single moment explains where AI and marketing are heading — and why most teams are still playing the old way.

Kyle Schwietz ·

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