Загрузка видео...

Не удалось загрузить видео

На главную

Mobile Dev Memo's Eric Seufert says the biggest challenge facing OpenAI's ad business is conversion optimization. "You start to see the growth inflect when they integrate true conversion optimization. That means you're bidding a specific amount for a specific outcome." "Once you are bidding against a specific outcome, then...

21,855 просмотров • 1 месяц назад •via X (Twitter)

Комментарии: 1

Фото профиля j.m. kettle
j.m. kettle1 месяц назад

@eric_seufert I think there is a lot of hostility towards meta because they ruined an entire generation, not a lack of appreciation of DTC

Похожие видео

Meta's AI investments have been incredibly successful, but investors refuse to see it. The company posted 33% advertising revenue growth last quarter on $55B in revenue. Meanwhile Google's was 19%, and Amazon, which is much smaller, was 24%. Eric Seufert: "I was at this dinner [with hedge fund people]. I was talking about why these investments that Meta's making *right now* are bearing fruit *right now*." "[Meta posted] 33% advertising revenue growth last quarter on $55B in revenue. That's incredible. Google Search was 19 percent. Amazon, which is much smaller, was 24%. They're outgrowing everyone except for AppLovin and Reddit. And people don't believe it." "And I asked somebody, 'What would it take to convince you that Meta's AI investments are actually productive in this moment in time?' And they said, '40%.'" "40% growth on $55B-$60B in revenue? Where did that number come from? This is pulled out of thin air." "This is what Meta needs to do. They need to be able to point to something and say, 'You see that ad? That was created by our AI investments.'" "Gem is Meta's foundation model that they trained for ranking. That's important. But you can't see it." "A lot of the research analysts, they're really smart people. But they operate in this paradigm of like, 'Spreadsheet says this. I get it. I can understand why ranking investments would actually be really beneficial for the company. But I put a number in the spreadsheet, and it spits out something. That's the tool I have to work with.'" "These are really smart people. I think they conceptually get why these are good investments. But they have nothing to tie it to that's quantitative." "I think when you can point to the ad that's created, and you can say, 'Look, this ad was created with data that only we have. It's the foundation image model that we built that is trained — not fine-tuned, but trained — on our own data. Only we can do that.'" "If they can point to the output and say, 'That ad that you saw in your IG feed was created only as a result of our ability to train on this data that only we have, then I think you can make the case [for the AI investments]."

TBPN

18,637 просмотров • 4 месяцев назад

Peter Thiel has a blunt test for whether a startup team is thinking clearly. Watch how they talk about their own outcomes. His observation: when founders start framing results as luck — "maybe it works, maybe it doesn't, so let's just invest a little and see" — that's not prudent risk management. That's a diagnostic failure. The mechanism is specific. Luck-framing doesn't emerge from humility. It emerges from not having done the analytical work to understand *why* your business will win. If you've truly mapped the competitive dynamics, the customer psychology, the timing — you don't describe the outcome as a coin flip. You describe what needs to be true and why. The portfolio mindset ("let's see what happens") is what you default to when you don't have conviction built on evidence. Thiel's sharpest version of this: the founders of Google, Amazon, and Apple in their early days weren't operating on hope. They had specific theories about why they would win that others couldn't see yet. Bezos mapped out why e-commerce would scale through selection and logistics before the market existed. That's not luck-denial — that's rigorous foresight presented as conviction. When a founding team tells you "we'll figure it out," the question isn't whether they're optimistic. It's whether they can articulate the actual mechanism of their advantage. If they can't, the luck framing isn't a personality trait. It's a capability gap. Blaming luck is what you do when you've stopped thinking.

Guillermo Flor

186,618 просмотров • 15 дней назад