More ads in the same places

Meta is turning its monetization focus to WhatsApp, including lead gen ads that launch a WhatsApp chat.

Maybe the Reels revenue machine can be refined, but Instagram and Big Blue have few growth avenues. Their ad revenue will grow as long as budgets do. Zuck+co’s messaging apps and Threads are where growth acceleration will happen.

Elsewhere, Fire TVs are about to become ad machines. And you know it will mint the Bezos Boys a fortune. If they don’t ruin the user experience. I’m less confident in that last part these days when it comes to The Everything Company.