Meta
- Chips (especially for AI)
- Batteries
- Nuclear
Everything old is new again, which is why Media Mix Modeling is the new attribution.
measurement has been so hampered by recently enacted privacy restrictions that Meta, Google and Amazon are finding that any measurement tool is better than not demonstrating attribution at all.
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More ads in more places: the metaverse (but not the Meta version)
[Roblox has] made a notable hire [from Meta] in its partnerships division, a move that comes as it gets ready to open up its new advertising network more broadly and looks to get more brands creating virtual experiences.
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Snapchat+ brings in almost $20M a month for the AR/camera/messaging platform.
Meta may offer an ad-free subscription for EU-users to satisfy regulators. Same with TikTok (not sure which markets though).
The internet continues to splinter across geopolitical divides and advertising is one of the fulcrum points.
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3 developmental fields at the top of my interest list:
On #1, OpenAI is thinking about entering the chip game.
It would make sense, and make them comparable to the other mega-platform players with custom chip ops (Apple, Amazon, Google, (Meta?), etc).
I wonder if Cerebras was the acquisition target.
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[Meta wants] to try to continue to shift advertisers from these lever pulling to creative iteration and creative innovation, and that’s where they want to put people.
-Andrew Foxwell
There is no such thing as in-platform secret sauce anymore in digital advertising. Your secret sauce is now your creative and content teams.
This is the future.
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