Meta
- Chips (especially for AI)
- Batteries
- Nuclear
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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X (Twitter) has stopped showing meta data on links. Now (for me) they look like images with a little domain name tag in the corner.
I spent longer than I probably should have trying to figure out the first one I saw.
A reminder of the perils of building your brand on top of someone else’s.
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After 81% of agency pros told Digiday last year that they purchased advertising on Facebook on behalf of clients in the plast month, just half (50%) said the same this year. And Instagram saw a similar drop, from 81% who said last year they’d bought ads on the platform for clients in the last month to 48% who said so this year.
This should mean less competition in the auction and cheaper results for those that remain.
Attribution (at least the iteration of the past few years) is essentially dead. I’m guessing relying on those models is leading to these decisions.
Zig when others zag.
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