core business
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Aug 28, 2025 by Rory O'Driscoll · across every show →
Everything said about core business, oldest first
Aug 28, 2025 bearish
O'Driscoll: Meta has a tenuous link between core ads and LLMs
“They have a very tenuous link between their core business and their AI initiative. They talk about how AI is optimizing their core business, but even I think from the discussions they said, that's much more old school AI than any of the LLM stuff.”
Apr 27, 2026 neutral
Adam Foroughi: AppLovin Core Business Headcount Will Not Grow Significantly
“Is it gonna be 800 on the core business? I highly doubt it. Is it gonna be 50 on the core business? I'd love it, but I highly doubt it too. So I think we're sort of in a range of a good level for what we need for what we're doing today. Now, if some of the thi…”