Ads

“Agents are really good at ads because they have, like, endless ideas, whereas I feel like as humans, if you want your ROAS to be really high, you need to change it, like, every other day or so and change it, like, seven times over.”

“So will AIs build an amazing sort of profile of you based off of all the personal data and then use that for ads? Most certainly.”

“I guess by the end of this year is this is going to be a big hit. So the inflection point will be there and the videos generated by video agents can get to like production great quality. So it can be presented and it can be distributed in, in ads.”

“Early on, we invested in OpenAI, this is probably a year and a half ago, I said to them, like, you have to do ads.”

“If you're going to do it ultimately one, you can't really compete against companies that are using ads if you're not. Very hard. If you're ultimately gonna do it, you might as well start earlier, because you have to build a culture around, you know it just tak…”

“This is one reason we just, you know, don't like the idea of, you know, using ads, right? You know, this is because you're not paying for the product like you're the product. And, you know, in this case, the, you know, the product then would be all, you know, …”

“Unfortunately, however relevant ads are, the reality is, and this isn't proven, is that once you start showing ads in a previously unmonetized zero ads surface, engagement of users goes down over time. It does. Because some of the engagement gets siphoned off …”

“And the only way consumers get free stuff is if you want ads. So there's no choice. So I think it's kind of a, it's inevitable.”

“Every single ad will be AI generated in like three years. So if you don't start doing this right now, Basically you will get left behind.”

“Guys, they're so not pausing ads.”

“I think we're just gonna make way better ads.”

“It's really the only hope, actually. Ads, ads in the chatbots is like the only hope.”

“Ads and commerce is the same business. Ads is a more profitable version of it.”

“If ads are part of every AI answer, you're going to hate it too.”

“I still think ads are going to play an enormous part of it. Hopefully those ads are higher quality more personalized, more useful.”

“I'm not saying don't do ads. I'm just saying that the best ads start by being organic first.”

“You don't learn anything when you get a customer from an ad at an early stage.”

“Look for ads that have been live the longest on high spending accounts. They're literally consistent high performers.”

“If I am highly engaged in content that ultimately I really don't like long-term retention will be poorer, right? And so eventually, even if your business model is ads and you're getting me to spend a bunch of time on the site, I'm gonna eventually stop using i…”

“Our first group of customers for startups, like small startups, early stage startups, those people don't even look at ads. Like they, I don't think they pick products because they see ads like out, out there somewhere. They pick products because they hear abou…”

“If the ads have been running for a long period of time, you know that the ad has been working. So if you look at the brand new ads, I don't know, maybe they work, maybe they don't, but if they've been running for a few months, okay, this ad is working.”

“I actually think that people demonize ads Well, if done well, they're a discovery mechanism for things.”

“I kind of don't want this to exist because I just don't like the idea of like, Selling ads.”

“They do have a massive monopoly in search. That's absolutely true and the Justice Department, I think, is well within their rights to take a deep dive on that. They don't have it in ads.”

“But the thing with ads is the creatives don't last very long as you start to scale. Like once you get past 304 hundred dollars a day in spend, you really have to create new creatives.”

“In a week for 500 bucks, you can just test a bunch of ads. So you have one ad design and six different now you can headlines and you show it to like a lookalike audience or highly selected target that looks like your customers. And these ads won't be profitabl…”

“But what I've seen is when you run ads at that scale, it only destroys your brand.”

“Subscriptions made us a ton more money than the ads.”

“Our paid team is actually updating the ads we put out there on a monthly basis, with the exception of a few global ads, which need to be straight to the point.”

“There's a holdout for ads, for example. So there are some lucky Instacart users out there that are not getting ads and they've never gotten ads because they've always been part of Instacart's advertising.”

“Ads sort of come you know, with elements of self-destruction built in. It's part for the course when you're doing it, it's always attractive to do things like show more ads.”

“If you're in the business of providing answers like ChatGPT was ads just becomes a whole lot harder to do. They're really, you're just you know, you're betting on the quality of answers”

“We live in a trust-deficient economy and content is the only way to beat that. You can't beat it with ads. And ads are anyway getting 10 times more expensive.”

“Ads in some sense in a very strong sense are a conflict of interest for the search engine. Should they show you an ad or should they show you the best result? And over time, you know, the answer is more and more ads.”

“Whenever you are signed in across different Google properties, it was always the it was always okay for that information to get moved around to show you ads. that was always part of the equation.”

“See the prospect of ads on this, the current channel that it is quite scalable and we can scale it up to several up to a 100,000 per month. I mean, add the budget without losing its efficiency.”

“I mean, as soon as we put that ad, our run rate went from zero to like ten million bucks a year.”

“It turned out, and this is just, we really just didn't realize this subscriptions made us a ton more money than the ads.”