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2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 20, 2023 by Chamath Palihapitiya · across every show →

Everything said about advertisers, oldest first

Jan 20, 2023 bearish
Prediction Not checkable as stated
Chamath: TikTok advertisers will soon face major pressure
“I think the next big shoe to drop is going to be advertisers who come under a lot of pressure.”
Chamath Palihapitiya Jan 20, 2023 ▶ 1:03:43 E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
Jan 27, 2023 neutral
Insight
Friedberg: Ad auctions reach competitive pricing with only a few dozen advertisers
“But I will tell you that when you get to a certain volume, and it's not a big volume, you don't need a million advertisers bidding against each other. You only need a few dozen advertisers. And once you have a few dozen advertisers bidding against each other, …”
David Friedberg Jan 27, 2023 ▶ 10:44 E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
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