ads
3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 29, 2026 by Gokul Rajaram · across every show →
Everything said about ads, oldest first
Jan 29, 2026 negative
Introducing Ads Unavoidably Reduces Overall User Engagement Over Time
“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 …”
Feb 24, 2026
Feb 24, 2026
Sundheim: Tech firms cannot compete against ad-funded rivals without 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…”