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
Assertion Not checkable as stated
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 …”
Gokul Rajaram Jan 29, 2026 ▶ 50:56 He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
Feb 24, 2026
Disclosure
Sundheim: D1 Invested in OpenAI Early and Pushed Them Toward 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.”
Dan Sundheim Feb 24, 2026 ▶ 21:10 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
Feb 24, 2026
Insight
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…”
Dan Sundheim Feb 24, 2026 ▶ 21:55 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
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