advertising

4 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Nov 1, 2024 by Sam Lessin · across every show →

Everything said about advertising, oldest first

Nov 1, 2024 bullish
Insight
Lessin: LLMs offer the highest leverage in ad creative and targeting
“Ad creative targeting, like these are the places that LLMs have by far the most leverage in the moment we're in.”
Sam Lessin Nov 1, 2024 ▶ 22:27 #71: Big Tech Earnings and the AI Revolution · More or Less Podcast
Jul 18, 2025 neutral
Prediction Not checkable as stated
Dave Morin: OpenAI and Anthropic must eventually adopt advertising business models
“ChatGPT, you know, ChatGPT, by the way, like, and Anthropic, like, they're making a lot of money, but they're not making enough money to fund the capital that they're raising. And so they have to turn to advertising sooner or later.”
Dave Morin Jul 18, 2025 ▶ 29:35 #108 Meta vs. OpenAI: Who Wins the Next Attention War? · More or Less Podcast
Jul 18, 2025 neutral
Assertion Partly supported
Jessica Lessin: OpenAI CFO stated advertising will become part of business model
“Their CFO is out there saying advertising is going to be a part of our business model publicly.”
Jessica Lessin Jul 18, 2025 ▶ 34:56 #108 Meta vs. OpenAI: Who Wins the Next Attention War? · More or Less Podcast
Sep 6, 2025 neutral
Insight
Dave Morin: Feeds segment users into thin cultures to maximize ad surfaces
“The feeds for a long time were trying to split you into as many cultures as it possibly could, right? Because you can, like, that makes sense from an advertising perspective, right? Like you want people to have as many thin cultures. You want to have a very la…”
Dave Morin Sep 6, 2025 ▶ 36:03 #115 Anthropic at $170B: Should Unicorns Be Forced to IPO? · More or Less Podcast
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