The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Insight
Machine learning ad targeting is best suited for performance marketers
“There are a lot of circumstances that where machine learning is very, very helpful. Particularly when you're doing pure performance based marketers who are only interested in a pure performance metric and are not as interested about branding or long-term custo…”
John Nardone Nov 11, 2017 ▶ 13:41 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Insight
Ad industry must shift data usage from media buying to creative
“And I think the, we're at this point where we have to remake the whole process of how advertising is created to be able to take advantage of data, not for the buying of media, Which programmatic has sort of already accomplished, but for the purpose of driving,…”
John Nardone Nov 11, 2017 ▶ 6:02 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Assertion Not checkable as stated
Only 18% of digital ads reach consumers in lean-back posture
“According to our analytics, only about 18% of digital ads are delivered to consumers in that lean back at home position.”
John Nardone Nov 11, 2017 ▶ 9:47 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Disclosure
Flashtalking is not using AI, releasing first ML tools in 2017
“We are not really using AI today. So we're going to have our first generation of machine learning coming out at the end of this year. But to this point, flash talking has been very focused on heuristic based targeting.”
John Nardone Nov 11, 2017 ▶ 13:02 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Assertion Not checkable as stated
Flashtalking has been profitable every single day since its founding
“The company has been profitable since day one, and that's why there's never been a penny of outside capital. It's been profitable every day of its existence.”
John Nardone Nov 11, 2017 ▶ 18:00 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Disclosure
Nardone would sell Flashtalking to Apple for $400 million
“Yes.”
John Nardone Nov 11, 2017 ▶ 19:44 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Assertion Partly supported
Nardone: Flashtalking Founders Sold 60% Stake to TA Associates in 2013
“Never took outside capital. Founders built the company from the ground up, funded it out of their own pockets, and then sold a 60% stake in the company to TA Associates.”
John Nardone Nov 11, 2017 ▶ 4:03 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Assertion Not publicly verifiable
Nardone: TA Associates Deal Injected Zero Primary Capital into Flashtalking
“No, no, no influx of cash at all. All that money went to the founders. So there's no outside capital in flash talking.”
John Nardone Nov 11, 2017 ▶ 5:06 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Disclosure
Nardone: Flashtalking charges incremental CPM fees based on targeting data complexity
“It's a CPM model. So based on the amount of complexity of the data that you're using for the targeting, it's a incremental CPM charge on your ad serving.”
John Nardone Nov 11, 2017 ▶ 11:27 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Assertion Not checkable as stated
Nardone: 40 clients generate roughly 80% of Flashtalking revenue
“I would say that there's about 40 clients that account for 80% of the revenue. And those are people like Walmart and American Express and Verizon and AT&T.”
John Nardone Nov 11, 2017 ▶ 14:14 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Assertion Not checkable as stated
Flashtalking delivers 15 billion to 40 billion impressions per month
“So we probably range anywhere from fifteen billion to forty billion a month. Depending on the time of the year.”
John Nardone Nov 11, 2017 ▶ 15:29 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
Assertion Not checkable as stated
Nardone: Flashtalking evaluates 14 to 15 data dimensions for ad personalization
“We take it to a, to very complicated decision models where we can use things like what the weather is, where the consumer is at the moment, what demographic profiles do they have, whether they've been to the website or not, whether they're a current customer, …”
John Nardone Nov 11, 2017 ▶ 7:32 840: Ad Tech: $400m from Apple? Deal! FlashTalking Doing 15-40b Impressions/month
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