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▶ 172:22 · $META · Large advertiser Sean Frank: Meta ads unmatched in scale, don't doubt Zuck
episode briefing
TBPN

YC Demo Day Lightning Round, New Snap AR Glasses, SpaceX Rips, Threads hits 500M Users

2026-06-16 · 10 company · 8 thematic
sentiment
10 bull0 bear0 neu
speakers
russell smith
ash

Interviews technology leaders on AI and enterprise trends. Guided discussion on AI agent adoption challenges, cost predictability, and security with AWS Director of Technology.

anda
sean frank

Built Ridge into $100M+ wallet brand expanding into wedding rings (10% US market), phone cases ($100M in 12 months), travel; uses AI (Codex) for inventory forecasting; manufacturing in Arizona.

stam
hugo frisk
quote
“Everyone is doubting Meta... But as a largeish customer who will spend something like a hundred million with them this year, Meta is working and no ad space comes close to their level of scale. Don't doubt the Zuck.”
—sean frank
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