Mobile marketing analyst and investor who advises hedge funds on Meta's AI-driven ad business; author of Mobile Dev Memo newsletter and GP of Heracles Fund.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Meta's image model trained exclusively on proprietary ad performance data (pixel/CAPI signals) creates an unbeatable feedback loop for ad creative generation that no other frontier lab can replicate, directly driving 33% ad revenue growth on $55B base.
ByteDance's TikTok Shop uses custom AI models trained on 12,000 hours of human product interaction to generate photorealistic avatar infomercials that outperform human creative when undetected; Comfort Hoodies scaled to $1B/year via affiliate model.
Veo video model still shows artifacts (car count inconsistencies) making it unready for YouTube ad deployment, but Gemma models are 'super amazing' and agent-ready, becoming one of Ollama's most downloaded models.