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eric seufert

T2 · manager / operator

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.

3 calls·3 names·67% bull·last heard last month·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$METAMeta Platforms

Meta's vertical AI integration creates proprietary ad creative flywheel

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.

TBPN2026-07→
2ndmedium conviction
$BYTEDANCEByteDance

TikTok Shop AI avatars generating $1B+ brands via 12K hours training data; GMV spillover to Amazon/DTC

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.

TBPN2026-07→
3rdmedium conviction
$GOOGLAlphabet

Google's video generation not ready for YouTube ads; DeepMind's Gemma leading open models

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.

TBPN2026-07→

most discussed · click a bar to filter

recurring themes

3 total
$META
···
Meta Platforms
HIGHeric seufert·TBPN·last month
Meta's vertical AI integration creates proprietary ad creative flywheel
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.
"We've got our own custom evals. Everything about the training was built with data that only we have. no other uh Frontier Lab can can can fine-tune their own models for this use c…"
36:00
$BYTEDANCE
ByteDance
MEDeric seufert·TBPN·last month
TikTok Shop AI avatars generating $1B+ brands via 12K hours training data; GMV spillover to Amazon/DTC
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.
"what Bite Dance is doing is incredible on this front, right? So they put out this paper a month ago... they invested in you know in in essentially like fine-tuning this model to m…"
42:00
$GOOGL
···
Alphabet
MEDeric seufert·TBPN·last month
Google's video generation not ready for YouTube ads; DeepMind's Gemma leading open models
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.
"I was uh demoing the latest uh VO model and it's good but it's still clockable as AI generated. There's still I had some cars spinning around and you know it's three cars and then…"
43:00