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App Economy Insights
🗓️ Massive earnings week ahead!
• Tuesday: $SOFI $PYPL $V $BKNG $UNH $UPS
• Wednesday: $GOOG $META $MSFT $VZ $CMG $FI $ETSY $KHC $NOW $MELI $SBUX $BA $KLA
• Thursday: $AMZN $AAPL $MA $NET $COIN $RDDT $LLY $MRK $CMCSA $ROKU $RBLX
All visualized in our newsletter. https://t.co/pTfEGchPkK
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🗓️ Massive earnings week ahead!
• Tuesday: $SOFI $PYPL $V $BKNG $UNH $UPS
• Wednesday: $GOOG $META $MSFT $VZ $CMG $FI $ETSY $KHC $NOW $MELI $SBUX $BA $KLA
• Thursday: $AMZN $AAPL $MA $NET $COIN $RDDT $LLY $MRK $CMCSA $ROKU $RBLX
All visualized in our newsletter. https://t.co/pTfEGchPkK
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Offshore
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Offshore
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Ahmad
https://t.co/ealbNXzGbX
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https://t.co/ealbNXzGbX
𝕏 premium should add a “see who viewed your profile” feature tweet
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Ahmad
missed but not forgotten :(
i am sorry Google fumbled you, Gemini 2.5 Pro 03-25, you were the bestest of models https://t.co/tBwqOWJJrB
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missed but not forgotten :(
i am sorry Google fumbled you, Gemini 2.5 Pro 03-25, you were the bestest of models https://t.co/tBwqOWJJrB
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Offshore
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Ahmad
> be OpenAI
> hire a small army of ex-Facebook ad and monetization people
> literally has a Slack channel just for ex-Meta staff
> brings in the full “targeted ads” playbook
> launch “Pulse”
> reads your chats while you sleep
> remembers you wanna visit Bora Bora
> knows your kid is 6 months old and
> “thinks” of your baby milestones
> suggests developmental toys next
> “it's for your convenience 🥺”
> actually laying the groundwork for targeted ads using memory
> internal memo: some people already think ChatGPT shows ads
> OpenAI staff: “might as well then”
> congrats, you’re back in the Facebook era
> except this time, you’re training the algo yourself
tweet
> be OpenAI
> hire a small army of ex-Facebook ad and monetization people
> literally has a Slack channel just for ex-Meta staff
> brings in the full “targeted ads” playbook
> launch “Pulse”
> reads your chats while you sleep
> remembers you wanna visit Bora Bora
> knows your kid is 6 months old and
> “thinks” of your baby milestones
> suggests developmental toys next
> “it's for your convenience 🥺”
> actually laying the groundwork for targeted ads using memory
> internal memo: some people already think ChatGPT shows ads
> OpenAI staff: “might as well then”
> congrats, you’re back in the Facebook era
> except this time, you’re training the algo yourself
tweet
Offshore
Photo
Ahmad
> youʼre OpenAI
> hire a small army of ex-Meta ad and monetization people
> a Slack channel just for ex-Facebook staff
> brings in the full “targeted ads” playbook
> launch a browser
> users install it, and OpenAI collects personalized, granular data at scale
> it’s a browser-shaped surveillance device
> it’s a mapping machine of your workflows
> itʼs a reverse-engineering tool for the internetʼs data pipelines, deployed at scale via their users
> launch Sora 2
> a TikTok‑style social network
> infinite AI-generated video feed
> you create or remix clips, upload your face, become the cameo star
> every scroll, like, remix is another data point, another ad signal
> their model learns exactly what hooks you and dials up the dopamine
> you’re not just watching, you’re training their algorithm for better ad targeting
> viral videos driven by your input + their algorithm = your attention refined into $$$
> “your feedback helps us improve the experience” (yeah, for advertisers)
> launch “Pulse”
> reads your chats while you sleep
> remembers you wanna visit Bora Bora
> knows your kid is 6 months old and
> “thinks” of your baby milestones
> suggests developmental toys next
> “it's for your convenience”
> actually laying the groundwork for targeted ads using memory
> internal memo: some people already think ChatGPT shows ads
> OpenAI staff: “might as well then”
> congrats, you’re back in the Facebook era
> except this time, you’re training the algo yourself
> Buy a GPU
> run your LLMs locally
> reject adware LLMs before it’s too late
tweet
> youʼre OpenAI
> hire a small army of ex-Meta ad and monetization people
> a Slack channel just for ex-Facebook staff
> brings in the full “targeted ads” playbook
> launch a browser
> users install it, and OpenAI collects personalized, granular data at scale
> it’s a browser-shaped surveillance device
> it’s a mapping machine of your workflows
> itʼs a reverse-engineering tool for the internetʼs data pipelines, deployed at scale via their users
> launch Sora 2
> a TikTok‑style social network
> infinite AI-generated video feed
> you create or remix clips, upload your face, become the cameo star
> every scroll, like, remix is another data point, another ad signal
> their model learns exactly what hooks you and dials up the dopamine
> you’re not just watching, you’re training their algorithm for better ad targeting
> viral videos driven by your input + their algorithm = your attention refined into $$$
> “your feedback helps us improve the experience” (yeah, for advertisers)
> launch “Pulse”
> reads your chats while you sleep
> remembers you wanna visit Bora Bora
> knows your kid is 6 months old and
> “thinks” of your baby milestones
> suggests developmental toys next
> “it's for your convenience”
> actually laying the groundwork for targeted ads using memory
> internal memo: some people already think ChatGPT shows ads
> OpenAI staff: “might as well then”
> congrats, you’re back in the Facebook era
> except this time, you’re training the algo yourself
> Buy a GPU
> run your LLMs locally
> reject adware LLMs before it’s too late
tweet