#paid-media
Thread
Gabriel A. Mays
April 25, 2024 at 11:27 PM
Says Temu isn’t distorting US ad prices:
Wyatt Kern
April 26, 2024 at 12:06 PM
Isn't 2023 and Q1 2024 what we are interested in, not necessarily 2022?
Michael Mallazzo
April 26, 2024 at 03:21 PM
tweet deleted-- Eric is generally great but his analysis was just kinda wrong here (largely for reasons Wyatt mentioned)
Michael Mallazzo
April 26, 2024 at 03:24 PM
Re: FB is absolutely ripping on growth-- inventory and ad pricing up. lots more Chinese cash coming inbound soon from the longtail of Chinese operations that are all over Amazon. Myopic Street just punished them mostly for sneaking in another little $3B of longer term investment--- Zuck and the squad will be just fine
Peter Quadrel
May 01, 2024 at 10:45 PM
It’s literally just Q2 this happens every, single, year.
This time meta had some real technical issues.
But its just the consumer.