Meta's Muse Spark Bridges Consumer Ads to Enterprise AI
Contextualizing Meta’s Muse Spark "Whether this API pilot emerges as a direct enterprise opportunity or not, there’s clear applicability to the Manus agent use case (which has already been brought to Meta’s ads manager), Meta’s off-platform Business AI initiative, and other advertiser-facing tasks. In other words: the consumer use case, advertising, also serves as an enterprise use case, and a worthy one given Meta’s scale." https://t.co/YITrxz9Iq7
Snap‑Perplexity Deal Valued at 7% of 2025 Sales
Curious indicator for the Snap / Perplexity deal. Perplexity’s $400MM payment to Snap (undisclosed mix of cash / equity) would have represented ~7% of Snap’s 2025 sales. Snap noted in Q4 earnings that the integration had been delayed due to...
Ramp Data Can’t Represent US Business Anthropic Usage
The notion that one third of US businesses pay for Anthropic’s tools is prima facie absurd. Ramp is very obviously not a representative sample of the entirety of the US economy. https://t.co/jV9vAvgLBn
Learn LLMs From Classics, Not Bite‑Size Social Posts
I've seen a lot of explanatory content floating around on X related to LLMs, transformers and attention, techniques like quantization, etc. Much of it seems obviously LLM-generated, and often I spot errors that are disqualifying. I'm not an ML expert by...
90‑second Non‑
A Reddit user is exposed to a 90-second, non-skippable YouTube ad in a 40-minute video on CTV. https://t.co/BukQnrjahx
AI-Driven App Surge Shrinks Organic Discoverability
The App Store discoverability squeeze "If the number of apps available in the App Store explodes through AI-assisted coding agents, yet the surface area for organic visibility remains fixed — or, actually, decreases, given that the second ad placement in search...
Rome Court Orders Netflix to Refund Illegal Price Hikes
A Rome court has ruled that Netflix's price increases in Italy between 2017-2024 were illegal and that it must refund customers and roll back its price adjustments. Customers on the Premium plan continuously from 2017 are entitled to €500 in...
OpenAI’s TBPN Deal Mirrors Standard Sponsorship Practices
It’s easy / tempting to overthink OpenAI’s acquisition of TBPN. But as a brand marketing campaign, it’s not egregious. Oracle has a five-year, $500MM sponsorship deal with F1 racing. Adidas pays Real Madrid $158MM annually for sponsorship placement on its...
Open-Weight LLMs Democratize Recommendation System Capabilities
RecSys and chill "Open-weight models are, by definition, publicly accessible. If the argument made by Meta and Netflix about the value of LLMs is truly that they bring semantic, contextual data to bear on ranking tasks (Meta has called this “world...
Netflix Leverages LLMs to Personalize Artwork Recommendations
LLMs are increasingly being used in RecSys for personalization and ranking tasks, where semantic and contextual knowledge can be brought to bear to rank pieces of candidate content using sequences of a user's behavioral history. Netflix has a new paper out...
Meta's AI Ad Stack Drives 3% Conversion Boost
RecSys, ad ranking, and the AI advertising opportunity Certainly, Meta seems to be investing resources into advanced architectures for ad retrieval, ad ranking, and RecSys more generally. And the results are impressive: a 3% increase in conversions might be interpreted as...
US May Push Tencent Gaming Divestiture Over Privacy Risks
The FT reported earlier this month that the Trump administration is considering forcing Tencent to divest certain gaming assets over security concerns. The notion that gaming assets, particularly mobile gaming assets, could be useful in user-level profiling is not implausible; recall...
Netflix Recruits YouTube Stars to Defend TV Dominance
Netflix’s YouTube opportunity, part 2 But given that the television is now the dominant viewing surface for YouTube in the United States, Netflix has good reason to want to recruit talent like Ms. Rachel and now Danny Go! from the...
AI Turns Commerce Into Personal Expression
The Prosperous Society, Part 2: The Human Nexus of Commerce The Prosperous Society is a podcast series by Mobile Dev Memo that articulates an AI Bull Thesis for the digital economy. It argues that the pervasive application of AI to the digital...
Stranger Things Dominates Netflix's H2 2025 Top‑10 List
Stranger Things took three of the top 10 positions in Netflix’s most-watched content list for the second half of 2025. Season 1, which premiered almost 10 years ago, ranked #5. https://t.co/MdjWiYMI1Q
