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...push notifications or snail mail back in the day? There's a lot of similarities. It's gonna be wild to I mean, you just think about I I think the the way you think about it is, like, intelligence too cheap to meet it. Like, there's a lot of people wh
And then there's one more thing is the first stage of AI advertising is incredibly better targeting to show me the right video and then show me the right ad. And we think that's driven fifties to 70,000,000,000 of extra sales to Meta by adopting AI.
or a grocery store. They'll have AI to make things more efficient, but they still need the people there for now at least. These big cloud Mag seven, they have massive data advantages, a thousand x the data that anybody else has, and then they have th
...are actually gonna hold, like, AI optimization versus search engine optimization.
Yes. It's a it's a it's a strategic business decision to play that up. It's not just, it's not just a a tagline. Like, you you gotta live with it. You gotta live with that. You absolutely have to live with that. I mean, there there were a lot of AI r
Before the Super Bowl ad ran, they were talking about it. I mean, there are very few times my husband sends me a text about an ad. Okay? It grabbed a lot of people. The ads were incredibly well done. When you also think about the three sixty strategy
I think the shape of the different types of markets will be different. So for example, in internal facing communication, you'll have a lot of videos that'll all be very different because they're all talking about some different topic. Right? Which ma
...marketing. It's how do I look at old historical marketing that maybe was not that tailored that could be much more tailored. I like to think of that as micro audiences. How can I go from marketing to 300,000
large language and large vision models is, there has been many incredible ads that's been created through the generations, both brands who spent millions of dollars, but also, more grassroots, you know, the Dollar Shave Club ad that kicked off that.
their human produced ads. By the way, it could save you time. That is true. Okay. What are you seeing? I I see that both can work. Meaning, a a the AI ads that perform will be cheaper than the human based. Well, and and on you can create they're not
So really the question to close out the bull case is, is AI a good business to be in compared to search? Search is a great business to be in. So far, AI is not. But in the abstract, again, we're in the bowl case, so I'll give you this. It should be.
They have the temperament, the culture to do this much faster than other companies. Goldman Sachs can apply AI, but a banker is living in the real world, at least for now, or a grocery store. They'll have AI to make things more efficient, but they st
And I'm just curious, like, what are your initial thoughts on hearing that? I have thoughts. First of all, he lost me at connect your bank account. Just hook your bank account straight up to Mark Zuckerberg. Also, this feels incredibly vague. Like, y
...marketing that's aimed at a bot to perceive rather than a human because that that doesn't the the differences there are that that type of con you know, bots don't particularly enjoy storytelling. They don't care about your opening hook. They don't ca
But it's just interesting to see. Right? It's like you you give like, people can now replicate this these formats. We also gonna work on this specifically, the replication flow, because that's something very interesting to people. It's it's even more
Literally, physically making people connecting people together digitally and seeing that come into life in an ad was was quite powerful. I'm curious if you had any reactions to the OpenAI ad. We haven't had an AI having an ad before. OpenAI entered t
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