# ![@eric_seufert Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::167771431.png) @eric_seufert Eric Seufert

Eric Seufert posts on X about meta, $googl, ai, acquisition the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::167771431/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::167771431/c:line/m:interactions.svg)

- [--] Week [------] -79%
- [--] Month [-------] +71%
- [--] Months [---------] +67%
- [--] Year [---------] -65%

### Mentions: [--] [#](/creator/twitter::167771431/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::167771431/c:line/m:posts_active.svg)

- [--] Month [--] -62%
- [--] Months [---] +73%
- [--] Year [---] -12%

### Followers: [------] [#](/creator/twitter::167771431/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::167771431/c:line/m:followers.svg)

- [--] Week [------] +0.20%
- [--] Month [------] +1.20%
- [--] Months [------] +4.20%
- [--] Year [------] +13%

### CreatorRank: [---------] [#](/creator/twitter::167771431/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::167771431/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  [stocks](/list/stocks)  [finance](/list/finance)  [social networks](/list/social-networks)  [countries](/list/countries)  [gaming](/list/gaming)  [travel destinations](/list/travel-destinations)  [events](/list/events)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[meta](/topic/meta), [$googl](/topic/$googl), [ai](/topic/ai), [acquisition](/topic/acquisition), [tiktok](/topic/tiktok), [facebook](/topic/facebook), [gaming](/topic/gaming), [applovin](/topic/applovin) #114, [open ai](/topic/open-ai), [in the](/topic/in-the)

**Top accounts mentioned or mentioned by**
[@mobiledevmemo](/creator/undefined) [@grok](/creator/undefined) [@ericseufert](/creator/undefined) [@benthompson](/creator/undefined) [@stratechery](/creator/undefined) [@rishabhmjain](/creator/undefined) [@jamesborow](/creator/undefined) [@aripap](/creator/undefined) [@cjslattery](/creator/undefined) [@thomasbcn](/creator/undefined) [@econosopher](/creator/undefined) [@johnkoetsier](/creator/undefined) [@loewylawfirm](/creator/undefined) [@antoniogm](/creator/undefined) [@filtermacro](/creator/undefined) [@dtcprophet](/creator/undefined) [@mikeisaac](/creator/undefined) [@teejm](/creator/undefined) [@pbannist](/creator/undefined) [@andrewbedell1](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [AppLovin Corporation (APP)](/topic/applovin) [Snap, Inc. (SNAP)](/topic/$snap) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Shopify Inc (SHOP)](/topic/$shop) [Pinterest, Inc. (PINS)](/topic/$pins) [Microsoft Corp. (MSFT)](/topic/microsoft) [Spotify Technology (SPOT)](/topic/$spot) [Metadium (META)](/topic/$meta) [Netflix Inc (NFLX)](/topic/$nflx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Fenerbahçe Token (FB)](/topic/$fb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Thomasbcn @lehrjulian @matthausk @damianburns @sandrashuangwu Yeah I guess. In general I dont like to invest a lot of time into channels like this that I dont think can scale to be a meaningful % of spend too much opportunity cost"  
[X Link](https://x.com/eric_seufert/status/1179751189820448769)  2019-10-03T13:32Z 44.6K followers, [--] engagements


"Doing a day trip to LA always seems like a good idea beforehand. And then it seems like a horrible idea in the fourth non-consecutive hour in an Uber on the way home"  
[X Link](https://x.com/eric_seufert/status/1186829125543063552)  2019-10-23T02:18Z 44.6K followers, [--] engagements


"Im super curious about what everyone thinks of the Tesla Truck. Really: your opinions are very interesting to me"  
[X Link](https://x.com/eric_seufert/status/1198032404436287489)  2019-11-23T00:15Z 44.6K followers, [--] engagements


"I woke up to something like [---] new subscriptions to the @mobiledevmemo newsletter this morning did anyone see it get linked somewhere Who should I thank for this"  
[X Link](https://x.com/eric_seufert/status/1205582928450686976)  2019-12-13T20:19Z 44.7K followers, [--] engagements


"It's funny to read a paragraphs-long treatise on TikTok's growth strategy describing intricate "growth loops" and calculated influencer outreach that ends with a dry one-sentence admission that ByteDance spent $3MM / day on advertising"  
[X Link](https://x.com/anyuser/status/1266388788361793536)  2020-05-29T15:19Z 46.4K followers, [---] engagements


"MMPs: Surely Apple will cooperate with us around an app attribution solution that's more flexible and granular than SKAdNetwork. Big platforms can't just kill ad tech businesses TUNE:"  
[X Link](https://x.com/eric_seufert/status/1281349075888111617)  2020-07-09T22:06Z 44.6K followers, [--] engagements


"Is this new or did I miss it the first time Apple specifically cites SSO as requiring tracking permission in the documentation for NSUserTrackingUsageDescription (the second line of text in the app-tracking popup)"  
[X Link](https://x.com/eric_seufert/status/1291412484482650118)  2020-08-06T16:35Z 44.6K followers, [--] engagements


"$PTON still up 5% today despite Apple announcing Apple Fitness having recovered from a quick drop. All other subscription workout apps (without hardware moats) are probably sweating bullets"  
[X Link](https://x.com/eric_seufert/status/1305934467677270019)  2020-09-15T18:20Z 40.5K followers, [--] engagements


"I enjoyed doing this webinar with Unity on marketing strategy for indie game developers as part of Unity's Unite Now education series (note: I didn't realize they would be using the video which is why I don't make eye contact with the camera) https://resources.unity.com/unitenow/indie-xp/level-up-your-game-marketing#video https://resources.unity.com/unitenow/indie-xp/level-up-your-game-marketing#video"  
[X Link](https://x.com/eric_seufert/status/1327314076108775425)  2020-11-13T18:15Z 44.7K followers, [--] engagements


"I would not have guessed that Dolly Parton was one of the major funders for Modernas coronavirus vaccine which has proved to be nearly [--] percent effective in early data https://t.co/hXU5Be9UKu Dolly Parton was one of the major funders for Modernas coronavirus vaccine which has proved to be nearly [--] percent effective in early data https://t.co/hXU5Be9UKu"  
[X Link](https://x.com/eric_seufert/status/1328739154193231873)  2020-11-17T16:37Z 44.6K followers, [--] engagements


"In an interview with Kara Swisher ahead of the iOS [----] public launch Tim Cook described the App Store as an "economic miracle." It seems hard to decouple that miracle from the freemium model which is the App Store's economic engine--and is fundamentally threatened by ATT (1/X)"  
[X Link](https://x.com/eric_seufert/status/1388267413892960259)  2021-04-30T23:01Z 44.7K followers, [---] engagements


"I published this post explaining the timer system more than a year ago. I really hope most agencies or media buyers arent discovering this just now https://mobiledevmemo.com/mobile-advertising-without-the-idfa-a-comprehensive-overview/ Great point from @Gil_RunDMG on how Apple has massively delayed attribution between Apple devices & FB ad manager. Good luck making any kind of on the day decision on Black Friday / Cyber Monday if your campaign isn't working or competition is beating you. #FBads https://t.co/3Cr5wbeFWd"  
[X Link](https://x.com/eric_seufert/status/1420100454801891330)  2021-07-27T19:15Z 44.6K followers, [--] engagements


"Is Google rolling out its own version of ATT for Android It quietly updated its Google Play policy page yesterday requiring that devs disclose data collected in apps and provide a consent mechanism before data is collected https://support.google.com/googleplay/android-developer/answer/10808976hl=en&ref_topic=9877065 https://support.google.com/googleplay/android-developer/answer/10808976hl=en&ref_topic=9877065"  
[X Link](https://x.com/eric_seufert/status/1420884379526733829)  2021-07-29T23:10Z 44.6K followers, [--] engagements


"Pinterest $PINS has lost nearly 25% of its market cap in the last [--] days"  
[X Link](https://x.com/eric_seufert/status/1422582181793255425)  2021-08-03T15:36Z 40.5K followers, [--] engagements


"9/ That's still fantastic news to big game developers But "ability to link to alternative payments platforms" doesn't mean "30% increase to EBIT" for app developers"  
[X Link](https://x.com/eric_seufert/status/1437459644281151495)  2021-09-13T16:54Z 44.6K followers, [--] engagements


"Mobile has been completely unregulated with respect to the way that user data is collected used exchanged and monetized. The SEC action against App Annie is a signal that perhaps the government may start policing that. It could also be an isolated episode of intervention"  
[X Link](https://x.com/eric_seufert/status/1439412083511152644)  2021-09-19T02:12Z 44.7K followers, [--] engagements


"@johnkoetsier I love WP @MobileDevMemo is built on WP"  
[X Link](https://x.com/eric_seufert/status/1443386709316620292)  2021-09-30T01:26Z 44.6K followers, [--] engagements


"$SNAP down 25% on ATT frictions. Who could have guessed. $SNAP CEO Evan Spiegel on iOS [----] impact: "While we anticipated some degree of business disruption the new Apple-provided measurement solution did not scale as we had expected making it more difficult for our advertising partners to measure & manage their ad campaigns for iOS" $SNAP CEO Evan Spiegel on iOS [----] impact: "While we anticipated some degree of business disruption the new Apple-provided measurement solution did not scale as we had expected making it more difficult for our advertising partners to measure & manage their ad"  
[X Link](https://x.com/eric_seufert/status/1451281140292087820)  2021-10-21T20:16Z 40.5K followers, [---] engagements


"Im having a hard time thinking of someone less relevant to opine on this topic. "I think the actual business of Meta is doomed." Tufts Global Business Dean Bhaskar Chakravorti tells @emilychangtv why he is not optimistic about Facebooks name change and future https://t.co/YOBlJWZeEx https://t.co/N38VNGliqL "I think the actual business of Meta is doomed." Tufts Global Business Dean Bhaskar Chakravorti tells @emilychangtv why he is not optimistic about Facebooks name change and future https://t.co/YOBlJWZeEx https://t.co/N38VNGliqL"  
[X Link](https://x.com/eric_seufert/status/1454224298646949900)  2021-10-29T23:11Z 44.6K followers, [--] engagements


"Of the sad character archetypes on display at the airport frantic guy who is late for his flight and needs to cut the security line is the most pathetic. You missed your flight brother. Accept your fate and move forward"  
[X Link](https://x.com/eric_seufert/status/1456995834822905856)  2021-11-06T14:44Z 44.6K followers, [--] engagements


"Ad tech companies Criteo $CRTO and The Trade Desk $TTD neither of which has any exposure to ATT both popped after earnings. Will be interesting to see what happens to Applovin $APP and ironSource $IS on Wednesday"  
[X Link](https://x.com/eric_seufert/status/1457840777233588227)  2021-11-08T22:41Z 40.5K followers, [--] engagements


"Unity $U currently down 8% AH on earnings beat and raised Q4 guidance after announcing $1.6BN acquisition of Peter Jacksons Weta Digital"  
[X Link](https://x.com/eric_seufert/status/1458188938288537606)  2021-11-09T21:45Z 44.6K followers, [--] engagements


"We discussed this phenomenon in the TWiG podcast recording today which is most likely going live tomorrow. I went on quite the rant about it"  
[X Link](https://x.com/eric_seufert/status/1458549982424932357)  2021-11-10T21:39Z 44.6K followers, [--] engagements


"Related: https://x.com/eric_seufert/status/1461520014264180738 https://x.com/eric_seufert/status/1461520014264180738"  
[X Link](https://x.com/eric_seufert/status/1462918918956269571)  2021-11-22T23:00Z 44.7K followers, [--] engagements


"@Chronotope Maybe. I'd add a qualifier "Instacart vastly overestimated how much it could make *quickly* with ads." I've heard some things that suggest they are perhaps being too aggressive on that front"  
[X Link](https://x.com/eric_seufert/status/1469378006225502209)  2021-12-10T18:46Z 44.6K followers, [--] engagements


"@reidjjackson @johnkoetsier These people need to feel relevant. Hard for them to walk away especially so young"  
[X Link](https://x.com/eric_seufert/status/1469390266209640448)  2021-12-10T19:35Z 44.6K followers, [--] engagements


"I do not understand the enmity towards Calendly. It is an incredibly helpful tool that has meaningfully improved my quality of life"  
[X Link](https://x.com/eric_seufert/status/1486729693243969540)  2022-01-27T15:55Z 44.6K followers, [---] engagements


"Just finished The Lords of Easy Money by @CLeonardNews. Very readable overview of Fed policy mostly from the Volcker era to present that illuminates the FOMC process and helps to clarify the Feds long-term impact on the economy through interventions in [--] [--] & current"  
[X Link](https://x.com/eric_seufert/status/1487925588442689542)  2022-01-30T23:07Z 40.5K followers, [--] engagements


"I am running a Twitter Spaces event covering Facebook earnings in [--] hour $FB https://x.com/i/spaces/1RDGlgkLnwlKL https://x.com/i/spaces/1RDGlgkLnwlKL"  
[X Link](https://x.com/eric_seufert/status/1489004824335114249)  2022-02-02T22:36Z 44.7K followers, [--] engagements


"The 17% decline that $SNAP endured yesterday was a pretty clear overreaction given that $FB's drop was partly driven by declining MAU and flat DAU. The stock is up *40%* after hours on Q4 earnings"  
[X Link](https://x.com/eric_seufert/status/1489348782743511043)  2022-02-03T21:23Z 40.5K followers, [--] engagements


"Im pleased to announce that Privacy-Centric Digital Advertising: Implications for Research a paper I wrote with @garjoh_canuck and @julian_runge has been accepted for publishing in the Customer Needs & Solutions journal Read it here: https://papers.ssrn.com/sol3/papers.cfmabstract_id=3947290 https://papers.ssrn.com/sol3/papers.cfmabstract_id=3947290"  
[X Link](https://x.com/eric_seufert/status/1505359847058989056)  2022-03-20T01:45Z 44.7K followers, [---] engagements


"Ads won't save Netflix--at least not the advertising initiative that Reed Hastings described in the earnings call last night. Some thoughts in a thread (1/X)"  
[X Link](https://x.com/eric_seufert/status/1516793055403298825)  2022-04-20T14:56Z 40.5K followers, [---] engagements


"13/ Yes closing the measurement gap provides relief for these platforms. But targeting cant really be recovered completely: reaching 100% conversion estimation with probabilistic attribution simply allows advertisers to know how well their more broadly targeted campaigns perform"  
[X Link](https://x.com/eric_seufert/status/1520074944595517442)  2022-04-29T16:18Z 44.6K followers, [--] engagements


"Regarding $U: my best interpretation of the "ingesting bad data from a large customer" explanation is either 1) SKAdNetwork CV configuration was broken for a large advertiser or 2) issues arising from MoPub being shuttered on the publisher side. Still digesting the call"  
[X Link](https://x.com/eric_seufert/status/1524159343389646848)  2022-05-10T22:47Z 44.6K followers, [--] engagements


"😳 https://www.theglobeandmail.com/business/article-michele-romanows-clearco-exiting-foreign-markets-hires-advisor-to/ https://www.theglobeandmail.com/business/article-michele-romanows-clearco-exiting-foreign-markets-hires-advisor-to/"  
[X Link](https://x.com/eric_seufert/status/1564754153448022018)  2022-08-30T23:17Z 44.6K followers, [--] engagements


"Meta plans to cut costs by 10% yet at least once per week I see an ad agency declare that Facebook ad performance is back to pre-ATT levels"  
[X Link](https://x.com/eric_seufert/status/1572637497678766080)  2022-09-21T17:22Z 44.6K followers, [--] engagements


"Contrarian take: as AI-based creator tools improve the fidelity of their output will approach an asymptote that highlights the preciousness of human creativity. These tools wont dominate fashion film music etc. theyll merely augment a cheap commodity market for them"  
[X Link](https://x.com/eric_seufert/status/1574050830528937990)  2022-09-25T14:58Z 44.6K followers, [---] engagements


"@mjbarash @Digiday Why would advertisers want to spend more on direct deals in a challenging economy Wouldnt they want to streamline operations and reduce operational overhead"  
[X Link](https://x.com/eric_seufert/status/1574417025967030272)  2022-09-26T15:14Z 44.6K followers, [--] engagements


"Long: use cases that are naturally aligned with the design sensibilities of web3 / blockchain-based products. Short: web3 thinkfluencers who incessantly cheerlead metaverse land sales their conference appearances and NFT projects on LinkedIn"  
[X Link](https://x.com/eric_seufert/status/1578803625144373248)  2022-10-08T17:44Z 44.7K followers, [--] engagements


"@sherman4949 At $65 CPM $3 average ad revenue per user per month translates to an average of [--] ad views per month or [---] per day. Feels high"  
[X Link](https://x.com/eric_seufert/status/1580607410208935936)  2022-10-13T17:12Z 44.6K followers, [--] engagements


"2/ This somewhat arbitrary distinction between the risks of 1P vs 3P data dictates that benign purchase history can't be used to target ads by an ad platform but precise location data can be used to target ads by the app that collects it. Is this broadly better for consumers"  
[X Link](https://x.com/eric_seufert/status/1583101015301447681)  2022-10-20T14:21Z 44.7K followers, [--] engagements


"Repeat after me: Twitters ad revenue is dominated by brand spend (85%) for which CPA metrics like CPI are irrelevant. If anything this change will just showcase to brand advertisers just how few real people they were reaching previously @eric_seufert It might reduce CPM but might increase all the others (CPA CPI etc) as you know you're more likely to target real users engaged users etc @eric_seufert It might reduce CPM but might increase all the others (CPA CPI etc) as you know you're more likely to target real users engaged users etc"  
[X Link](https://x.com/eric_seufert/status/1587507441037606913)  2022-11-01T18:10Z 44.6K followers, [--] engagements


"Plausible chain of events: - Republicans win control of Congress - Trump announces [----] bid shortly thereafter to capitalize on momentum - Musk ends Twitter ban on political advertising - Trump's Twitter account re-instated - Trump campaign begins spending lavishly on Twitter ads"  
[X Link](https://x.com/eric_seufert/status/1589777860775927809)  2022-11-08T00:32Z 44.7K followers, [---] engagements


"@CaseyNewton One day after hosting the Q&A with advertisers"  
[X Link](https://x.com/eric_seufert/status/1590826618133819392)  2022-11-10T21:59Z 44.6K followers, [--] engagements


"Would you be surprised if you were fired or faced some other form of disciplinary action if you openly and directly criticized your employer's CEO on Twitter Yes No Yes No"  
[X Link](https://x.com/eric_seufert/status/1592594264029990912)  2022-11-15T19:03Z 44.6K followers, [--] engagements


"Interesting. Twitter seems to have very recently launched three new direct response ads products: Website Conversions Optimization Dynamic Product Ads and Collection Ads Stronger ROI for advertisers. Relevant ads for everyone. New Twitter solutions are now live 👇 https://t.co/9tWExprfZl Stronger ROI for advertisers. Relevant ads for everyone. New Twitter solutions are now live 👇 https://t.co/9tWExprfZl"  
[X Link](https://x.com/eric_seufert/status/1595578171092598786)  2022-11-24T00:40Z 44.7K followers, [---] engagements


"The irony of Twitter going to war with Apple over the 30% fee is that Twitter is perhaps better positioned than any other service to collect payments on the web"  
[X Link](https://x.com/eric_seufert/status/1597388042817646592)  2022-11-29T00:32Z 44.7K followers, [---] engagements


"I want to see the attribution model that produced the $170MM revenue metric. The nine greatest ads and what makes them effective: [--]. Volvo w/ Jean-Claude Van Damme Volvo wanted to demonstrate the stability and precision of Volvos dynamic steering. Cost: $4M Results: 48M views in [--] days $170M in Revenue https://t.co/gFQaHmFbm1 The nine greatest ads and what makes them effective: [--]. Volvo w/ Jean-Claude Van Damme Volvo wanted to demonstrate the stability and precision of Volvos dynamic steering. Cost: $4M Results: 48M views in [--] days $170M in Revenue https://t.co/gFQaHmFbm1"  
[X Link](https://x.com/anyuser/status/1602469225691742210)  2022-12-13T01:03Z 46.4K followers, [----] engagements


"@bendepear @Joe @facebook @Meta @Dominic2306 The ICO determined that Cambridge Analytica materially exaggerated its capabilities mostly utilized generic off-the-shelf tools and did not influence the Brexit referendum. https://iapp.org/news/a/ico-finds-no-evidence-cambridge-analytica-influenced-brexit-referendum/# https://iapp.org/news/a/ico-finds-no-evidence-cambridge-analytica-influenced-brexit-referendum/#"  
[X Link](https://x.com/eric_seufert/status/1606782966407270401)  2022-12-24T22:44Z 40.5K followers, 12.1K engagements


"Poking around on Twitter it appears that a bull thesis for this print was that Snap might have taken advertiser share shift from Twitter. Twitter and Snap are fundamentally different platforms with distinctive audiences and ad formats"  
[X Link](https://x.com/eric_seufert/status/1620532179997704194)  2023-01-31T21:19Z 44.6K followers, [----] engagements


"4/ Ad-supported gross margin lags that of the rest of the company's initiatives but the ad-supported business spans both podcasts and the free ad-supported music tier. Important to call out that ad-supported MAUs eclipse premium"  
[X Link](https://x.com/eric_seufert/status/1629272138762039297)  2023-02-25T00:08Z 40.5K followers, [----] engagements


"$SNAP's share price closed at $9.81 on Friday: roughly 1/8th of its all-time high of $83.11 set last September but about double its all-time low of $4.99 set in December '18. The stock debuted at $17 per share"  
[X Link](https://x.com/eric_seufert/status/1629863552461975553)  2023-02-26T15:18Z 40.5K followers, 23.5K engagements


"I missed this from the Pinterest $PINS Q4 earnings call: the company's revenue breaks down as 1/3rd conversion (direct response) 1/3rd brand and 1/3rd "consideration.""  
[X Link](https://x.com/eric_seufert/status/1636174647262625792)  2023-03-16T01:16Z 40.5K followers, 17K engagements


"Curious that potential control of the cloud gaming market is used as justification for blocking the $MSFT $ATVI deal given the high-profile failures in cloud gaming: Stadia and OnLive. Especially since OnLives patents were acquired bySony"  
[X Link](https://x.com/eric_seufert/status/1651205658971078669)  2023-04-26T12:44Z 40.5K followers, [----] engagements


"Well hello Las Vegas"  
[X Link](https://x.com/eric_seufert/status/1661488636322516993)  2023-05-24T21:45Z 44.9K followers, [----] engagements


"The FOMC established the 2% inflation target in 2012"  
[X Link](https://x.com/eric_seufert/status/1672724193547370496)  2023-06-24T21:53Z 36.9K followers, [----] engagements


"Everything is an ad network. Chipotle rewards has just become the newest ad network cc: @eric_seufert https://t.co/FRcvLo1uNn Chipotle rewards has just become the newest ad network cc: @eric_seufert https://t.co/FRcvLo1uNn"  
[X Link](https://x.com/eric_seufert/status/1673364975132241920)  2023-06-26T16:17Z 44K followers, 11.7K engagements


"Mobile gaming exists in a state of transformative change. In this thread I'll present some conditions that support both Bull and Bear cases for mobile gaming over the next 2-3 years. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1674440012048236548)  2023-06-29T16:14Z 36.1K followers, 34.8K engagements


"3/ I unpack the effects of ATT thoroughly in The ATT Recession & won't relitigate those points here. Mobile gaming was one of the categories at the center of ATT's impact zone"  
[X Link](https://x.com/eric_seufert/status/1674440015399600130)  2023-06-29T15:30Z 36.9K followers, [----] engagements


"4/ The central point of The ATT Recession is that claims of "macroeconomic headwinds" that were submitted in [----] to explain poor performance across social media advertising simply don't hold up to scrutiny given the unemployment real PCE and industrial output picture"  
[X Link](https://x.com/eric_seufert/status/1674440016792109059)  2023-06-29T15:30Z 36.1K followers, [----] engagements


"@JeromySonne Im not very familiar with how Apple conceives of fingerprinting in Safari"  
[X Link](https://x.com/eric_seufert/status/1674600714662756353)  2023-06-30T02:08Z 36.9K followers, [--] engagements


"Unclear if the measurement methodology for this MAU metric is consistent with how DAU was measured previously. Twitter reported 238MM mDAU (monetizable DAU) in Q2 [----]. NEWS: Twitter has told advertisers that the platform has around [---] million monthly active users according to a presentation given at Cannes in June. Twitter said the average time spent by users per day by on the platform is up 13% YoY rising to [--] minutes. NEWS: Twitter has told advertisers that the platform has around [---] million monthly active users according to a presentation given at Cannes in June. Twitter said the"  
[X Link](https://x.com/eric_seufert/status/1678024864920207360)  2023-07-09T12:54Z 44.4K followers, 15.9K engagements


"Strident language from @benthompson in today's Stratechery. Not only is the FTC's current ideologically-charged strategy ineffectual it may actually undermine the FTC's mandate & its ability to police genuinely anti-competitive behavior. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1679123756407570437)  2023-07-12T18:41Z 36.9K followers, 11.4K engagements


"@LoewyLawFirm @ZoForAustin Casar had national sentiment in [----] (defund etc.) as a tailwind. My sense is that this could end up hurting Zo since the DPS partnership was broadly popular in Austin its dissolution will be easy to blame a rise in crime on and his district is trending older"  
[X Link](https://x.com/eric_seufert/status/1679199071607705600)  2023-07-12T18:40Z 36.5K followers, [--] engagements


"I argued when Microsoft announced its intention to acquire Activision-Blizzard that mobile is the jewel in the portfolio. $ATVI announced earnings yesterday; mobile has grown to 40% of total LTM bookings and King set a net bookings *record* in Q2 up 9% Y/Y (1/X)"  
[X Link](https://x.com/eric_seufert/status/1682127694937440256)  2023-07-20T20:37Z 40K followers, 11.6K engagements


"2/ As I write this Candy Crush Saga -- first published on mobile more than [--] years ago -- sits in the #7 Top Grossing position All Categories in the US / iOS. Call of Duty Mobile sits at #16. Activision is currently the only publisher with two apps in Top [--] Grossing ranks"  
[X Link](https://x.com/eric_seufert/status/1682127696397058049)  2023-07-20T22:48Z 36.9K followers, [---] engagements


"3/ $MSFT stated that it will launch a mobile app (game) store in the EU if its acquisition is approved. The combination of an app store multiple scaled mobile franchises & advertising infrastructure (Xandr) could allow for an impressive content fortress"  
[X Link](https://x.com/eric_seufert/status/1682127697550487552)  2023-07-21T03:13Z 36.9K followers, [---] engagements


"At its current share price of $10.31 $SNAP's market cap of $16.5BN is a little more than 1/3rd of that of The Trade Desk's $TTD at $43.5BN"  
[X Link](https://x.com/eric_seufert/status/1684937744013754368)  2023-07-28T14:43Z 39.7K followers, 18.1K engagements


"Yesterday Meta announced that it will change the legal basis through which it processes certain data in the EU under the GDPR from Legitimate Interest to Consent. This is a substantive policy change that will have serious repercussions on digital advertising in the EU. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1686780184253415428)  2023-08-02T16:45Z 36.9K followers, 47.6K engagements


"Name this hip hop group"  
[X Link](https://x.com/eric_seufert/status/1687999475053166592)  2023-08-06T01:30Z 36.4K followers, 22.9K engagements


"After printing a substantial earnings beat on both top and bottom lines yesterday mobile gaming app install ad network Applovin's $APP market cap is $12.4BN $4.5BN less than Snap's $SNAP market cap of $16.9BN"  
[X Link](https://x.com/eric_seufert/status/1689641275946041344)  2023-08-10T14:14Z 36.9K followers, 11.9K engagements


"Twitter / X continues to experience Top Downloaded chart rank decline following the app's name change from Twitter to X"  
[X Link](https://x.com/eric_seufert/status/1690104544577863680)  2023-08-11T20:54Z 36.5K followers, 64.7K engagements


"Twitter has seen a dramatic decrease in its Top Downloaded chart position across both platforms since the app was renamed to X. Why The situation presents a fascinating case study at the intersection of brand equity and mobile platform dynamics. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1691814715431723449)  2023-08-16T14:10Z 36.1K followers, 37.1K engagements


"3/ I like Top Downloaded chart rank positions as growth indicator metrics because they are published by the platforms themselves. But these metrics require interpretation:"  
[X Link](https://x.com/eric_seufert/status/1691814718426476635)  2023-08-16T14:10Z 36.9K followers, [----] engagements


"4/ My hypothesis is that while the terminally-online are entirely aware of Twitter's rebrand to X most consumers aren't and their searches for "Twitter" on platform stores surface ads and genuine search results that are in no way redolent of Twitter. This is unrecognizable:"  
[X Link](https://x.com/eric_seufert/status/1691814720196559142)  2023-08-16T14:10Z 36.4K followers, [----] engagements


"This quote from Khan is unhinged. This is important because rewarding good ideas is exactly what markets are really really bad at but Yale law theorists hell bent on overturning [---] years of anti-trust standards really excel at. https://t.co/IbcaDZQhCD This is important because rewarding good ideas is exactly what markets are really really bad at but Yale law theorists hell bent on overturning [---] years of anti-trust standards really excel at. https://t.co/IbcaDZQhCD"  
[X Link](https://x.com/eric_seufert/status/1692220577098969483)  2023-08-17T17:03Z 44.6K followers, 19.7K engagements


"The EUs Post-Advertising Internet"  
[X Link](https://x.com/eric_seufert/status/1692222917558300927)  2023-08-17T17:12Z 36.9K followers, [----] engagements


"Helpful visualization of the programmatic digital advertising supply chain"  
[X Link](https://x.com/eric_seufert/status/1692359079660802093)  2023-08-18T02:13Z 36.1K followers, 11.1K engagements


"@cauchyfriend The bank doesnt own your mortgage for very long after origination"  
[X Link](https://x.com/eric_seufert/status/1694106101250207805)  2023-08-22T21:55Z 36.9K followers, [----] engagements


"The "diversity of channels is de facto optimal" mentality pervades digital marketing. I believe this is misguided. A marketing team should consider not only incremental ad spend (revenue) but also additional overhead and opportunity cost when evaluating new channels. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1694719757017395491)  2023-08-24T14:34Z 36.6K followers, [----] engagements


"Instacart was one of my original canonical "Everything is an Ad Network" references. Per its S-1 filed today the company generated $740MM in ad revenue (+ "other") in [----] on $2.5BN in total revenue for roughly 30%. Everything is an ad network"  
[X Link](https://x.com/eric_seufert/status/1695200199478583606)  2023-08-25T22:23Z 36.5K followers, 15.7K engagements


"@MikeIsaac Want a TV that doesnt advertise to you or collect your viewing data Itll cost you. https://www.ebay.com/itm/266209863391mkcid=16&mkevt=1&mkrid=711-127632-2357-0&ssspo=iPFqzyjxT7W&sssrc=4429486&ssuid=WURbiX_aTzi&var=&widget_ver=artemis&media=COPY https://www.ebay.com/itm/266209863391mkcid=16&mkevt=1&mkrid=711-127632-2357-0&ssspo=iPFqzyjxT7W&sssrc=4429486&ssuid=WURbiX_aTzi&var=&widget_ver=artemis&media=COPY"  
[X Link](https://x.com/anyuser/status/1695569140747026460)  2023-08-26T22:49Z 46.4K followers, 101.6K engagements


"This is excellent advice and I give the same. A digital-first consumer company's management should deeply and intuitively understand ad platforms because in success they'll be the singularly most critical source of manageable revenue growth. The engine of the enterprise"  
[X Link](https://x.com/eric_seufert/status/1696636550514143416)  2023-08-29T21:30Z 36.2K followers, [--] engagements


"Amazons precipitous ad revenue growth is impressive. Back in [----] I proposed that the Facebook + Google stranglehold on digital advertising growth might give way to a Triumvirate that included Amazon. At $50BN in 2023E ad revenue that may be true now"  
[X Link](https://x.com/eric_seufert/status/1697377871705059626)  2023-08-31T22:36Z 37K followers, 48.9K engagements


"Fake mobile gaming ads meet Community Notes"  
[X Link](https://x.com/eric_seufert/status/1697593442195378210)  2023-09-01T12:53Z 36.9K followers, [----] engagements


"Im on paternity leave with a significant amount of free time on my hands. What books should I read I prefer non-fiction"  
[X Link](https://x.com/eric_seufert/status/1698771100711129454)  2023-09-04T18:52Z 36.5K followers, 24.4K engagements


"@humanpropensity @Intel_Steve Yes great book. I have read [----] and Birth of Plenty. I have actively avoided Guns Germs and Steel"  
[X Link](https://x.com/eric_seufert/status/1698811727347925120)  2023-09-04T21:34Z 36.9K followers, [--] engagements


"@Intel_Steve Ha. I pre-ordered it for my PS5 which thankfully for the sake of my marriage is in my office"  
[X Link](https://x.com/eric_seufert/status/1698811989248651474)  2023-09-04T21:35Z 37K followers, [---] engagements


"The social media bifurcation: Are data privacy and other regulatory hurdles creating a widening gap in revenue growth between "big" and "small" social media platforms (1/X)"  
[X Link](https://x.com/eric_seufert/status/1699428264589119856)  2023-09-06T14:24Z 36.2K followers, [----] engagements


"2/ The largest platforms can dedicate more resources to infrastructure investments -- and have their tools adopted with higher priority by advertisers. The CEO of Pinterest discussed this dynamic in the company's most recent earnings call:"  
[X Link](https://x.com/eric_seufert/status/1699428266505863219)  2023-09-06T14:24Z 36.9K followers, [---] engagements


"The CMO role at large companies has become a sinecure for high-status creative people with expansive personal networks. A place to park for 18-24 months while running the Cannes / upfronts / Davos circuit. Little business value but CEOs enjoy being in proximity to this milieu"  
[X Link](https://x.com/eric_seufert/status/1699861844473561116)  2023-09-07T19:07Z 36.9K followers, 44.5K engagements


"@FascinatingTech I think its also hard to motivate these organizations to police very specific interpretations of these laws for example that consent collected from cookie banners is invalid when options are pre-checked given the challenge in quantifying the harm"  
[X Link](https://x.com/eric_seufert/status/1700843490672845299)  2023-09-10T12:07Z 36.6K followers, [--] engagements


"4/ But this problem primarily materializes with monetization changes: if 95% of the DAU base is "old" a global ARPU increase resulting from a test when dimensionalized by cohort age could reveal decreased ARPU for new cohorts. What's the net effect in the long term"  
[X Link](https://x.com/eric_seufert/status/1700997418781933612)  2023-09-10T22:19Z 36.5K followers, [----] engagements


"5/ Ignoring cohort age as a dimension in product analytics can lead to "eating the seed corn": implementing changes that improve monetization / retention for elder cohorts but promote increased churn in newer cohorts constraining actual DAU / revenue growth"  
[X Link](https://x.com/eric_seufert/status/1700997420388364417)  2023-09-10T22:19Z 36.9K followers, [----] engagements


"While the use case is exciting I believe the value of Generative AI for advertising creative production: 1) Will mostly accrue to large platforms that provide the functionality for free; 2) Will materialize slowly as platforms garner advertiser trust with this functionality"  
[X Link](https://x.com/eric_seufert/status/1701291764756390260)  2023-09-11T17:48Z 36.1K followers, [----] engagements


"I think Unitys per-install pricing decision is being misinterpreted. Unitys blog post says explicitly that the company will offer discounts for adopting LevelPlay. I imagine that Unity would far prefer devs adopt LevelPlay than pay runtime fees. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1701951947283059145)  2023-09-13T13:32Z 36.5K followers, [--] engagements


"2/ I argue in this piece that mediation is the critical component to a scaled integrated app-install ads business post-ATT because it delivers the bid data needed to optimize demand-side targeting"  
[X Link](https://x.com/eric_seufert/status/1701951948893691944)  2023-09-13T13:32Z 36.9K followers, [----] engagements


"@JoshSEdwards @ID_AA_Carmack Youre probably right I havent looked at the packaging recently but in any case I remembered the contents as being safe to dispose of"  
[X Link](https://x.com/eric_seufert/status/1702381624892026966)  2023-09-14T17:59Z 36.9K followers, [---] engagements


"Applovin's CEO has published commentary on Unity's recent Runtime Fee / engine pricing changes:"  
[X Link](https://x.com/eric_seufert/status/1702737829263016131)  2023-09-15T17:35Z 36.5K followers, 16.1K engagements


"As of today Applovin $APP has a larger market cap ($14.68BN) than Snap $SNAP ($14.10BN)"  
[X Link](https://x.com/eric_seufert/status/1704137196591038651)  2023-09-19T14:15Z 36.5K followers, 10.4K engagements


"Is Instacart "too much" of an ad network While advertising as a percentage of Instacarts overall revenue decreased from 31% in [----] to 29% in [----] it still represents a significant proportion especially for such a nascent endeavor. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1704504080549171465)  2023-09-20T14:33Z 36.3K followers, [----] engagements


"From a first-principles standpoint if contextual targeting is as commercially efficient / effective as behavioral then why was so much money invested into behavioral Related: some sites / products provide helpful contextual signals and some provide none"  
[X Link](https://x.com/eric_seufert/status/1704539922227445889)  2023-09-20T16:56Z 36.9K followers, 10.8K engagements


"Why were three of the Top [--] most downloaded apps in the US yesterday from fast food chains My hypothesis: fast food chains are sidestepping delivery apps like UberEats in order to aggregate first-party customer data (1/X)"  
[X Link](https://x.com/eric_seufert/status/1704918367688126918)  2023-09-21T17:59Z 36.9K followers, [----] engagements


"2/ Last week I wrote about how the Top Downloaded charts for both the App Store and Google Play were reshuffled at the start of the NFL season. But I found something curious: why would anyone download a fast food app to order food"  
[X Link](https://x.com/eric_seufert/status/1704918369298747543)  2023-09-21T17:59Z 36.9K followers, [---] engagements


"@fnkylabs Yes but these apps started climbing the ranks earlier than that around the start of the NFL season"  
[X Link](https://x.com/eric_seufert/status/1704919395493982590)  2023-09-21T18:03Z 36.4K followers, [--] engagements


"@teej_m Yes I think having the first-party relationship with the consumer is the primary motivation -- whether that's manifested through decreased user acquisition expenditure or the value inherent in owning the data"  
[X Link](https://x.com/eric_seufert/status/1704933333573005343)  2023-09-21T18:59Z 40.5K followers, [---] engagements


"@pubkevin @teej_m I wonder how meaningful the fast food category is to UberEats. This sounds like it could be painful for marketplace food-ordering apps"  
[X Link](https://x.com/eric_seufert/status/1704935511222022329)  2023-09-21T19:07Z 36.4K followers, [--] engagements


"Amazon will introduce ads to Prime Video in [----] by default -- subscribers will need to pay an additional fee to remove ads from their stream. Interesting business model; contrasts with those of Netflix and Disney+"  
[X Link](https://x.com/eric_seufert/status/1705220251338649894)  2023-09-22T13:59Z 36.6K followers, [----] engagements


"@JamesHercher Yes although the upward trend seems to have started at the beginning of the NFL season. My question is: why did these apps' ranks surge and not UberEats / Deliveroo The point of the piece is that these chains are promoting their own apps for home delivery"  
[X Link](https://x.com/eric_seufert/status/1705225001962471537)  2023-09-22T14:18Z 36.9K followers, [---] engagements


"These viral pops are not sustainable and this kind of short-term focus often forces the developer to make product decisions that actively corrode long-term retention. Acute virality is an albatross"  
[X Link](https://x.com/eric_seufert/status/1705634636062248996)  2023-09-23T17:26Z 36.5K followers, [----] engagements


"I want to get back into a weekly publishing cadence for the @MobileDevMemo podcast. Who should I interview on topics related to digital advertising product growth and analytics digital privacy or the digital economy"  
[X Link](https://x.com/eric_seufert/status/1705971181826785381)  2023-09-24T15:43Z 36.5K followers, [----] engagements


"Someone send help Im a Spotify subscriber and I cant stop listening to music out of a sense of pecuniary duty. I havent slept in days and my wife has threatened to leave me if I play Who Let The Dogs Out on our Sonos again"  
[X Link](https://x.com/eric_seufert/status/1706838674409701641)  2023-09-27T01:10Z 36.9K followers, [--] engagements


"Linda Yaccarinos interview was difficult to watch"  
[X Link](https://x.com/eric_seufert/status/1707397535503937586)  2023-09-28T14:11Z 36.9K followers, [----] engagements


"@BillBrewsterTBB 👋 $10MM solo-GP venture fund focused on mobile publishing technologies"  
[X Link](https://x.com/eric_seufert/status/1707875780313620888)  2023-09-29T21:51Z 36.9K followers, [----] engagements


"What is an IP worth for a mobile game"  
[X Link](https://x.com/eric_seufert/status/1708574204986019904)  2023-10-01T20:06Z 36.6K followers, [----] engagements


"Whats the most appropriate title for the executive responsible for user base growth for a consumer product"  
[X Link](https://x.com/eric_seufert/status/1709616292611641574)  2023-10-04T17:07Z 36.3K followers, [----] engagements


"I enjoyed going deep on streaming the mobile gaming market and regulating the digital economy with the inimitable Ben Thompson on todays episode of his @stratechery podcast"  
[X Link](https://x.com/eric_seufert/status/1709929897278558418)  2023-10-05T13:53Z 36.9K followers, 10.9K engagements


"2/ We recorded the episode on Sunday. Its quite remarkable to note how much news related to our conversation has broken since then (details of Metas ad-free subscription Netflix price increase)"  
[X Link](https://x.com/eric_seufert/status/1709929902366212417)  2023-10-05T13:53Z 36.9K followers, [----] engagements


"SNL is filming in the lobby of the Chelsea Hotel presently"  
[X Link](https://x.com/eric_seufert/status/1710001103096439233)  2023-10-05T18:36Z 36.9K followers, [----] engagements


"Reminder that revenue estimates from app intelligence services are modeled from unrepresentative samples and should be considered wholly unreliable. I wrote this in 2018:"  
[X Link](https://x.com/eric_seufert/status/1710452670194966730)  2023-10-07T00:31Z 36.2K followers, 14.5K engagements


"Interesting: I received a physical toy catalogue from Amazon in the mail. It looks like a childrens book. I imagine this marketing tactic will be fairly effective at capturing interest from a households children and driving purchases by their parents"  
[X Link](https://x.com/eric_seufert/status/1710685897824338416)  2023-10-07T15:57Z 36.9K followers, 10.3K engagements


"What Hamas perpetrated today was self-destructive. The fact that Saudia Arabia was negotiating normalization with Israel at all indicates that Middle Eastern political dynamics have moved beyond the question of Palestine. And Hamas has now painted itself into a corner. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1710830008787190061)  2023-10-08T01:30Z 36.9K followers, 12.3K engagements


"@BGOnTheScene You cant specifically highlight the fact that the victims were non-combatants (hipsters) and then characterize the Hamas militants as resistance. Entirely logically inconsistent. This was a terrorist act against civilians conducted by definition by terrorists"  
[X Link](https://x.com/anyuser/status/1711355826324079001)  2023-10-09T12:19Z 46.4K followers, 32K engagements


"@reidjjackson Must be billions on an annualized basis. ByteDance spent $1BN promoting TikTok in 2018"  
[X Link](https://x.com/eric_seufert/status/1711365762051408235)  2023-10-09T12:59Z 36.1K followers, [---] engagements


"2/ If the DoJ decides that Google cannot use a revenue share agreement with Apple to hold Default Search Engine status on iOS would that decision prevent Google from using a revenue share agreement (or another compensation mechanic) to be included in the Secondary options"  
[X Link](https://x.com/eric_seufert/status/1711370070998352362)  2023-10-09T13:16Z 36.9K followers, [----] engagements


"3/ And if so would Microsoft and DuckDuckGo be prevented by that decision from offering compensation to be included in the Secondary Options The dynamics of these traffic acquisition agreements are more complex than simply paying for Default status"  
[X Link](https://x.com/eric_seufert/status/1711370072210411560)  2023-10-09T13:16Z 36.9K followers, [---] engagements


"@graceblakeley @broseph_stalin My competing thesis is that any morally sane person finds the wonton and indiscriminate murder of civilians that was perpetrated by Hamas terrorists to be vile and unacceptable"  
[X Link](https://x.com/eric_seufert/status/1711419316745150787)  2023-10-09T16:32Z 36.9K followers, 11.6K engagements


"John Riccitiello retiring as President CEO and Chairman of Unity $U"  
[X Link](https://x.com/eric_seufert/status/1711487332145144213)  2023-10-09T21:02Z 36.9K followers, 28.6K engagements


"Interesting hypothesis. Unemployment rate has been at historic lows for some time although the latest jobs report reflected an increase in secondary employment which might corroborate this"  
[X Link](https://x.com/eric_seufert/status/1711713312742793218)  2023-10-10T12:00Z 36.9K followers, [----] engagements


"@inverse_DK @WillSun_1 @stratechery Yes their outlook related to advertising was quite cautious / reserved in the most recent earnings call"  
[X Link](https://x.com/eric_seufert/status/1711875760338669742)  2023-10-10T22:46Z 36.9K followers, [--] engagements


"One of the most awkward conversations any marketer will have is when they are asked by their CFO to explain the output of a probabilistic attribution model. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1712116181958615379)  2023-10-11T14:41Z 36.1K followers, 26.5K engagements


"I understand that this is merely a marketing stunt but it seems to indicate a lack of strategic clarity and focus: Netflix is planning to launch retail destinations in [----] https://www.theverge.com/2023/10/12/23914796/netflix-house-retail-stores-2025 https://www.theverge.com/2023/10/12/23914796/netflix-house-retail-stores-2025"  
[X Link](https://x.com/eric_seufert/status/1712830033885106397)  2023-10-13T13:57Z 44.2K followers, [----] engagements


"I cannot stress vigorously enough how detrimental to fundraising it is to have a bozo listed as an advisor. Bozo advisors highlight a number of structural weaknesses: 1) lack of familiarity with the market 2) poor judgment 3) insufficient respect for value of equity etc. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1713597365934764201)  2023-10-15T16:47Z 36.9K followers, 12.5K engagements


"2/ Having bozos on the cap table as angels is a different story. But when I see a bozo listed as an advisor I think: You gave this person equity but expect me to buy it Start-ups must be judicious with equity. The recipient list is emblematic of commercial potential"  
[X Link](https://x.com/eric_seufert/status/1713597369206399370)  2023-10-15T16:47Z 40.5K followers, [----] engagements


"Austin Texas"  
[X Link](https://x.com/eric_seufert/status/1713625966126182567)  2023-10-15T18:40Z 36.1K followers, [----] engagements


"This video serves as a fantastic overview of the history of Search advertising and the dynamics of advertising auctions"  
[X Link](https://x.com/eric_seufert/status/1714308012460986508)  2023-10-17T15:50Z 36.9K followers, [----] engagements


"2/ I published an entire podcast episode about digital advertising auctions with @garjoh_canuck in February of last year:"  
[X Link](https://x.com/eric_seufert/status/1714309997713068402)  2023-10-17T15:58Z 36.5K followers, [----] engagements


"7/ Finally of note: the reporting region that saw the strongest Q3 subscriber growth was EMEA. Assuming that this was driven primarily by Europe & primarily by the password-sharing crackdown what does it say about price sensitivity & receptivity to advertising in the region"  
[X Link](https://x.com/eric_seufert/status/1715058410503147876)  2023-10-19T17:32Z 36.1K followers, [----] engagements


"8/ Full piece: Netflix Q3 earnings: subscriber beat new ad formats yet another price hike"  
[X Link](https://x.com/eric_seufert/status/1715058412105429204)  2023-10-19T17:32Z 36.1K followers, [----] engagements


"6/ I generally believe that consumer preferences for default stores and payment methods have been so inculcated at this point (15 years after the App Store was launched) that any mandate must be specific and prescriptive in order to effect real change"  
[X Link](https://x.com/eric_seufert/status/1715368157735530861)  2023-10-20T14:03Z 36.2K followers, [---] engagements


"I sometimes see the fact that advertising spend as a percentage of GDP remains relatively stable over time as support for the idea that advertising doesn't impact commerce but just facilitates the shuffling of money around. This ignores advertising's effect on GDP"  
[X Link](https://x.com/eric_seufert/status/1715483034156142668)  2023-10-20T21:40Z 36.1K followers, [----] engagements


"2/ If advertising -- and especially digital advertising -- coincided with a significant increase in GDP and advertising spending increased proportionally then the stability of the ratio is somewhat irrelevant. Movement along the demand curve = shifting of the demand curve"  
[X Link](https://x.com/eric_seufert/status/1715483035578019996)  2023-10-20T21:40Z 36.9K followers, [----] engagements


"Quite the chart"  
[X Link](https://x.com/eric_seufert/status/1715728355138359588)  2023-10-21T13:54Z 36.1K followers, [----] engagements


"If you wonder whether a YIMBY paradise exists in the US complete with a thriving economy a peerless healthcare system world-class museums a vibrant food scene & multiple professional sports teams then I have good news and bad news. Good news: it does. Bad news:"  
[X Link](https://x.com/eric_seufert/status/1715753619788533976)  2023-10-21T15:35Z 36.1K followers, [----] engagements


"FaZe is a professional eSports clan that went public last year via SPAC at a valuation of $750MM. It was recently acquired for $17MM in stock by Gamesquare Holdings an entertainment company owned by Jerry Jones the owner of the Dallas Cowboys"  
[X Link](https://x.com/eric_seufert/status/1715851281116364946)  2023-10-21T22:03Z 36.1K followers, [----] engagements


""Cohort stacking" is the keystone concept within the practice of Growth and it's entirely a function of product retention. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1716458942463721910)  2023-10-23T14:17Z 36.9K followers, 10.7K engagements


"2/ Companies often focus disproportionate energy on the top of the growth funnel: customer acquisition & awareness. But the reality is that a product can't grow if cohorts don't retain to such an extent that DAU on any given day looks like a layer cake of historical user cohorts"  
[X Link](https://x.com/eric_seufert/status/1716458944195928471)  2023-10-23T14:17Z 36.1K followers, [----] engagements


"3/ If cohorts don't retain such that they "stack" or compound then there is no use for user acquisition. It's like putting gas into a car with no engine. Chart taken from this piece:"  
[X Link](https://x.com/eric_seufert/status/1716458945311609104)  2023-10-23T14:17Z 36.1K followers, [----] engagements


"Interesting: Google will introduce a tool to Chrome that allows users to obfuscate their IP addresses similar to Apples Private Relay. https://www.bleepingcomputer.com/news/google/google-chromes-new-ip-protection-will-hide-users-ip-addresses/ https://www.bleepingcomputer.com/news/google/google-chromes-new-ip-protection-will-hide-users-ip-addresses/"  
[X Link](https://x.com/eric_seufert/status/1716624413381022058)  2023-10-24T01:15Z 40.4K followers, 14.5K engagements


"2/ Companies often take shortcuts that prevent the performance of marketing from being fully incorporated into a forward-looking P&L which can obscure the actual impact of marketing spend and nudge Finance teams to be unnecessarily conservative with marketing budgeting"  
[X Link](https://x.com/eric_seufert/status/1716835813198029137)  2023-10-24T15:15Z 36.1K followers, [---] engagements


"3/ At the same time: the cash flow schedule from marketing campaigns determines the financial health of a company. Companies can go bankrupt buying traffic profitably on a long enough LTV recoup timeline"  
[X Link](https://x.com/eric_seufert/status/1716835814888345824)  2023-10-24T15:15Z 36.1K followers, [---] engagements


"@econosopher Small population makes normalizing for per-capita not useful"  
[X Link](https://x.com/eric_seufert/status/1716885192479281616)  2023-10-24T18:31Z 36.1K followers, [--] engagements


"$SNAP up 13% in AH trading on a return to Y/Y revenue growth and significant DAU expansion. My earnings analysis will be published on @MobileDevMemo tomorrow morning (subscribers only)"  
[X Link](https://x.com/eric_seufert/status/1716911384401977789)  2023-10-24T20:15Z 36.1K followers, [----] engagements


"I have been tracking this chart from Alphabet's earnings for some time: it is the delta between Network and YouTube revenue calculated as Network - YouTube. In Q3 for the first time in the company's history it was negative. $GOOGL"  
[X Link](https://x.com/eric_seufert/status/1717270322280296737)  2023-10-25T20:02Z 39.6K followers, 14.9K engagements


"@RoccoStrauss I think its due to a multitude of factors (including what you mention about PMax) that are all intentionally designed to drive revenue/budget away from low-margin 3P inventory into its high-margin 1P inventory. Note also that Network is the subject of the DoJ suit"  
[X Link](https://x.com/eric_seufert/status/1717305718317986186)  2023-10-25T22:22Z 36.2K followers, [---] engagements


"Meta saw 24% growth in advertising revenue in Q3 [----]. I published this diagram in my analysis of last quarter's earnings which captures the company's turnaround strategy: - drive increased engagement with Reels - drive increased advertising efficiency with Advantage+ (1/X)"  
[X Link](https://x.com/eric_seufert/status/1717513154874237396)  2023-10-26T12:07Z 36.1K followers, 16.1K engagements


"2/ In Q3 Meta's saw its decline in average price per ad reach the lowest level since Q4 [----] (see: increased advertising efficiency with Advantage+) with ad impressions growing by 31% (see: increased engagement with Reels)"  
[X Link](https://x.com/eric_seufert/status/1717513157160099962)  2023-10-26T12:07Z 36.1K followers, [---] engagements


"Branded search is sometimes dismissed by marketers as prima facie wasteful. But the reality is that branded search can certainly be incrementally valuable -- its impact simply needs to be measured. Many e-commerce and DTC brands live and die by branded search"  
[X Link](https://x.com/eric_seufert/status/1717936748301332630)  2023-10-27T16:10Z 36.1K followers, [----] engagements


"@Trace_Cohen Traffic Acquisition Costs"  
[X Link](https://x.com/eric_seufert/status/1718317938455810412)  2023-10-28T17:24Z 36.1K followers, [---] engagements


"Meta Q3 earnings: 24% advertising revenue growth 7% engagement increase"  
[X Link](https://x.com/eric_seufert/status/1718338990162538573)  2023-10-28T18:48Z 36.2K followers, [----] engagements


"This statement is ahistorical & misguided. The music festival attendees were not an occupying force; many werent even Israeli. The residents of the Kibbutzim were likewise not an occupying force. They were civilians. The entire premise of this letter is flawed. Gaza has not been occupied since 2005"  
[X Link](https://x.com/anyuser/status/1718651616901857387)  2023-10-29T15:30Z 46.4K followers, 16.2K engagements


"@689Shah @ProfKFranke No youre mis-using the term. What youre describing is not an occupation. And the border seems justified from a security standpoint given the terrorist attack perpetrated by Hamas on October 7th"  
[X Link](https://x.com/eric_seufert/status/1718655130348736799)  2023-10-29T15:44Z 36.1K followers, [---] engagements


"2/ I discussed this "Pay or Okay" strategy last month after the NYT reported that Meta was considering it. At the time it was unclear under what conditions the EU would allow Meta to do this as previous "Pay or Okay" approaches had been rejected"  
[X Link](https://x.com/eric_seufert/status/1718990236800147592)  2023-10-30T13:56Z 36.2K followers, [----] engagements


"3/ @MBarczentewicz provides some helpful context on the situation in this piece in his new Substack. I recommend subscribing"  
[X Link](https://x.com/eric_seufert/status/1718990238368903361)  2023-10-30T13:56Z 36.1K followers, [---] engagements


"3/ This would make sense vis-a-vis some upstart but Microsoft also competes for default status on Apple devices (and pays for secondary status). Surely Microsoft can 1) finance improvements to Bing and/or 2) offer better revenue share % terms to Apple as a strategic priority"  
[X Link](https://x.com/eric_seufert/status/1719328287040700450)  2023-10-31T12:19Z 36.2K followers, [----] engagements


"Pinterest revealed its Q3 [----] earnings yesterday: revenue growth of 11% against MAU growth of 8%. Its stock is currently up 17%. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1719359371589652747)  2023-10-31T14:23Z 36.5K followers, [----] engagements


"Apple and Google race to attribute the internet The control exerted by Apple & Google over the consumer internet is often expressed in terms of content discovery / distribution & payments. But a more subtle and esoteric form of control is emerging: advertising attribution. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1719737897039823081)  2023-11-01T15:27Z 36.2K followers, 48.4K engagements


"2/ A product LTV is not a singular number: its a curve that has values at various time-indexed points. Discussing "LTV" as a unitary quantity obscures the timeline for recovering that LTV against whatever the unit-level CAC was"  
[X Link](https://x.com/eric_seufert/status/1720471848926769630)  2023-11-03T16:03Z 36.2K followers, [----] engagements


"3/ Recouping CAC in [--] months is a very different proposition from recovering CAC in [--] While I don't think it's wise or appropriate to discount LTV using the time value of money recoup timelines have a tremendous impact on a business's cash flow & ability to finance growth"  
[X Link](https://x.com/eric_seufert/status/1720471850117939542)  2023-11-03T16:03Z 36.2K followers, [---] engagements


"The decision to extend a user acquisition payback window is a dramatic one and should be made with great care through cautious analysis. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1721552843327324476)  2023-11-06T15:39Z 36.2K followers, 10.8K engagements


"$TTD down 31% in after-hours trading following its Q3 print"  
[X Link](https://x.com/eric_seufert/status/1722734251412488555)  2023-11-09T21:53Z 39.8K followers, 19.2K engagements


"Metrics were disseminated during the furor surrounding Unity's $U runtime fee announcement implying that the publisher boycott of Unity's monetization tools had materially impacted its business. It's clear from Q3 earnings that this was not the case:"  
[X Link](https://x.com/eric_seufert/status/1723035572908749237)  2023-11-10T17:51Z 36.9K followers, [----] engagements


"2/ This is your regular reminder to take small-n sampled metrics with a grain of salt"  
[X Link](https://x.com/eric_seufert/status/1723035574389399652)  2023-11-10T17:51Z 36.2K followers, [----] engagements


"3/ A rounds are being raised when soft launch metrics are so promising that a global launch is virtually de-risked. Mobile gaming start-ups that raised pre-Seed should understand that they will only complete a subsequent raise if they can show investors material progress"  
[X Link](https://x.com/eric_seufert/status/1723847390027821283)  2023-11-12T23:36Z 36.3K followers, [----] engagements


"Regarding the revelation today that Google pays a 36% revenue share to Apple for default search engine status: Microsoft surmised independently that it couldn't offer an equivalent absolute amount of money to Apple for default status even if it surrendered *100%* of revenue"  
[X Link](https://x.com/eric_seufert/status/1724201453286203703)  2023-11-13T23:03Z 36.3K followers, 56.3K engagements


"Amazon's advertising partnership with Meta was revealed last week. On the surface this alliance seems focused on ensuring unimpeded data sharing specifically to navigate around Apple's App Tracking Transparency (ATT) privacy policy while enhancing targeted advertising. (1/X)"  
[X Link](https://x.com/anyuser/status/1724808716040687922)  2023-11-15T15:16Z 46.4K followers, 63.3K engagements


"Tristan Harris pivoting his fear-mongering catastrophization business from disinformation on social media to AI is indicative of the formers dramatically exaggerated & overblown risk. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1726371185640771986)  2023-11-19T22:45Z 36.4K followers, 11K engagements


"2/ The US is in the midst of an election cycle: if the purported democracy-ending consequences of disinformation on social media were genuine wouldnt the risks from that menace be most acute now Wouldnt this moment demand maniacal focus on that vulnerability"  
[X Link](https://x.com/eric_seufert/status/1726371191298855352)  2023-11-19T22:45Z 36.9K followers, [---] engagements


"@antoniogm I listened to this podcast episode on the Thanksgiving drive to Houston yesterday. @dansenor provides some insightful commentary / helpful background on the hostage:prisoner exchange rate"  
[X Link](https://x.com/eric_seufert/status/1727755849014165997)  2023-11-23T18:27Z 36.4K followers, [---] engagements


"Head of Growth CMO Head of User Acquisition Growth Hacker"  
[X Link](https://x.com/eric_seufert/status/1728140697776132266)  2023-11-24T19:57Z 36.4K followers, 23.5K engagements


"Following the social media disinformation fear-mongers into AI hysteria is akin to accepting the *next* prediction from Harold Camping. Its not impossible that they are wrong but they lost credibility on their previous prognostications and they are unreliable soothsayers"  
[X Link](https://x.com/eric_seufert/status/1728523665157894642)  2023-11-25T21:18Z 36.4K followers, 10.6K engagements


"@MarceloPLima Wow At Princeton His lectures are a treasure; I would have loved to have seen one in person"  
[X Link](https://x.com/eric_seufert/status/1728532635008294982)  2023-11-25T21:54Z 36.4K followers, [---] engagements


"The Four Ps of Modern Performance Marketing: - Probabilistic Attribution - Predictive modeling of unit economics - Privacy-centric data management - Personalization"  
[X Link](https://x.com/eric_seufert/status/1728827543720222800)  2023-11-26T17:26Z 38.9K followers, 15.9K engagements


"2/ Commercially valuable advertising targeting requires two assets with each more useful in direct proportion to its quantity: - Attention or asurface areaagainst which advertising can be served; - Knowncharacteristicsof a user against which ads can be targeted"  
[X Link](https://x.com/eric_seufert/status/1729880350703386978)  2023-11-29T15:09Z 36.4K followers, [---] engagements


"3/ ATT restricts the ability of social media platforms to accumulate both of these. A number of dynamics have surfaced since ATT was implemented more than two years ago to support better-informed probabilistic advertising measurement"  
[X Link](https://x.com/eric_seufert/status/1729880352540561411)  2023-11-29T15:09Z 36.4K followers, [---] engagements


"5/ The most striking examples are Amazon's recently announced partnerships with Snap & Meta in which Amazon brings its own first-party data to bear in targeting ads to users on those platforms without directly and explicitly sharing that first-party data"  
[X Link](https://x.com/eric_seufert/status/1729880356512469384)  2023-11-29T15:09Z 36.4K followers, [---] engagements


"6/ Whereas a walled garden describes an advertising environment that is inaccessible to 3rd-party demand a walled compound represents a confederation of parties that pair 1st-party data with inventory in mutually beneficial ways that dont amount to outright data exchange"  
[X Link](https://x.com/eric_seufert/status/1729880358462833050)  2023-11-29T15:09Z 36.4K followers, [---] engagements


"My guest in this week's episode of the @MobileDevMemo podcast is Joy Howard the CEO of Early Majority who has held CMO and executive marketing roles at several household-name brands including Lyft and Sonos. We discuss all things brand marketing. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1730242722693308927)  2023-11-30T15:09Z 36.5K followers, [----] engagements


"7/ Simply recognizing a delta between the "pay-or-okay" subscription product's price and the ads ARPU of the free product ignores this fact. To determine an "appropriate fee" one must consider the segmented ARPUs of the users likely to subscribe"  
[X Link](https://x.com/eric_seufert/status/1730616853863506197)  2023-12-01T15:56Z 36.4K followers, [----] engagements


"This should have been Musk's commercial strategy from the moment he bought the company"  
[X Link](https://x.com/eric_seufert/status/1730648097737314551)  2023-12-01T18:00Z 36.4K followers, 40.7K engagements


"2/ As I state in this piece to a social media platform brand advertising revenue is akin to a participation trophy. Developing the tools necessary to recruit direct-response advertisers to the platform must become imperative for Twitter"  
[X Link](https://x.com/eric_seufert/status/1730648099205390631)  2023-12-01T18:00Z 36.4K followers, 39.2K engagements


"In my opinion the impact of Temu spend on the digital advertising market is overblown. I dont think Temu has distorted advertising economics: - TikTok spent $1BN on acquisition in [----] and I dont recall that impacting market prices (1/X);"  
[X Link](https://x.com/eric_seufert/status/1730754521737912696)  2023-12-02T01:03Z 36.4K followers, 20.5K engagements


"Top Black Friday Rank Advancements from the average app rank the week prior: Starbucks is #1 followed by My Bath & Body Works and Amazon Prime Video"  
[X Link](https://x.com/eric_seufert/status/1731340053819855045)  2023-12-03T15:50Z 36.4K followers, [----] engagements


"7/ And the second reason that Generative AI will have an inflationary impact on advertising prices is that advertising will be increasingly necessary as a means of distribution in a world awash with procedurally generated content"  
[X Link](https://x.com/eric_seufert/status/1731765854071554224)  2023-12-04T20:02Z 36.4K followers, [---] engagements


"8/ Thefirst photographto feature a human being was taken by Louis Daguerre inventor of the daguerreotype process in Paris in [----]. According toThe Guardian as a result of widespread smartphone ownership 1TN photographs were taken in 2014"  
[X Link](https://x.com/eric_seufert/status/1731765855745200221)  2023-12-04T20:02Z 36.4K followers, [---] engagements


"@modestproposal1 Utterly shameful. Total moral equivocation"  
[X Link](https://x.com/eric_seufert/status/1732225800135414245)  2023-12-06T02:29Z 36.4K followers, [----] engagements


"2/ - Thewidespread availability of Generative AI tools such as LLMs and text-to-image models; - Thesteady degradation of conversion signals for use in advertising campaign optimizationthrough privacy restrictions. (1/X)"  
[X Link](https://x.com/eric_seufert/status/1732427544606003271)  2023-12-06T15:51Z 40.4K followers, [----] engagements


"3/ Product personalization is a potential solution to the challenges faced by advertisers in the evolving digital privacy landscape. Product developers are now tasked with fulfilling a role once played by ad platforms: assessing an individual's product affinity"  
[X Link](https://x.com/eric_seufert/status/1732427546401316989)  2023-12-06T15:51Z 36.4K followers, [---] engagements


"What is an appropriate fee for a social media subscription"  
[X Link](https://x.com/eric_seufert/status/1732494664526189007)  2023-12-06T20:18Z 36.5K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing