Jason Yanowitz
speaker
1,798 appearances
2 recordings
2 series
first heard Apr 2020
last heard 29 Apr
Jason Yanowitz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
I think we might see that tighten up today because it's a little bit wider than some of the other hyperscalers that are targeting, but clearly a near doubling, almost doubling of CapEx.
What are you laughing about?
250.
Yeah.
I mean, a lot of focus is on the new meta models, but all of that, just financially, at least in the quarterly earnings, it will just take a backseat to what's going on with the AI in the ad placement, ad monetization.
funnel because that's where Meta makes so much money.
And so the question is, how much more juice will AI bring to the ad business?
Expectations imply revenue growth of around 31%.
And the question is always the same.
Is there enough incremental growth to justify the capex?
An AI advancement delivers better ad performance basically immediately, and this is the good news for meta.
So improvements in AI move the needle at meta incredibly quickly.
like a new model can come out and there can be some breakthrough in like thinking, reasoning, coding agents.
And if you're in the enterprise software world, it can take time to do a deal, roll it out to different developers, different organizations, change management, understand the, the,
The guardrails, the security, how does this actually flow through an enterprise to drive incremental demand?
Not so at Meta.
If there's a breakthrough and they have a model that is placing ads more effectively, they can quickly A-B test that, run that across the entire market.
family of apps and you don't even notice it as a consumer.
You're just like, oh, I was shopping for a car and I saw an ad for a car.
I was shopping for a shirt and I saw an ad for the perfect shirt.
Showing 181–200 of 1,798 · page 10 of 90
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