Tim Doyle

So that's kind of been a bit lucky, but apart from that, I have no idea.

Yeah.

I'm not sure.

Meta going forward is actually a hard one because it's the yield on their impressions, like the way they serve ads continue to get better.

Like they're so far ahead of anyone else, but their ability to kind of find new surfaces to sell ads has really atrophied over the last couple of years.

And so it's hard to really know.

Whereas Google's like super under-monetized, but a bad ad platform.

So, but then obviously there's like the existential threat to search.

So you'd have to think that's probably the better of the two.

Yeah, somewhere between no idea and some principles that I thought were true.

So I had worked in the corporate world.

The time here is the rise of the mobile internet.

So you're starting to see, I guess the canonical thing that was happening was Uber was really on the rise.

And so we had the VC subsidized consumer app era.

And the start of all of the writing about how those companies were being built.

So like, you know, like the Y Combinator, Paul Graham essays, first round used to do a lot of stuff.

And basically like what was happening was like bright young people with technology focus.

And then the rise of the social media platforms at the same time were like building businesses in fundamentally different ways without kind of the constraints of, you know, the typical corporate culture.

Yeah.

And so that was my main realization is that like a different type of business was going to be built.