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120: Twitter vs. Threads with Turner Novak

Not Investment Advice

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Facebook's Feed-Based Monetization Strategy

Facebook has disclosed on earnings calls that it's sort of the feed is its bread and butter The feed based monetization it just prints cash stories was always a little bit of a challenge. They've kind of figured it out and they've struggled with reels like their tick-tock loan Thrides is just a feed. So again like if I could want to top off the bull case like it is, we really don't know how Have a leaf Facebook will prioritize this but this is a very high margin Very significant truck of revenue that they're gonna be happening over the next couple years Boy Agree logically with everything that has been said so I'm gonna introduce three things and I'm gonna

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