"World of DaaS" Dave Morin, Offline Ventures - how venture studios work
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Nov 25, 2025 
Dave Morin, co-founder of Offline Ventures and an early Facebook employee, dives into fascinating topics. He explores why Meta excels at AI-driven ads compared to Netflix and Amazon, and discusses the risks of AI on social skills. Morin sheds light on Offline's unique fund-studio model for incubating startups and calls attention to the mental health crisis, highlighting breakthroughs like ketamine for depression. He also shares insights on parasocial relationships and their impact on loneliness. It's an enlightening dive into tech, investments, and well-being!
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GPU Neural Nets Transformed Ads
- Meta succeeded with AI-driven ads because GPU-based neural nets predicted content much better than heuristics.
- Other companies lacked the regulatory forcing function that pushed Meta to pivot to neural nets for recommendations.
Urgency Drove AI Advantage
- Necessity forced Meta to invest heavily in recommendation models after Apple's privacy change.
- That urgency plus large GPU scale produced a massive advantage in ad and content recommendations.
Vibe Code To Learn AI Tooling
- Stay hands-on with new developer tools by 'vibe coding' to learn possibilities quickly.
- Use command-line AI coding tools like Cloud Code, Gemini, and Codex to prototype faster and test workflows.