“Advertisement businesses will only work when the consumer doesn’t know it is an advertisement” - Tech companies have cracked this well. Thought: The reason people didn’t like Facebook is not because of privacy, it’s because consumers had too many to encounter, and Facebook said those are ads / instead of that imagine they added a commerce feature - they would have become larger than Amazon by now. When advertisers use Google / YT or any social network for advertisements, it’s massively expensive to get sales/leads to happen because the audiences are super diverse, and finding a target group in a diverse consumer base is extremely hard. The harder your target group is to find, the more your CPL and CAC are. Imagine, specific ad platforms for a specific category - you can easily find your customers at lesser CAC - that’s something all tech companies solved for. Another added benefit is, that most % of the customers have an “Intent to buy” Before ads business was all about passing information, now it is all about enabling people/companies to make more money without human intervention - Extremely bullish on this industry.
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