Eric Seufert

Mentioned in 1 episode

"What Apple responded with was saying, 'Okay, yeah, but we're going to apply a commission that when you add in the Stripe fee is essentially just as much as 30%.'"

Mentioned in 1 episode

"Netflix had been executing tremendously well for the past several years. They had commanded extreme pricing power — the premium service is going at almost 30 bucks a month in the United States. My sense is they did too good of a job and made it really hard to compete in the space."

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"Siri is tough because it's only voice, right? And so I think you need — once you have the chatbot interface, and they do have that, I think once you get a lot of usage there, ads become an opportunity."

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"They use Codex. Codex is not purpose-built for that. They use Claude. Claude's not purpose-built for that."

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"I'll tell you how people do it now. They use Codex. Codex is not purpose-built for that. They use Claude. Claude's not purpose-built for that."

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"Go to any subscription app, go on the Facebook library, find your favorite subscription app — Strava, whatever. Look up their ads and see where they link to. I guarantee you it's to the website."

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"Meta just released an Instinct clone called Muse and it's a new standalone app. It's not the Meta AI app. It's a new personal agent app that's in the app store. Muse from Meta. It says: your personal agent that takes things off your plate. Approve what gets sent or spent. Track ticket prices and book reservations. Connect all your apps."

Mentioned in 1 episode

"Have you been surprised that Amazon Prime Video hasn't seen more UGC? Because I was looking up randomly, what does it take to publish a film? And you can submit to Amazon Prime Video that goes through a review process, but the cost to submit is de minimis."

Mentioned in 1 episode

"Meta AI now does that. They've added that as a whole feature set — managing all ad campaigns within your company. I think that gives you a strong indication of where they want to go with this. Who knows campaign optimization better than Meta?"

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"How can you maintain that when you see Roku and Tubi joining forces?"

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"If you use Vertex AI, you just have a model name as a variable. You're sending a system prompt to Google, but it's just a variable you could swap out in 30 seconds."