Guest

Eric Seufert

Organizations

Heracles Mediafounder

Interviews

Eric Seufert: ChatGPT's ad launch mirrors Netflix's slow start — the real question is how fast OpenAI can build a Meta-style ad stack

Eric Seufert: OpenAI running ads is inevitable — and it will be the most important new ads platform in a decade

Eric Seufert: Meta's image model is its most compelling AI investment thesis — but the API business may be a mistake

Mentions

Google Cloud surges 82% YoY as Alphabet posts record $119.8B quarter — but negative cash flow raises AI capex alarms