Liberty Posted May 13, 2020 Share Posted May 13, 2020 Good piece by Gavin Baker, I recommend it: https://medium.com/@gavin_baker/scale-and-loyalty-are-more-important-online-than-offline-which-drives-much-of-the-winner-take-992345be93a9 Link to comment Share on other sites More sharing options...
stahleyp Posted May 14, 2020 Share Posted May 14, 2020 As I was reading through this I was reminded about another thing I read recently. Burry posted this on Twitter the other day. https://thecorrespondent.com/100/the-new-dot-com-bubble-is-here-its-called-online-advertising Have you guys ever actually ever purchased anything from an online ad? Google ad? facebook or youtube? I have adblocker on because they're super annoying. Link to comment Share on other sites More sharing options...
BG2008 Posted May 14, 2020 Share Posted May 14, 2020 I was looking for shorter man's shorts a couple years ago. I do squats and my quads are the only things that naturally look good on me. Plus, it's not "gay" to wear 7 inch inseams anymore. The 90s were awful. Anyway, Instagram's algorithms figured this out and was showing me quite a bit of Chubbies and Birdog's shorts. I was genuinely entertained in a fun way. I winded up buying some bear bottoms for 1/2 price. I guess what I am saying is that the algorithms work. Alternatively, I have become a lot more well verses on various Michelin star restaurants that I had no idea about in the past. I am not eating there yet, but do wish to one day with my wife. So these restaurants are playing the long game. Lately, I've been targeted restaurant ads from California etc. I feel bad because those restaurants pay for those ads, but I am not flying to Cali for a neighborhood restaurant. Link to comment Share on other sites More sharing options...
Jurgis Posted May 14, 2020 Share Posted May 14, 2020 https://thecorrespondent.com/100/the-new-dot-com-bubble-is-here-its-called-online-advertising Trust the journalists to produce sensationalist non-sequitur headline. Instead of writing a headline "Online advertising effects are difficult (impossible?) to measure" or "Online advertising may be ineffective" or let's go with sensationalist, but with a grain of truth: "Online advertising is worthless", they choose "The new dot com bubble is here: it’s called online advertising". The fact that online advertising effects are difficult (impossible?) to measure and that (some) online advertising might be ineffective does not mean that there is a "new dot com bubble". It's like learning that Superbowl ad effects are difficult (impossible?) to measure and that (some) Superbowl ads might be ineffective and writing a headline "New Superbowl bubble!". It's ironic that the journalists are doing the same thing that they accuse their subjects of doing: drawing baseless conclusions from insufficient data. Link to comment Share on other sites More sharing options...
stahleyp Posted May 14, 2020 Share Posted May 14, 2020 Yeah, I wouldn't say it's a bubble but I clicked on Whiteny Tilson's website in the past and now I get a ton of ads about how "the legend" bought xyz in the ads that don't get blocked. Link to comment Share on other sites More sharing options...
Liberty Posted July 27, 2020 Author Share Posted July 27, 2020 Good new interview with Gavin Baker: Link to comment Share on other sites More sharing options...
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