Performance Marketing
We think online child safety laws will destroy the digital advertising industry. Forcing platforms to verify user ages will actually hand tech monopolies the most accurate demographic data in human history.
Meta
We assume massive technology monopolies are constantly engaged in brutal combat for our digital attention. In reality the ultimate survival of the Meta advertising ecosystem relies entirely on the invisible hardware and software infrastructure built by Google.
Product Design
We assume corporate branding requires slapping the parent company name on every single new software feature. In reality Meta brilliantly engineered a massive portfolio of independent micro brands that completely isolates risk and maximizes user retention.
We assume massive technology monopolies must aggressively crush any emerging competitors in the software space. In reality, Google absolutely needs the Proton ecosystem to thrive to prevent a massive consumer exodus toward Apple hardware.
Performance Marketing
We assume government legislation regarding child safety will severely restrict the digital advertising economy. In reality, mandatory age verification completely purges the algorithmic data pool of useless bot traffic and drastically increases baseline conversion rates.
Performance Marketing
We assume the death of third party cookies will permanently cripple digital advertising attribution. In reality, the integration of programmable stablecoins will provide advertising monopolies with a mathematically perfect conversion tracking ecosystem.
Marketing
We assume digital marketing evolves through random updates from major tech monopolies. In reality, the advertising industry perfectly mirrors the exact evolutionary generations of global military aviation.
Performance Marketing
We assume relentless customer acquisition is the ultimate engine of corporate growth. In reality, hyperfixating on top of funnel prospecting destroys long term profitability by completely ignoring the compounding leverage of retention marketing.
Marketing
We assume short-form video is the ultimate pinnacle of modern digital marketing because it commands the most immediate attention. In reality, we have hyperoptimized ourselves into a low-quality attention bubble that actively destroys long-term brand equity and consumer trust.
Marketing
We assume that relentlessly minimizing customer acquisition costs is the ultimate goal of modern business. In reality, hyperoptimization is a corporate disease that destroys long term growth by prioritizing cheap transactions over actual human relationships.
Performance Marketing
Snapchat is structurally doomed because it completely failed to build the backend advertising infrastructure required to capture institutional marketing capital.
Technology
We assume major advertising platforms rely primarily on massive enterprise budgets for their sustained revenue growth. In reality, their ultimate cash flow depends entirely on the frictionless creation of millions of scrappy Shopify merchants.