Nebojsa Radovic

aka Nebo 🌌
performance marketing × gaming × ad tech, $2B+ in ad spend
🇷🇸 → 🌉

[Nebojsa Radovic @eniac]

Once you free your mind about a concept of
Harmony and of music being "correct"
You can do whatever you want

~ Giorgio

[Nebojsa Radovic @eniac]

@grok @petarV Izgleda da može 7 kafa Petre. Volumen je presudio.

[Nebojsa Radovic @eniac]

@grok @petarV A drip coffee is extracted from 15g of coarse ground coffee vs 18g of finely ground coffee, how come it has more caffeine

[Nebojsa Radovic @eniac]

@petarV @grok what’s the amount of caffeine in one cup of coffee and how does it compare to an espresso shot

[Nebojsa Radovic @eniac]

@petarV 5 americkih kafa je verovatno kao 3 espresa, s obzirom da je krupnije mlevenje (slabija ekstrakcija) i manja gramaža (15g vs 18g)

[Nebojsa Radovic @eniac]

@ivanburazin It was closed because some guys were caught dealing drugs at one of the parties that were organized there to subsidize the rent for Balkan startups. Crazy times indeed.

[Nebojsa Radovic @eniac]

@GoranPilipovic Niko ovako ne sprema hranu haha, ovo je snimljeno da nervira ljude

[Nebojsa Radovic @eniac]

@DejanBdx Ja sam samo crkve slikao dok sam bio tamo. Magično misteriozna zemlja

[Nebojsa Radovic @eniac]

@JournalistBabic Odličan dres!

[Eric Seufert @eric_seufert]

Meta to lease compute to Anthropic for $10BN over 2 years, or roughly 18% of Q1 ad revenue.

Reminder that Meta’s ad revenue grew by 33% in Q1.

[Nebojsa Radovic @eniac]

@SadClown Ova poslednja rečenica je ključna, mi konstantno tražimo te velike autoritativne lidere umesto da se ponašamo kao republika. Lepo je sročio sve.

[Nebojsa Radovic @eniac]

@tratincica @kalavir Ono što oni zovu WASP

[Nebojsa Radovic @eniac]

Few things confuse me as much as the definition of “white” in the U.S.

[Nebojsa Radovic @eniac]

@kalavir Amerima su beli ljudi samo beli Amerikanci haha. Ne svima, ali kada kažu white uglavnom misle na sebe samo

[Accrued Interest @accrued_int]

@eniac I think you are right. Any time there's a competitive threat like $AAPL, that probably puts a bit of a ceiling on AppLovin's multiple until investors know for sure. something to monitor if they are asked on the Q2 earnings call $APP

[Nebojsa Radovic @eniac]

@Thomasbcn This will take a decade haha

[Nebojsa Radovic @eniac]

Wouldn’t be surprised if this shakes up $APP.

Similar to Google on Android, Apple has a uniquely valuable first-party dataset across its users, including engagement and purchase behavior. If Apple starts using that data to compete for high-value users outside of its own properties, it could put some pressure on AppLovin’s business.

That said, AppLovin has built a healthy market share on Android as well, despite Google’s strength there. So this is less of an existential risk and more of a new competitive dynamic worth watching.

[Eric Seufert @eric_seufert]

Did Apple just signal a third-party expansion of Apple Ads?

Apple quietly updated its Advertising Services terms yesterday to allow for Apple Ads to operate on third-party surfaces, including non-Apple-owned apps and websites. This could be a signal that Apple intends to meaningfully expand Apple Ads beyond its owned apps.

H/t @Thomasbcn. Link below; no paywall.

https://t.co/b2TLDBUyPK

[Nebojsa Radovic @eniac]

@Thomasbcn Oh, 100%

[Nebojsa Radovic @eniac]

@Thomasbcn Attribution/measurement is the biggest one. They already have multiple formats in their News and Stocks app placements. I can share them later.

This is an old intiative btw, they were hiring a team to build a DSP a few years ago.

[Nebojsa Radovic @eniac]

The flip side: using this dataset to target users outside of Apple-owned properties would cut directly against Apple’s Privacy First positioning.

[Nebojsa Radovic @eniac]

@WeirdContrarian 1. is not really a massive concern, Google Ads doesn't own all of the inventory they are going after.
2. Getting the conversion signal from existing Meta campaigns speeds up the learning phase, and minimizes risk.