Austin Koring

Research Associate @ARKInvest, covering AdTech 📣, Social Media 📱, Streaming 🎬, and Gaming 🎮Disclosure:

[Austin Koring @AustinKoringARK]

https://t.co/oLBnpDGxre

[Austin Koring @AustinKoringARK]

@aepstein_ @AmazonAds @ChatGPT @eric_seufert anyone have any opinions on data sharing here for measurement across this channel?

[Austin Koring @AustinKoringARK]

@KarstenW @KarstenW what do you think the data sharing is going to look like for LLMs or even this partnership for measurement purposes? Do you think AWS will leverage cleanrooms to capture this space?

[Austin Koring @AustinKoringARK]

Amazon DSP just locked up ChatGPT ad inventory.

Netflix. Roku. Spotify. Disney. Hulu. ESPN. Now ChatGPT.

Amazon's pitch: near-zero DSP fees + the best purchase data on earth + inventory everywhere.

$TTD built its business on being the neutral alternative to walled gardens.

Amazon is making TTD's 15-20% fee pitch harder every month with premium inventory / < 1% fees.

[Austin Koring @AustinKoringARK]

@arthaud_ @arthaud_ sending you a dm

[Austin Koring @AustinKoringARK]

Meta buying https://t.co/LhHVb0uYen isn’t just a talent grab.
Stilla built multiplayer AI agents that actually do work inside companies shared context, Slack/Teams/GitHub, real execution.
Pair that with Meta Business Agent already live for 1M+ merchants on WhatsApp, Messenger, and IG, and Meta just put a real foot in the door for B2B AI agents.
No wonder Zuck moved everyone to Slack a few weeks ago.

[Austin Koring @AustinKoringARK]

@SwiftyAlex I was wondering how this would impact iOS app development / existing UI

[Austin Koring @AustinKoringARK]

@jrlevine @Muse iMessage

[Austin Koring @AustinKoringARK]

Muse AI agent identified every price arbitration opp. on facebook marketplace and groups within a 60 mile radius.

[Austin Koring @AustinKoringARK]

After reading Spiegel’s letter today and the Snap Cloud / Supabase stack sitting underneath SPECS I really hope he just goes full Ballmer on Sept 16.

DEVELOPERS. DEVELOPERS. DEVELOPERS.

[Austin Koring @AustinKoringARK]

3 things I like about the Muse Agent release:
1. Muse is the first A.I. agent to be covered by Stripe’s warranties and return policy, in case it makes a purchasing mistake. (Trust = easier adoption)
2. Meta said it also with its smart glasses that have a camera and a voice assistant. (New form factor emerging)
3. Accessible via WhatsApp. (Distribution = $$$)

[Austin Koring @AustinKoringARK]

@chrislevan24 “Is this available”

[Austin Koring @AustinKoringARK]

Maybe the big tobacco and social media lawsuit comparison wasn’t that far off after all.

[Polymarket @Polymarket]

JUST IN: Juul gets FDA authorization for “JUUL2,” a new vape system that can verify users’ age through an app before activation.

[Austin Koring @AustinKoringARK]

A lot of social stickiness was built on social for 13-17. Ping, boredom, open, maybe a hit, repeat until it’s not a choice. Last weeks settlement for $Meta was an easy one as AI accelerates the convenience of user experience and new form factors come online. It's like putting a cap on movie rentals for teens at blockbuster just before Netflix introduces streaming. Exciting times ahead for consumer apps.

[Austin Koring @AustinKoringARK]

@tbpn

[Austin Koring @AustinKoringARK]

what if it's 1985 and snap / meta are the apple / microsoft of the next generation form factor (glasses)

both have launch events this month...

[Varshika Prasanna @varshikaARK]

we’re so back

[Karim Mattar @MattarARK]

This is a massive jump, putting Muse 1.3 at the front line! Can't wait to try this one out.

[Austin Koring @AustinKoringARK]

Meta's Muse Spark 1.3 is tied for third on @ArtificialAnlys Intelligence Index score.

[Austin Koring @AustinKoringARK]

The SPECS developer community is actually really exciting.

[SPECS for Devs @specsfordevs]

Real hoopers hoop anytime anywhere. That’s who Hooplet is for.

CLAD helped build up this simple SPECS Lens that brings a mini basketball hoop anywhere you want. Beat your high scores from home when you’re across the world. With SPECS, your experiences go anywhere.

[Austin Koring @AustinKoringARK]

@finkd nice, i'll be testing this, on contributor mode of course!