Helping brands find better ad inventory and move beyond legacy ad metrics. Ex-Partner UofD, SVP Supply at Exponential. Tweets about: adtech, user experience.

Baltimore, MD
Joined March 2008
Ok, so $GOOG beats every measure, and absolutely destroys EPS expectations. $9.11 vs. $2.89??? Yet market is so fixated on capex right now, that a slight increase vs. expectations causes stock to go down after hours. Ok
$GOOG Q2 EARNINGS: • Revenue $119.8B vs Est. $116.9B • EPS $9.11 vs. Est. $2.89 • Operating Income $40.8B vs Est. $40.4B • Cloud Revenue $24.8B vs Est. $22.4B • CapEx $44.9B vs Est. $44.2B
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Rick Abell retweeted
every robot demo:
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claude navigating me around the code base
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Me seeing a positive $SNAP earnings
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We've officially agreed to acquire AOL! 😍 (And, coincidentally, raised $2.8B in debt.)
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At some point I’ll show mercy, but that day is not today. $SNAP
$SNAP investors riding into Earnings like
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Thinking about saying we also hired and fired this guy, for the PR
This quoted post is unavailable.
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You are spending too much time with an LLM if this joke hits the spot!
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Can I trust this media? A mental checklist: Video: -Was it posted before ~May 2025? Yes, I can trust it ✅ -Was it posted from May 2025-Dec 2025? Maybe I can trust it 🤔 -Was it posted 2026+? ❌ Image: -Was it posted before 2022? Trust ✅ -2022-2024: Scrutinize 🤔 -2025: ❌
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Google: we’re increasing your Workspace price. It’s due to “significant AI value.” If anyone has seen this significant AI value, would they mind pointing me towards it?
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Big company buys adtech platform. Big company sunsets adtech platform. Tale as old as time. Not some statement about the death of the open web or adtech.
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Haven’t seen this prompt before. Previous belief was “trust the algorithm above everything,” so this is an interesting vibe shift.
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Name a bigger lie. I'll wait.
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You know it wouldn’t be a $SNAP earnings report without…
$SNAP investors riding into Earnings like
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I guess ChatGPT has recently expanded its motivational vocabulary
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Shocked Pikachu face
google is entering its yahoo phase
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He’s probably moved a few more ppl into the “hate him” camp since this last post. But now we see the AI training data beginning to fold under xAI. Huge moat potential, add in Tesla bots too at some point. Big q: Will his political meddling kill it all before he pulls it off?
Replying to @mixmasterrick
Love him or hate him: Elon Musk. Land: Tesla. 3B+ mi of autopilot data on the roads. You can argue FSD has been over-promised, but you can’t argue the data set. Insurmountable lead? Air: SpaceX, Starlink. Underground: The Boring Company Human language: Neuralink, Twitter
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$SNAP was a positive ER??
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Update: 40 minutes later, $META up 5% and at new all time highs lol
Wow, $META obliterates EPS and Revenue, yet stock down AH because forward guidance is at the bottom end of target. Guess that shows how high expectations (and maybe stock price) have become. Altho maybe we will see some rebound, $MSFT already showing a little bounce back.
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