wonder why the market isn’t pricing in the FB misery.look at 3 month on FB. back in march it was on ~190, then the cambridge shit dragged it straight down to ~150, now 3 months later we are back to ~190, exactly where we left off.
Because middle age people make better targets for ads. The old adage that you need to sell only to youth because preferences are set at a younger age doesn't make sense when people will switch brands more rapidly than in the past.
have thought about this as well ... there's just so much runway to more effectively monetize the core audience. a lot of businesses are still figuring out how powerful facebook ads are and how to leverage them. fb revenue still growing. thats what wall st is focused on right now. certain long-term engagement numbers have been deteriorating for over a year its not really on the radar yet.
Does it? Are you sure this is the case for America? Maybe growth internationally, but I never understood how people in poorer countries are able to be monetized as they are in more developed countries.
It does have to slow down at some point. Google now has over 1.7 billion hours consumed on YT a day. That is about 100% growth YoY and has been accelerating. But there is only 7B people on the planet and so there is a limited numbers of hours.
So right now Google gets 10 minutes of every human on the planet with just YT and would expect that to continue to grow but at some point further down the road slow down.
Where do you think it will slow? 30 minutes? Could it ever get to an hour?
