RT Ran Neuner (@cryptomanran)AN OPEN LETTER TO @YouTube AND NEAL MAHON.Dear @YouTubeI built a media business that broadcasts on your platform.Our business has exploded and we are growing rapidly.We have over 1,1m subscribers.We employ over 100 people globally and we work tirelessly to deliver on our mission of building the most profitable community in the world.Despite our success,I am constantly anxious. I don’t sleep at night and I am scared to scale my business.Why?It’s not because of any real market or ...

DoubleVerify (NYSE:DV) 2025 Conference Summary Company Overview - **Company**: DoubleVerify - **Industry**: Digital Advertising Verification Key Points and Arguments 1. Investment Focus for 2025 - 2025 is identified as a significant investment year for DoubleVerify, focusing on extending their core value proposition beyond verification to include optimization and performance measurement [2][3][4] 2. New Product Launches - The launch of the Advantage Platform, which includes algorithmic-based bidding and performance measurement, is a key development [2] - New products include Meta PreScreen for social media, Authentic Advantage for YouTube, and Verified Streaming TV for CTV [3][4] 3. Revenue Growth and Performance - DoubleVerify anticipates at least 10% revenue growth, with guidance for 14% growth for the full year [5] - The company reported a 16% growth in the first three quarters of 2025, driven by a strong recurring revenue base and positive uptake of new products [6][8] 4. Revenue Visibility and Client Base - The shift towards programmatic advertising has reduced revenue visibility, but a stronger recurring base with larger enterprise clients helps offset variability [9][10] - New clients like Microsoft and Google are expected to contribute significantly to revenue stability [10] 5. Customer-Driven Product Development - Customer demands for transparency and performance measurement are driving the product roadmap [18][19] - The company is focusing on providing third-party verification solutions to enhance transparency in advertising [18] 6. Market Expansion Goals - DoubleVerify aims to expand revenue from social, CTV, and AI from under 30% to over 50% [21] - Investments in AI are expected to enhance operational efficiency and reduce costs [22][24] 7. AI Integration and Efficiency - The integration of AI tools has significantly improved productivity and speed in data labeling, allowing for scalable operations [24][25] - AI verification tools are being developed to help advertisers navigate AI-generated content [26] 8. Authentic Advantage Product Potential - The Authentic Advantage product has shown promising early results, with an $8 million annual contract value (ACV) deal closed shortly after launch [32] - The product is expected to generate significant revenue, potentially reaching $100 million to $150 million over the next few years [33] 9. Partnership with Meta - The partnership with Meta is currently valued at around $40 million annually, with expectations for growth as new products are adopted [36][38] 10. Competitive Landscape - The competitive landscape is evolving, with DoubleVerify positioned uniquely due to its data-driven approach and focus on advertiser value rather than media ownership [42][43] - The company is significantly larger than its closest competitors, indicating a trend towards a "winner takes most" scenario in the industry [43] Additional Important Insights - The company is adapting its revenue model to include a percentage of media billing, which may provide more flexibility for advertisers [39] - The focus on premium-priced products is expected to positively impact revenue per transaction [39] This summary encapsulates the key insights from the DoubleVerify conference, highlighting the company's strategic direction, product innovations, and market positioning.

RT Tom Crown (@TomCrown)@Tradermayne lots of people are - make sure to tweet and tag @TeamYouTube @youtube they will be able to escalate assistance ...

Just had like 20 YouTube videos nuked for breaching terms of service.Seems like YouTube hammering down on some crypto related stuff.Anyone have this issue? Any YouTube connects https://t.co/DoG2Gg4US5 ...

Industry Scaling - Netflix successfully scaled movies at internet scale [1] - Amazon effectively scaled shopping at internet scale [1] - YouTube efficiently scaled videos at internet scale [1] Technology & Privacy - Transparent transactions serve as a bridge to privacy at mass scale [1]

Core Insights - Visa is piloting a new payment scheme allowing companies to send fiat USD directly to recipients' stablecoin wallets, specifically using dollar-pegged stablecoins like USDC [1][2] - The service is aimed at the creator and gig economy, facilitating small, irregular payments to a large number of recipients [3] - Wider access to the service is projected for the second half of 2026, depending on local regulations [4] Group 1: Service Details - Companies will pay out in fiat USD, while recipients will receive payments in stablecoins [1] - Participants must have a stablecoin wallet and pass AML/KYC checks; the pilot is currently limited to U.S.-based platforms and businesses [2] - Visa is in the process of onboarding partners for the service [4] Group 2: Strategic Moves - Visa has made significant investments in the stablecoin space, including a strategic investment in BVNK [5] - The company predicts an increased role for stablecoins in the $40 trillion global credit market, suggesting potential for traditional institutions to utilize blockchain technology [6] - Visa is also expanding support for stablecoin-based crypto credit cards in collaboration with various fintech companies [6]

Summary of Rumble Update Call Company and Industry Overview - **Company**: Rumble - **Industry**: Technology, specifically focusing on video platforms, AI infrastructure, and decentralized financial tools Key Points and Arguments 1. **Transformational Milestones**: Rumble announced three significant milestones: - Acquisition of Northern Data, positioning Rumble as a leader in AI infrastructure with over 22,000 GPUs and nine data centers [3][5] - Tether's $150 million GPU purchase agreement, providing immediate revenue scale and validating Rumble's platform [3][6] - Tether's $100 million advertising commitment to enhance creator monetization on Rumble [3][7] 2. **Market Positioning**: Rumble is redefining itself from a video platform to a comprehensive tech ecosystem that competes with major players like Microsoft, Google, and Amazon [4][8] 3. **User Engagement**: Rumble has 47 million monthly active users and an advertising ecosystem capable of handling over a billion ad requests daily [4][5] 4. **Future Plans**: Rumble aims to expand into web tools and a productivity suite, including email and file storage, to further enhance its ecosystem [5] 5. **Strategic Alignment with Tether**: The partnership with Tether is seen as a strategic alignment that will provide Rumble with the necessary infrastructure and financial backing to grow aggressively [6][11] 6. **Advertising and Revenue Growth**: The $100 million advertising commitment from Tether is expected to significantly boost creator growth and platform monetization [7][36] 7. **Seasonal User Trends**: Rumble experienced a seasonal decline in users during the summer months due to creator inactivity, but anticipates a rebound as creators return to the platform [35] 8. **Creator Acquisition Strategy**: With Tether's advertising support, Rumble plans to aggressively pursue new creators, changing the dynamics of creator acquisition and profitability [36][37] Additional Important Content 1. **Decentralization Vision**: Both Rumble and Tether emphasize the importance of decentralization and freedom in technology, aiming to create an open infrastructure that counters the control of big tech [11][12][13] 2. **Global Financial Inclusion**: Tether's CEO highlighted the role of stablecoins in facilitating remittances and financial access for underserved populations, aligning with Rumble's mission to empower creators and communities [24][30] 3. **Long-term Growth Mandate**: Rumble's focus is on aggressive growth while maintaining a commitment to a free and open internet, contrasting with traditional big tech models [8][15] 4. **Non-Custodial Wallet**: The upcoming Rumble Wallet will be a non-custodial wallet, allowing users to engage in various financial transactions beyond just tipping creators [23][24] 5. **Market Dynamics**: The call addressed the need for a counterbalance to the centralization of information and financial systems, advocating for a technology ecosystem that empowers individuals [30][31] This summary encapsulates the key insights and strategic directions discussed during the Rumble Update Call, highlighting the company's ambitions and the transformative partnerships that are set to redefine its market presence.

How YouTube rigged the algo after the 2016 election https://t.co/MqldYGR1N2 ...

Group 1 - The leadership of Sequoia Capital has changed, with Roelof Botha stepping down as Senior Steward and being succeeded by partners Alfred Lin and Pat Grady as the new co-leaders [1][4][11] - During Botha's tenure, Sequoia returned over $50 billion to its investors, and he was instrumental in early investments in companies like YouTube and Instagram [4][25] - Botha's leadership was marked by concerns from some partners regarding his management style and missed investment opportunities in the AI sector, including OpenAI and Anysphere [7][8][27] Group 2 - Alfred Lin, who joined Sequoia in 2010, is known for leading significant investments in companies such as Airbnb and DoorDash, and he emphasizes the importance of long-term impact in investments [12][15] - Lin's investment philosophy focuses on companies with clear values and the ability to evolve over time, aiming for sustained growth [15][16] - Pat Grady, who has been with Sequoia since 2007, has a strong track record in B2B and cloud services, with successful investments in Snowflake and Zoom [18][20][21] Group 3 - Sequoia Capital manages assets totaling $56 billion and has invested in notable startups like OpenAI and SpaceX [25] - Recently, Sequoia announced the launch of two new funds, one focused on early-stage companies with a size of $750 million and another seed fund of $200 million [26] - The firm has faced turbulence in recent years, including failed investments and partner departures, but the leadership change may revitalize the company [27][28]

RT MR SHIFT 🦁 (@KevinWSHPod). @0xMert_ has a simple framework for crypto’s endgame:YouTube took content onlineShopify took retail onlineNetflix took streaming online@Solana? - It’s taking markets onlineHe sees two dominant verticals emerging:Store of value: where Bitcoin & @Zcash thriveInternet capital markets: where Solana leads, and @HyperliquidX is an emerging contenderIt’s not winner-take-all - but as in every industry, the top 2-3 players will own 80-90% of value. He's betting Solana is one. And he's o ...