Love building things people use. Founder @tenjinmmp. šļøš»š®
Joined February 2009
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pretty much. never really thought much of the neoclouds or how they could differentiate themselves. there will always be a few, but 200+ is kind of crazy $crwv $nbis
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesnāt have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but weāre investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
thereās a huge slowdown in the approval process because the huge creation of new apps from ai mobilegamer.biz/app-store-reā¦
as i was saying, we shouldn't be handing over bank credentials to #ai #agents. i dont know why some people are so lazy as to do this so the agent can check bank accounts. i honestly would trust my 6yo kid over an ai agent. securitymagazine.com/articleā¦
what the
Iāve heard several OAI people say there are unfixable bugs in hardware that are exploitable by AI models directly speaking machine code so even if we could solve software thatās not enough. We need defense to move faster than offense if thatās even possible we may just have a new normal that requires adapting to insecure software (bank transfers require going into a branch and taking a dna test š¤£š¬)
Tying mobile #subscription data to your attribution and #mmp and #adops data requires a different mindset than IAPs and IAA. Different business models require different analytic approaches.
We're spending time on this. tenjin.com/blog/android-subsā¦
great pod by @eric_seufert on how ads fits into the bigger dynamic $googl ecosystem youtu.be/iSfLL-eN13Q?is=btBhā¦
iām not ready for this. am i getting old?
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The fact that #ai generates Turing level responses that fool a lot of users into relinquishing their credit cards and passwords still baffles me. I don't even trust my kids with a credit card. Who holds this liability?
#Ads, sure. #Commerce and money, not yet.
axios.com/2026/10/22/ai-agenā¦
$nvda appealing to the parent out there instagram.com/reel/Dew5T_skoā¦
#ai is going to change the way that #advertising is going to work this #holiday season.
1. there are going to be a flood of new creatives and creators
2. more creatives is going to increase prices
3. content feeds are more LLM based
4. agents are part of the buying process
gawd that's ugly $aapl
one of the most annoying things for #mobile app developers when using third party revenue tools is all the rules around store cuts by countries and zones.
we've seen this matter when #adops comes into play when sending post install events and #LTV / ROAS calculations
tenjin.com/blog/tenjin-launcā¦
the number of apps that @tenjinmmp sees is exploding. #creators are no longer bound by the limitations of writing code. that said design is becoming more important than ever. using an llm to finish a design is lazy and unpolished.
great overview on how unity $u team is looking at the improvement of its ad network using vector/ai/webshops and its d7/d28 roas campaigns youtube.com/watch?v=qGPZz5z9ā¦
salesforce acquiring braze makes a ton of sense. eventually iād imagine braze going down the same headless path that the rest of the company went.
$brze $crm cnbc.com/amp/2026/10/20/saleā¦
really good list. on mobile thereās a lot of effort that could be spent on 5
How to diagnose any failing ad:
1. No spend ā wrong/boring desire
2. Low hook rate ā weak first 3 secs
3. High hook, low hold ā weak body
4. High hold, low CTR ā no reason to click
5. Clicks, no sales ā ad and page don't match
6. Dies in a week ā looks like your last 10 ads
7. Good CPA, tiny spend ā desire too small
Fix the leak, not the whole ad.