Evidence receipt / evaluation
Published · transcript-backedBen Thompson: evaluation
12 Feb 2026 Cheeky Pint Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
“You get exactly what you asked for. And I think the extent to how powerful this already works, they're just stuck on “50% of my ads work, I don't know which ones.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Thompson
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 12 Feb 2026
- Publisher
- Cheeky Pint
Transcript context
…No, it's very autopilot. Yeah. What you do is you go in and you say, "Acquiring a customer for this is worth $10 to me. I'll spend up to $10 and they will deliver you a customer for $10." Their margin will actually increase because they'll make sure they deliver it at exactly $10 and they can do it for more and they actually make more money. You get exactly what you asked for. And I think the extent to how powerful this already works, they're just stuck on “50% of my ads work, I don't know which ones. ” No, on Facebook, they all work. I feel like a bunch of new, very big successful companies will be created in AI-powered e-commerce. It just feels like a different enough product space.…
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