I've just returned from a three-day break and am back to work. This week we'll publish analysis on whether Scale AI orders might flow to INOD and NBIS, as well as a more detailed GOOG update with additional research samples and comparisons between GOOG and ChatGPT.
I'll begin my quarterly research on the advertising and SaaS sectors this week and will provide real-time updates on any significant changes.
This report analyzes META's Advanced Mobile Measurement (AMM) and its potential impact on META and AppLovin. We'll also discuss META's recent acquisition of Scale.AI and the reasons behind its aggressive poaching of top talent from other large language model companies.
META AMM and Applovin
First, I'd like to discuss META AMM. I noticed Citi's TMT Specialist Mark Schilsky mentioned META AMM when summarizing why AppLovin has been declining recently. Mark's analysis and information updates on AppLovin are always very timely and thorough.
I shared some thoughts about META AMM on Twitter last week.
In a previous report, I detailed how ad attribution systems work and whether AppLovin uses Adjust to capture more ad budget.
Let's clarify two critical conclusions:
