Receipt

    Filed May 20, 2026

    Called it.

    The short version

    Ben Thompson predicted on April 25, 2024: “Meta is the principal beneficiary of AI abundance in terms of advertising: the more content exists to monetize, and the more people there are consuming it, the better Meta will do.” Verdict: Called it. Meta's ad growth outpaced much of the industry through 2024 and 2025, particularly in performance advertising, due to AI-driven…

    Prediction by

    Ben Thompson

    On April 25, 2024

    Meta is the principal beneficiary of AI abundance in terms of advertising: the more content exists to monetize, and the more people there are consuming it, the better Meta will do.

    Follow-up

    Meta's ad growth outpaced much of the industry through 2024 and 2025, particularly in performance advertising, due to AI-driven targeting, optimization, and formats like Reels. Meta became a leading "AI-inside" ad platform, with its AI tools becoming central to advertisers' strategies. While other companies also benefited, Meta maintained its position as a leading beneficiary in mobile social advertising and AI-enhanced content.

    Original source

    stratechery.com
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