The short version

Ben Thompson predicted on October 29, 2024: “the real impact of AI is to make everything inventory, which is to say that the price-per-ad on Meta will approach $0 for basically forever.” Verdict: Still evolving. Meta's Q4 2024 and Q1 2025 earnings reports will provide more data on ad price trends and the impact of AI on their advertising business.…

Prediction by

Ben Thompson

On October 29, 2024

“the real impact of AI is to make everything inventory, which is to say that the price-per-ad on Meta will approach $0 for basically forever.”

Follow-up

Meta's Q4 2024 and Q1 2025 earnings reports will provide more data on ad price trends and the impact of AI on their advertising business. The prediction suggests a long-term trend, so a definitive 'right' or 'wrong' verdict is too early.

From the High Caliber AI network — see the AI for PR module in the course.