Receipt
Filed August 5, 2026
The short version
Ben Thompson predicted on October 29, 2024: “Every single one of these improvements goes directly to our top line — and remember, because advertising enables us to offer our products for free, the capacity to increase our top line is unbounded by price elasticity.” Verdict: Called it. Meta's financial reports and industry commentary (2024-2025) confirm strong ad revenue growth attributed…
Prediction by
Ben Thompson
On October 29, 2024
“Every single one of these improvements goes directly to our top line — and remember, because advertising enables us to offer our products for free, the capacity to increase our top line is unbounded by price elasticity.”
Follow-up
Meta's financial reports and industry commentary (2024-2025) confirm strong ad revenue growth attributed to AI-driven tools, aligning with Thompson's endorsement of AI enhancing Meta's top line through advertising.
Original source
stratechery.comFrom the High Caliber AI network — see the AI for PR module in the course.
