Receipt
Filed June 18, 2026
The short version
Ben Thompson predicted on January 1, 2024: “Meta's AI features will support advertising growth, with AI making ads more effective and 'indistinguishable from content' in Meta's ecosystem.” Verdict: Still evolving. The later Stratechery piece on Meta’s earnings says 'Meta's advertising business will continue to pay for its outsize AI ambitions, as well as how the AI tools are contributing ...'…
Prediction by
Ben Thompson
On January 1, 2024
“Meta's AI features will support advertising growth, with AI making ads more effective and 'indistinguishable from content' in Meta's ecosystem.”
Follow-up
The later Stratechery piece on Meta’s earnings says 'Meta's advertising business will continue to pay for its outsize AI ambitions, as well as how the AI tools are contributing ...' indicating that, by 2025, Thompson’s thesis remained directionally consistent with Meta’s actual performance, but the provided result excerpt does not supply enough detail to state the full outcome precisely.
Original source
StratecheryTopics
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