The short version

Eric Seufert predicted on January 4, 2021: “I believe that Apple's upcoming iOS privacy changes will significantly harm Facebook's revenue, causing a roughly 7% revenue impairment in Q2 2021 in the base case scenario.” Verdict: Called it. Meta itself estimated ATT cost it ~$10B in 2022 (~8% of ad revenue), validating Seufert's base case almost exactly — and he called…

Prediction by

Eric Seufert

On January 4, 2021

“I believe that Apple's upcoming iOS privacy changes will significantly harm Facebook's revenue, causing a roughly 7% revenue impairment in Q2 2021 in the base case scenario.”

Follow-up

Meta itself estimated ATT cost it ~$10B in 2022 (~8% of ad revenue), validating Seufert's base case almost exactly — and he called it 9 months before ATT even rolled out.

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