Excellent interview with Taboola founder.
Reverse search like Netflix for ads
Curiosity graph
X stack revenue ~ 30 -35%
performance marketplace where the pay is to play and hence could vary. sounds like the non-west thinking in an intelligence test where a tribe person was willing to take 1% and let the other person have 99% to make the deal happen.
high impact placements
reverse competition can drive prices high. A similar point in Wells fargo swapped some digits, where the bank could get the money for more.
"Because Taboola is a supply-demand marketplace, we are growing at a similar pace. You rarely see unique over supply, unique over demand."
"By virtue of being a performance company, you usually have more budgets than you can deplete, which is very similar for Google and Facebook I'm sure. " This is a point I have heard from someone at Amazon too that they have more resources at disposal and its the employee who has to come up with what they are going to do. Makes innovation the baseline, when the work/roadmap is pushed up.
Drive value first and then provide full stack.
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