casey hamlyn

2.1K posts

casey hamlyn

casey hamlyn

@CaseyHamlyn

Katılım Eylül 2015
657 Takip Edilen27 Takipçiler
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Aakash Gupta
Aakash Gupta@aakashgupta·
A man just pled guilty to stealing $8 million from Spotify, Apple Music, and Amazon. His songs had billions of streams. Not a single human being ever pressed play. Here’s how the math worked. Smith had 1,040 bot accounts. Each one streamed roughly 636 of his AI-generated songs per day. That’s 661,440 fake streams every 24 hours, at about half a cent per stream: $3,307 per day, $99,216 per month, $1.2 million per year. For seven years, from a suburb of Charlotte, using songs made by an AI tool called Boomy that he spread across thousands of tracks so no single one triggered fraud detection. The platforms paid him the way they’d pay any artist. Their systems couldn’t tell the difference. That makes this sound like one guy’s scheme. The number you should actually pay attention to is different. Spotify paid $11 billion in royalties last year from a shared pool. Every subscriber’s $10.99 goes in, and every stream determines how the pot gets split. When Smith’s bots played 661,440 times a day, each play shrank the per-stream payout for every legitimate artist by a fraction of a cent. The 100,000th highest-earning real artist on Spotify made $7,300 for an entire year. Smith pulled $1.2 million annually from the same pool with music no human chose to hear. Now consider the flood. Deezer receives 60,000 fully AI-generated tracks every single day. 39% of all new music on the platform. In January 2025: 10,000 per day. September: 30,000. November: 50,000. January 2026: 60,000. 85% of streams on those AI tracks are fraudulent. Spotify removed 75 million “spammy songs” last year. Over 100,000 new tracks hit streaming platforms daily. The first criminal prosecution for streaming fraud took nine years to land a guilty plea. The AI tools that powered it have gotten orders of magnitude cheaper since Smith started. The DOJ proved this is a crime. They haven’t answered how many people are running the same playbook right now without tripping a single wire.
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FearBuck@FearedBuck

The first criminal case of streaming fraud where a North Carolina musician who used AI to make songs, then streamed them billions of times himself making $8 million

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Dudes Posting Their W’s
Dudes Posting Their W’s@DudespostingWs·
The player on the right is 6’8 and looking up in amazement at the player on the left, who’s listed at 7’9. Probably the first time he’s ever felt short.
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CapexAndChill
CapexAndChill@CapexAndChill·
$APP divested its gaming studios when they realized that auction liquidity provides a higher fidelity signal than 1P gameplay data. Their Axon algorithm does not need to know user behavior inside a game because it learns directly from the realtime bid density and conversion rates across the entire network. This proves that market depth creates a defensible moat that is superior to the capital heavy model of content ownership. They apply this same efficiency to their technical infrastructure by refusing to train proprietary foundation models. Management views large language models as a commodity utility so they simply integrate the best external models to solve specific bottlenecks like fraud detection and ad creative generation. This allows them to execute faster than competitors who waste capital trying to build models that quickly become obsolete. This operational discipline relies on a contrarian hiring strategy that explicitly avoids high profile AI researchers who prioritize academic publishing. They maintain a lean team who focus exclusively on shipping production code which generates profit margins per employee that far exceed their big tech competitors.
CapexAndChill@CapexAndChill

Most people think $APP is just a heated ad tech stock riding a gaming cycle but the reality is much more interesting. I just analyzed this interview with their Chief Product Officer Giovanni Ge and the signal to noise ratio is wild. The market is completely missing three structural realities that make this company an anomaly. 👇 First is the headcount leverage. They are running a hundred billion dollar plus enterprise value engine with less than 500 core engineers. This lean culture allows them to iterate fast without bloat and bureaucracy. Second is the technical moat regarding time horizons. While the industry largely optimizes for seven day attribution windows AppLovin has successfully deployed a 28 day model. This sounds like a minor detail but it is actually the entire ballgame for ecom because it allows them to identify high value whales that shorter models miss which explains why their non-gaming revenue is exploding. Third and most importantly is the roadmap nobody is pricing in. They are explicitly building their own social media platform. They know their biggest weakness is a lack of owned inventory so they are building a walled garden to close the loop. They sold their gaming studios not because they failed but because their AI proved it didn't need first party data to work which was a massive flex that the shorts misinterpreted as a weakness. "We aim to build a completely new next-generation social media platform. This platform will bring valuable organic traffic to AppLovin." They are building a sovereign AI infrastructure that operates with better unit economics than almost anything else in the market. The interview is not in english btw 🤣: youtube.com/watch?v=18qSqz…

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Daniel Valente
Daniel Valente@StatsGuyDaniel·
Mike Tomlin went 68-48-1 since 2019 with 5 playoff berths using: • Ben Roethlisberger in final years • Mason Rudolph • Duck Hodges • Mitch Trubisky • Kenny Pickett • Justin Fields • Russell Wilson • Aaron Rodgers in final year(s) Won’t find many HCs who can do that.
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Hoop Herald
Hoop Herald@TheHoopHerald·
This kid is only 7 years old 🤯 (Via @HardwoodReportX 🎥)
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Wrestle Ops
Wrestle Ops@WrestleOps·
John Cena talks about why he smiled as he tapped out in his final match: “So now I'm out there. They hate the guy I'm working with. They universally cheer me, that is f*cking rare. And for the last 5 minutes, everything I preach about story and drama and having a conversation with the audience, the ones I love are in the front row. I know my colleagues are watching on the monitor back there. We're just in a sleeper hold — So, as I essentially take my last breath, I have struggled. If you think of somebody, the natural cause of scenario or however we picture loss in our life, all of us have been through it. They struggle, they struggle, they struggle, they hang on just long enough to make sure to say goodbye to everybody that's been meaningful in their lives. And that whole day was so many unbelievably vulnerable, meaningful conversations. And then you realize, I've connected with everybody I love. Physically, I feel great. I think it's time to take that last breath. And that's that, I hate to keep going back morbidly to obituaries, but like this person died peacefully.” (via What Do You Wanna Talk About)
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Steelers Depot 7⃣
Steelers Depot 7⃣@Steelersdepot·
Chris Boswell is not currently in the top 10 leading Pro Bowl vote-getters for kickers and that needs to change. Retweets count as votes so make sure to RT this! #ProBowlVote #ChrisBoswell #Steelers #NFL
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Luke Austin
Luke Austin@itslukeaustin·
Incrementality Factors plotted from 72 test results. Google Brand shows the lowest incrementality % on average, Meta ACQ the highest, and Google NB the widest spread. Discovering your brand’s factor is one of the most critical data points to inform budget allocation decisions.
Steve Rekuc@RSteveData

Why is Incrementality Testing needed? Platform reported revenue can be WAY off. The spread of results we've seen at @CommnThreadCo shows how wide a difference we see from that an Incrementality test reports vs what the platform reports. Incrementality % in the chart = Incrementality ROAS / Platform ROAS

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Sam Block
Sam Block@theblockspot·
Duke led by 14 with 8:03 left. Duke led by 9 with 2:06 left. Duke led by 6 with 34 seconds left. Duke led by 3 with 25 seconds left. Duke led by 1 with 19 seconds left. Duke lost.
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Jason Goldberg
Jason Goldberg@retailgeek·
My article in Forbes: AI Shopping Agents Are Here: They Will Reshape Retail And Advertising buff.ly/411HFJe
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OgnBurgh
OgnBurgh@scottiloss·
Mike Tomlin telling Mike williams “Your a Steeler now “ Got me hyped 😭
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Rahul Sharma
Rahul Sharma@Retail_Guru·
LVMH buying indirectly into Moncler. Language strikingly similar to Arnault comments on Rupert & Cartier. Whether €15 or €75 billion cap, everyone in luxury speaks to $LVMUY first. And downturn or not, it's still in acquisitive mode. $CFRUY $HESAY $EL
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Olivia Kory
Olivia Kory@oliviaakory·
My friends at Google are getting an earful from me right now. Demand Gen will be interesting and I’m sure it’ll work reasonably well but it’ll be because they are packaging great inventory with not great inventory. And then marketers will have to buy upper and mid funnel YouTube campaigns to hack the black box and find incrementality. Google’s product marketing team not even pretending to care about advertiser controls anymore.
AdsLiaison@adsliaison

⚡Video Action campaigns will be migrating to Demand Gen campaigns next year. What to know about Demand Gen campaigns: - They serve image and video assets on YouTube, Gmail, Discover, and will soon have the option to serve on Google Video Partners inventory. - Demand Gen campaigns have access to Lookalike segments, creative A/B experiments and AI-powered tools such as text prompt image generation. Results we’ve seen so far: - On average, advertisers who run video ads with Demand Gen saw similar conversions to their Video Action campaigns (VAC) at a similar cost per action. - And those who uploaded video and image assets to Demand Gen saw 20% more conversions at the same cost per action than those who uploaded video assets only. Next steps for Video Action campaign users: - We recommend experimenting with Demand Gen well ahead of the auto-migration which will start in Q2 2025. - You can create new Demand Gen campaigns from scratch now. - Additionally, a new copy-and-paste tool will be available in the coming months that will duplicate your VAC settings into new Demand Gen campaigns. - In March 2025, you’ll no longer be able to create new VAC campaigns. See the blog post for more details: blog.google/products/ads-c…

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Neil Saunders
Neil Saunders@NeilRetail·
Abercrombie & Fitch Q2 results: 💵 Total sales: +21.2% 🪙 Comp sales: +18% 👕 Abercrombie sales: +25.8% 👖 Hollister sales: +16.7% 📈 Net income: +130.5% What is there to say? They've done it again! Exceptional performance off the back of an exceptional performance last year!
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Ryan Barwick
Ryan Barwick@Ryanbarwick·
Retail media update: -Walmart's ad business grew 26%. Was last reported to be $3.4 billion. -Target's ad business saw "double digit growth" and will end year in "high teens." It's "valued" at $1.5 billion. Lotta money floating around.
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New York Basketball
New York Basketball@NBA_NewYork·
Jalen Brunson: "How many?" Rick Brunson: "Till I tell you to stop. Go"
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NBACentral
NBACentral@TheDunkCentral·
“Shouldn’t even be mentioned in the same breath as MJ.” - Stephon Marbury on LeBron James
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