@climon
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Open | Prev. VC @QED @Tubi, @WishShopping, @KimKardashian, @Tapjoy
SF | NY
Joined October 2010
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At Wish, we were by far the most efficient big spender on FB & Google (spending $100's-of-millions per year on each).
We achieved this BECAUSE we ignored all "best practices", personal taste, & silicon valley opinions.
Because, not in spite.
Thanks for sharing @lennysan
The most sophisticated growth team no one talks about: @WishShopping
1. The #1 shopping app in 40+ countries
2. Rumored to often be the #1 spender on FB and Google
3. 2 million items sold daily
I sat down with @climon to learn about the notoriously secretive company. Read on 👇
AI Marketers 2027 < API Marketers 2016
Automated Ads are the dark forest of ads:
Bottlenecked by not looking
There's lots of ways to drop the ball on ads.
ChatGPT is moderately well positioned. Not best.
Meta is transforming its business back into a text paradise for advertiser outcomes.
Facebook was once heavily text with highly-commercial topics, discussing back-to-school, vacations, shopping, outfits, movies.
Users organically discussed – what seemed like a keyword list selected by advertisers.
And then, TikTok happened. Everything that TikTok touches turns into video. American Teens developed an insatiable thirst for 15 sec dance UGC video.
This displaced the advertiser, garden of eden.
Our video palette is broadening. And Video context feature extraction is improving.
Communication trends developed behind walled gardens; using DM features in social media apps. DMs developed incremental lane for differentiated quality text. This text doesn't displace, it is on top of the video opportunity.
Finally we get LLM-chat products. ChatGPT is positioned as a neutral personal assistant. This makes users sensitive to betrayal.
While our expectation with Meta is ads. Meta is an advertising co, that's why it's free of charge & free of my expectations.
@alexm @higgsfield_ai @alexmashrabov @apppromotion @sama @sriramk @chrisakvn @NiccoloDeMasi @sfpiotr @antoniogm @DarioAmodei @tbpn @dwarkesh_sp @mduboe @farhadm @bjwilson34 @elonmusk @alexschultz @Adweek @TechCrunch @theinformation @MLStreetTalk
"Naming" things is 99% of the lift
once named, it can be communicated & challenged
so bad ideas can improve or die in our place
[AMA]: What does a CMO do in 2030?
I was a 2030 CMO/CGO in 2015–202X.
- CGO Super-IC
- AI automated marketing
- Lean technical team
- Ratio = Ad Spend-to-Headcount
= X00M/1
Ask me anything
I've was a 2030 CMO from 2014-2022.
- C-suite + Super IC
- AI automation marketing
- Extremely lean technical teams
- Record Ratio: Budgets-to-Headcount
- Grow companies, not headcount
As a C-level Super IC:
I can go to every meeting alone.
CMO/VP bring major backup. Even when I didn't ask them to bring an entourage
Deal Maker notes on the Laker-Wish-LeBron deal.
TLDR: manufacture "upcapped" opportunities
Remember the price?
> I Paid: "Pre-LeBron, Pre-Championship" Prices
> I Glady Paid: "No-Playoff" Prices
Let's tour what you get for "no-playoff" pricing
The Campaign outlived the Company
Campaign end-date: None (it's uncapped)
ROI = (Infinit – cost) / (cost) = Technically Infinite
The Campaign ROI is Type II on the Kardashev scale
--------
Strategy Notes:
Manufacture "uncapped" EV exposure scenarios.
>Find: (Upfront Prices) + (Swings in Value)
>Find: (Worst-Case Deals) + (You'd Buy "As Is")
>My Fav: the Indirect Method (to the biggest win)
That's it: Indirect Method -> #1 [NBA] Golden Goose
In silence.
Christian Limon retweeted
Proud to share that the U.S. Army, 1st Cavalry Division, has reached a deployment agreement with Hippos.
1CD one of the most storied combat divisions in American military history.
Phase 1 and 2 deployment begins this year, with a pathway toward 2,000-unit ($2M) division-wide procurement in 2027.
As a 21-year-old, all I could have asked for was a place where I could freely dream the impossible, a team to build shoulder to shoulder with, and a purpose greater than myself.
America gave me all three.
This is the beginning of paying back a debt of gratitude I will carry for life. 🇺🇸
How do I describe my background now?
The word "automated" - isn't literal anymore
Im ok losing "data driven" – it's subjective
But, "automated" is a past event. The past is locked.
The most undervalued part of AppLovin's success is
-> structural incentive alignment
it's why they run circles around others...
Their competitors defeat themselves.
Dinner @ Galarie On Sunset
@whop
@marketplaceshq
@climon
@abearsomewhere
@Reid_Moncada
@rohanrkumar
@dizzyxbt
@jimmydouglas
@WinkInkCo
@yoroomie
@finnbags
The 2026 version of Glu Mobile would publish a global franchise portfolio of 90-sec mobile media (90-sec video shows)
@KimKardashian would break the App Store again, like we did w/ @KardashianGame
wsj.com/video/series/wsj-exp…
Christian Limon retweeted
.@whop x @marketplaceshq LA Dinner last night
$250m/yr GMV sitting around the table
More soon.
Christian Limon retweeted
The Campaign outlived the Company
Campaign end-date: None (it's uncapped)
ROI = (Infinit – cost) / (cost) = Technically Infinite
The Campaign ROI is Type II on the Kardashev scale
--------
Strategy Notes:
Manufacture "uncapped" EV exposure scenarios.
>Find: (Upfront Prices) + (Swings in Value)
>Find: (Worst-Case Deals) + (You'd Buy "As Is")
>My Fav: the Indirect Method (to the biggest win)
That's it: Indirect Method -> #1 [NBA] Golden Goose
In silence.
