ChatGPT vs. Gemini, Spindl web3 ad revolution, AppLovin vs. Unity – Games Growth with Upptic

Dive into the latest in AI – from the Google I/O conference and Gemini to ChatGPT 4o – and understand the implications and opportunities for marketers. Then learn about the first truly on-chain web3 ad network just announced by Spindl – and what it means for the marketing industry. Finally, get a look at the increasingly differing trajectories of AppLovin and Unity and what it might mean for marketers and investors.

Takeaways

• Google I/O focused heavily on AI advancements.
• Gemini 1.5 Pro and new AI tools like Imagen3 and Google VO were announced.
• ChatGPT 4o offers faster response times and multimodal capabilities – potentially replacing other AI assistants.
• The AI Overview feature in Google Search should raise concerns for publishers.
• Businesses that optimize for AI Overview will be the definitive answer in AI-generated search results.
• Spindl has announced the world’s first web3 on-chain ad network.
• On-chain advertising offers new opportunities for targeting and payment models.
• Performance marketing in the web3 space will benefit from on-chain data and more precise targeting.
• The market cap of AppLovin and Unity show contrasting trajectories.
• AppLovin has experienced significant growth, while Unity has faced numerous challenges.
• Despite Unity’s bad year, it’s likely temporary and they shouldn’t be counted out.

Chapters

• 00:00 – Cold open, introduction, sponsor message
• 02:19 – Google I/O, Gemini vs. ChatGPT 40, marketing challenges
• 14:25 – Spindl’s new on-chain web3-native ad network
• 22:46 – Q1 2024: AppLovin’s growth vs. Unity’s challenges
• 29:00 – Side Tangent: Building charts with ChatGPT 4o
• 32:20 – Sponsor message and closing

Google Gemini vs. ChatGPT 4o – AI Insights for Industry Leaders

Delve into the latest AI advancements discussed at the Google I/O conference and a get a compare/contract of Google’s Gemini AI against OpenAI’s ChatGPT 4o. Explore the implications of these technologies on search results and the evolving strategies businesses must adopt to optimize their SEO efforts.

Google I/O Highlights: The Google I/O conference showcased significant AI developments, including:

• Gemini 1.5 Pro: The newest AI model supporting long context capabilities up to 2 million tokens.
• Generative AI Tools: Imagen 3, AI-generated music, and generative video (Veo).
• Project Astra: Aimed at pushing the boundaries of AI applications in everyday life.
• AI Overviews in Search: Enabling Google to handle more complex queries, potentially impacting web traffic for publishers.

ChatGPT 4o Advancements: OpenAI’s ChatGPT 4o, announced a day before Google I/O, offers several groundbreaking features:

• Multimodal Capabilities: Handles text, audio, and visual inputs and outputs.
• Real-Time Interaction: Allows users to interrupt and interact with the model in a more seamless manner.
• Improved Speed and Efficiency: Faster, cost-effective, and multilingual, making it a versatile tool for various applications.

Key Insights:

• AI Reliability: Anecdotally, Google’s Gemini seems to suffer from inaccuracies and hallucinations, while ChatGPT 4o seems faster and more accurate.
• SEO Strategies: With AI-driven search results becoming the norm, businesses need to adapt their SEO strategies to remain visible and relevant.

Thoughts from the Hosts: There is some skepticism about Google’s “coming soon” features. There are also real concerns among publishers about Google’s AI overview features potentially reducing their web traffic – this seems fair, but also inevitable as technology marches on. Those who adapt quickly will find the best ways to survive.

Spindl’s New Ad Network: Impact on Web3 Marketing

Spindl’s innovative on-chain ad network is the first truly web3-native ad network. Examine how this ad network may revolutionize targeting and payment methods in the web3 and marketing spaces.

Spindl’s Web3 Ad Network: Spindl’s on-chain ad network introduces a new approach to web3 advertising, enabling advertisers to reach targeted audiences more effectively and transparently. Key features include:

• Enhanced Targeting: Utilizing on-chain data for precise audience targeting.
• New Payment Models: Advertisers pay only for on-chain conversions, such as NFT minting and token swaps.

Implications for Web3 Advertising:

• Better Valuation: Ad inventory providers can charge more, but provide better value, benefiting both advertisers and publishers.
• Fairer Compensation: The model promotes fairness in advertising payments, leveraging smart contracts to ensure transparency and trust.
• Performance Marketing: On-chain data allows for enhanced performance marketing, potentially driving higher value to referrals and lowering up-front costs.

Thoughts from the Hosts: This could truly take the needle that is high-value users out of the haystack that is the web3 ecosystem.

AppLovin vs. Unity: Critical Insights for Marketers and Investors

Compare the recent financial performance and market cap trajectories of AppLovin and Unity, highlighting the diverging paths of these two companies over the last year. It will make you wonder how things might look next year!

AppLovin’s Growth: AppLovin has demonstrated significant growth, with key financial metrics showing strong performance:

• Q1 2024 Revenue: $1.06 billion, a 59.4% year-over-year increase.
• Market Cap: Nearing $26 billion.
• Earnings Per Share (EPS): $0.67 – up 67.5% year-over-year.

Unity’s Challenges: Conversely, Unity has faced several challenges, reflected in its financial metrics:

• Q1 2024 Revenue: $460.38 million, an 8% year-over-year decrease.
• Market Cap: Around $8 billion.
• Earnings Per Share (EPS): $0.75 – improving since Q4 2023 ($0.70), but still significantly lower than Q1 2023 ($0.83).

Thoughts from the Hosts: Unity is undergoing strategic realignments, including leadership changes, layoffs, and divestments, to streamline operations and steer towards recovery. Despite these efforts, the company continues to face significant market pressures. However, don’t count them out. It’s likely that they’ll be in a stronger position in the next year. (Additionally, this would be a great time for someone to swoop in and buy them!)