Not Investment Advice 251: ChatGPT Ads, Memory Stocks (Micron, Sandisk), Matt Damon & Ben Affleck New Film Model
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Jan 21, 2026 Dive into the world of ChatGPT ads and discover how OpenAI is reshaping advertising with innovative formats and targeting. The discussion takes a pivot to the surge in memory stocks, particularly Micron, revealing its profound impact on AI data centers and the staggering demand for DRAM. Plus, explore the intriguing new film model crafted by Matt Damon and Ben Affleck that breaks from traditional Netflix deals, reflecting how viewer behaviors are transforming the filmmaking landscape. It's a captivating blend of tech, finance, and entertainment!
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Potato Farmer Backed Micron
- Micron's founding investor was potato magnate J.R. Simplot who saw memory as a commodity skill like potatoes.
- Simplot at one point owned 40% of Micron after recognizing the industry's similarity to farming.
Run Small Tests Before Shifting Ad Budgets
- Test ChatGPT ads with small budgets before reallocating major spend from Google and Meta.
- Allocate modest trial budgets (10–20%) while keeping core spend on proven platforms.
Chat Platforms Offer Deeper Targeting Than Search
- Chat platforms combine keyword intent with deep behavioral data, creating rich targeting beyond search.
- That hybrid targeting could rival Google for high-intent and personalized advertising.