EU is $70 ARPU market for $META.
I wonder whether Meta should run an experiment by launching two monetization:
1. $10/month with no ads to access FOA (FB+IG+WhatsApp+Messenger)
2. Opt-in to targeted ads
Users decide what they value.
1. You lose perhaps higher purchasing power users
2. The ad infra appeal itself goes down (lower inventory, lower purchasing power userbase)
Also allows Meta to do a forced experiment. If very successful, Meta can launch elsewhere.
As mentioned, just a hot take and can be stupid take. For the uninitiated, Iβm reacting to this news
wsj.com
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