EPISODE · May 18, 2026 · 35 MIN
🧠 CloudX just hit 10-20% Revenue Lifts in 90 Days: The First AI-Native Ad stack for publishers
from two & a half gamers · host Lancaric.me
The first AI-native programmatic stack for mobile publishers is real, and the early numbers are absurd. 10-20% revenue lifts across every publisher they've launched.Felix Braberg sits down with Dan Sack — Co-founder of CloudX, formerly MoPub, Twitter, Max, and AppLovin — for round two of their conversation, three months after CloudX went GA in February. The company now works with dozens of publishers, has five bidders fully live, a dozen more integrating, and a 35-person team. The pitch is "monetization as code" — a publisher platform where every setup lives in code and can be operated by humans OR AI agents.What's actually working today is the infrastructure layer: transparent fees, no competing ad network, verified auctions, and integration options that include first look, parallel, and standalone. The agentic capabilities are coming in Q3 — and that's the part that could reshape how publishers operate.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — dating app publisher up 14% revenue01:19 Round two intros + Dan's torn ACL update03:30 What CloudX has shipped since February GA04:39 Monetization as code: human + AI agent operated07:28 Felix's example: "kill DT for IAP whale cohorts"08:43 First look vs parallel vs standalone explained14:27 The real reason CloudX delivers 10-20% lifts24:14 Felix's pickle: 3 weeks of manual tuning, no AI yet32:19 The Q3 automation + intelligence layer roadmap━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━📌 KEY TAKEAWAYS— CloudX is delivering consistent 10-20% revenue lifts across every publisher launched, regardless of integration type (parallel, first look, banners, full screen). Dan admits even he didn't expect lifts of this magnitude this quickly.— "Monetization as code" means your entire setup lives in code and can be operated by humans OR AI agents. Think Claude Code or Cowork but for ad operations — agents that monitor, recommend, and execute on your behalf.— Three integration types: first look (CloudX gets the call first with a floor, clears or passes), parallel (both platforms auction simultaneously in silos, winners compared), and standalone (CloudX called only for specific apps/inventory). Standalone is launching in the next few weeks.— Banners are NOT dead. CloudX is seeing real lifts there too — partly via dynamic price flooring (which many SDK networks underprioritize) and partly by bringing massive web/CTV banner demand into in-app through partnerships with buyers who historically ignored the channel.— Demand stack today: Meta, Liftoff fully live. Next wave (weeks away): Moloco, Pangle, Digital Turbine, MobileFuse, Verve. Big omni-channel buyers set for Q3. Twenty-plus bidders integrating.— Multi-round auctioning is the killer feature. Bidding + dynamic flooring + waterfall optimization in a single auction system, no hacks needed. Sophisticated publishers have been hacking this for years; CloudX productized it.— The AI agentic vision: dashboard becomes a Claude-Code-style conversation — "what's happening, what should I know, what's the recommendation, do it." Automation in Q3, intelligence layer following. The platform you log into shouldn't be a dashboard you operate, it should be an agent you direct.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━🎙️ HOSTFelix Braberg — Ad Monetization consultant🎤 GUESTDan Sack — Co-founder, CloudX (formerly MoPub, Twitter, Max, AppLovin)https://www.linkedin.com/in/dansack/━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━💬 Reach out to Dan: [email protected]💬 Comment below: would you try a programmatic stack that runs on AI agents?👍 Like the video if you learned something🔔 Subscribe for more deep-dive analysis#mobilegaming #admonetization #cloudx #mediation #programmaticads #aiads #f2p
What this episode covers
The first AI-native programmatic stack for mobile publishers is real, and the early numbers are absurd. 10-20% revenue lifts across every publisher they've launched.Felix Braberg sits down with Dan Sack — Co-founder of CloudX, formerly MoPub, Twitter, Max, and AppLovin — for round two of their conversation, three months after CloudX went GA in February. The company now works with dozens of publishers, has five bidders fully live, a dozen more integrating, and a 35-person team. The pitch is "monetization as code" — a publisher platform where every setup lives in code and can be operated by humans OR AI agents.What's actually working today is the infrastructure layer: transparent fees, no competing ad network, verified auctions, and integration options that include first look, parallel, and standalone. The agentic capabilities are coming in Q3 — and that's the part that could reshape how publishers operate.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — dating app publisher up 14% revenue01:19 Round two intros + Dan's torn ACL update03:30 What CloudX has shipped since February GA04:39 Monetization as code: human + AI agent operated07:28 Felix's example: "kill DT for IAP whale cohorts"08:43 First look vs parallel vs standalone explained14:27 The real reason CloudX delivers 10-20% lifts24:14 Felix's pickle: 3 weeks of manual tuning, no AI yet32:19 The Q3 automation + intelligence layer roadmap━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━📌 KEY TAKEAWAYS— CloudX is delivering consistent 10-20% revenue lifts across every publisher launched, regardless of integration type (parallel, first look, banners, full screen). Dan admits even he didn't expect lifts of this magnitude this quickly.— "Monetization as code" means your entire setup lives in code and can be operated by humans OR AI agents. Think Claude Code or Cowork but for ad operations — agents that monitor, recommend, and execute on your behalf.— Three integration types: first look (CloudX gets the call first with a floor, clears or passes), parallel (both platforms auction simultaneously in silos, winners compared), and standalone (CloudX called only for specific apps/inventory). Standalone is launching in the next few weeks.— Banners are NOT dead. CloudX is seeing real lifts there too — partly via dynamic price flooring (which many SDK networks underprioritize) and partly by bringing massive web/CTV banner demand into in-app through partnerships with buyers who historically ignored the channel.— Demand stack today: Meta, Liftoff fully live. Next wave (weeks away): Moloco, Pangle, Digital Turbine, MobileFuse, Verve. Big omni-channel buyers set for Q3. Twenty-plus bidders integrating.— Multi-round auctioning is the killer feature. Bidding + dynamic flooring + waterfall optimization in a single auction system, no hacks needed. Sophisticated publishers have been hacking this for years; CloudX productized it.— The AI agentic vision: dashboard becomes a Claude-Code-style conversation — "what's happening, what should I know, what's the recommendation, do it." Automation in Q3, intelligence layer following. The platform you log into shouldn't be a dashboard you operate, it should be an agent you direct.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━🎙️ HOSTFelix Braberg — Ad Monetization consultant🎤 GUESTDan Sack — Co-founder, CloudX (formerly MoPub, Twitter, Max, AppLovin)https://www.linkedin.com/in/dansack/━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━💬 Reach out to Dan: [email protected]💬 Comment below: would you try a programmatic stack that runs on AI agents?👍 Like the video if you learned something🔔 Subscribe for more deep-dive analysis#mobilegaming #admonetization #cloudx #mediation #programmaticads #aiads #f2p
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🧠 CloudX just hit 10-20% Revenue Lifts in 90 Days: The First AI-Native Ad stack for publishers
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