[memnips]

> One thing I did not understand is where all the mobile money on facebook is coming from. Looks like it is from app installs (don’t think FB breaks it out) which in turn is created by VC funding bubble.

In July re/code put the App Install Ads at $400-$800m in revenue per quarter. I'd guess it's on the upper-end of that spectrum and is out-pacing other revenue lines. It's not unusual for a top tier game to pay up to $3-5 for a US install.

This is why Twitter is so keen (desperate?) to replicate what FB is doing.

http://recode.net/2014/07/24/why-doesnt-facebook-want-to-bra...

[npalli]

Good link, thanks. Interesting that Spiegel was aware of the trend at least a year earlier.

[ansible]

It's not unusual for a top tier game to pay up to $3-5 for a US install.

Yikes, that is much higher than I expected. I'm not really in that particular space, so I guess I shouldn't be surprised. I'm assuming these games are like the new and "improved" Dungeon Keeper that have ludicrous amounts of in-app purchases, so they expect to make back that $3-5 quickly.