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. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⏱️ TIMESTAMPS 00:00 Cold open — dating app publisher up 14% revenue 01:19 Round two intros + Dan's torn ACL update 03:30 What CloudX has shipped since February GA 04:39 Monetization as code: human + AI agent operated 07:28 Felix's example: "kill DT for IAP whale cohorts" 08:43 First look vs parallel vs standalone explained 14:27 The real reason CloudX delivers 10-20% lifts 24:14 Felix's pickle: 3 weeks of manual tuning, no AI yet 32:19 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. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🎙️ HOST Felix Braberg — Ad Monetization consultant 🎤 GUEST Dan Sack — Co-founder, CloudX (formerly MoPub, Twitter, Max, AppLovin) https://www.linkedin.com/in/dansack/ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 💬 Reach out to Dan: dan@cloudx.io 💬 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
