Good morning guys, it's our 2nd edition of 5-Bit Friday’s rebooted, it’s June 12, and has anyone else noticed LinkedIn is becoming like YouTube shorts? I’m seeing video everywhere…brace yourself for “90 things I learnt about b2b sales from my grans 90th birthday” videos.

In the next 5 minutes over your coffee: ChatGPT's soft launch ad system and what it means, Apple's billion-dollar-a-year brain rentals, the funnel the top 1% of apps have moved to, the acquisition that lets agents work for weeks, and the IPO sprint that changes your vendor math.

^{Together with our awesome partners}

Last time I wrote about this big gap in the app market, where less than 15% of apps are using weekly plans, yet weekly plans are driving most app revenue. And I also said I was going to test it on Little Moments. I am, and that’s why I love RevenueCat

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Not brand awareness ads. Real, conversion-optimized, pay-when-they-buy campaigns went live for early advertisers on June 5, and the pilot reportedly crossed $100M in annualized ad revenue within six weeks of launching.

→ Why it matters

This is the early-Facebook-ads moment people will claim they saw coming. ~700M weekly users, a pixel, a Conversions API, and CPA-style pricing where you pay for the action, not the impression. Criteo's early client data showed AI-referred conversion rates approaching 2x traditional search in some retail categories. The inventory is cheap and the auction is empty right now. That never lasts

→ Applying it

If you spend anything on Google or Meta, set up the OpenAI Pixel or Conversions API this weekend and run one small test on a low-friction action (trial start, signup, content download). See how CAC compares against your existing channels.

Has Apple come to terms with what we’ve all know has been a total joke for years? The new Siri unveiled at WWDC runs on a custom Gemini model that reportedly costs Apple ~$1B a year. Xcode 27 ships with coding agents from Anthropic, Google, and OpenAI built in. Even Apple's AI image watermark is Google's SynthID.

→ Why it matters

The most vertically integrated company on the planet looked at the model layer and decided to rent it. What Apple kept for itself is the part that compounds: the device, the distribution, and the personal context (your messages, photos, and screen) that makes the assistant actually useful. If Apple won't bet the farm on owning the weights, "we built our own model" is probably not your startup's moat either.

→ Applying it

Audit your own pitch. If your differentiation is the model you use, you have none. Differentiate on proprietary context, workflow, and distribution, and keep your model layer swappable underneath.

From a session with 150 app growth leaders this week: 82% of top-grossing apps now run web2app funnels, and users acquired on the web generate nearly 2x the LTV of users who convert purely in-app.

→ Why it matters

Web2app means you skip the 15–30% Apple tax, get full-funnel attribution back, and can run paywall experiments without waiting on App Review. The store is becoming the endpoint of the funnel, not the funnel. The same session's other consensus point: most teams over-invest in acquisition and under-invest in everything after the install. The two compound—own the funnel, then own the activation.

→ Applying it

Pick one paid campaign and route it through a simple web onboarding + Stripe checkout instead of straight to the store listing. Compare blended CAC and 30-day LTV. (I'm running this exact math on my own app right now, so misery loves company.)

Build custom onboarding, surveys, and checkout flows that unlock seamless in-app access — all for free under $2.5k a month in sales

OpenAI announced yesterday it's acquiring Ona, whose tech gives agents secure cloud environments to work in over long stretches. Codex is now at 5M+ weekly users, up 400% since earlier this year, and its most valuable work increasingly runs for hours or days, not one chat turn. (Same new value prop with Anthropic’s Fave btw)

→ Why it matters

The unit of AI work is shifting from "answer my question" to "take this job and come back when it's done." That changes a lot downstream: the product surface (an inbox of finished work beats a chat window), the infra (agents need their own workspaces and permissions), and the pricing (remember last week's bit on metered agent billing—this is why).

→ Applying it

Find the one job in your product a user would happily hand off overnight, and sketch the delegate → review → approve loop for it. That loop is the next onboarding flow.

Anthropic filed a confidential S-1 on June 1. OpenAI filed its own on June 8, last valued at $852B. Two foundational labs racing to the public markets within a week of each other…? The cost of rented intelligence is not rent stabalized

→ Why it matters

Public companies answer to quarterly revenue, and you're the revenue. Connect the dots from this edition alone: ads in ChatGPT, metered agent pricing, infra acquisitions. The era of subsidized intelligence is winding down, and the pricing you're building your AI features on today is a snapshot, not a guarantee.

→ Applying it

Re-run the unit economics on your AI features with a margin buffer. If a feature only works at today's token prices, it doesn't work. Re-check quarterly like you would any supplier.

I burnt through tokens like the Joker burnt that pile of cash in early apps builds, trying to get my stuff to work, things to be compile, not crash and actually have a stable foundation.

After a few runs, I built this master app prompt (one copy and paste) that sets all the configs, has context, and churns out a real working app on Sim that works on device — letting you start the creative part much faster with less token usage.

Less than 15% of paid/subscription apps offer a weekly plan, yet weekly plans are now printing 55.5% of total subscription app revenue. It’s the fastest growing share of revenue across all plan types.

I love this because a) Nobody is really doing it, b)The data proves it works, and c) It's trivial to steal. If you missed this idea, tap below!

Today, quick s/o features for these ones…