🧠 CloudX just hit 10-20% Revenue Lifts in 90 Days: The First AI-Native Ad stack for publishers

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.

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⏱️ 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

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📌 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.

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🎙️ HOST

Felix Braberg — Ad Monetization consultant

🎤 GUEST

Dan Sack — Co-founder, CloudX (formerly MoPub, Twitter, Max,

AppLovin)

https://www.linkedin.com/in/dansack/

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💬 Reach out to Dan: [email protected]

💬 Comment below: would you try a programmatic stack that runs on AI agents?

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