Latest / Agentic Conversations (formally mlops.community) / MLOps for Ad Platforms // Andrew Yates // MLOps Coffee Sessions #130
Transcript
- 0:00Hi, I'm Andrea Yates. I'm the CEO and founder of
- 0:03promoted IAI. I like my coffee, black with one
- 0:07or two ice cubes, so it doesn't sculpt me.
- 0:11Abby, welcome back. It's awesome to have you as a
- 0:14co-host. I really like this.
- 0:17I love talking to you like today's interview is wonderful.
- 0:22Yeah yeah so we were talking to Andrea.
- 0:25It says you all just heard and he is I love the experience that
- 0:31he has. I love how he saw a need for
- 0:34this ads platform and he went out and he created it himself.
- 0:39He said in the interview which I thought was fascinating at
- 0:44Pinterest, there was nothing like what he Wanted when he went
- 0:48out looking at the market to see for the Pinterest ads platform.
- 0:53And so he said, why not? Just create it myself and he's
- 0:57trying to go and serve these very, very Advanced tech
- 1:02companies and their ads Marketplace.
- 1:04And so we chatted with him about the Spotify is in the Facebook's
- 1:08and the Pinterest of the world and the ads platform that they
- 1:11have, let me just explain it real quick and layman's terms
- 1:15and see if you understood it the same way.
- 1:17Way. I think it's basically like when
- 1:21you use Facebook or Twitter or Tik-Tok for example, and you
- 1:27want to put ads on Facebook, you have the option to go to the
- 1:34Facebook ads platform. And there is where you say what
- 1:38kind of creative you want? You say how much you're willing
- 1:40to spend. He is basically creating that
- 1:46platform. Where people can go and they can
- 1:48engage with the Facebook's of the world, but as an outsourced
- 1:53service and one of the reading fascinating things about their
- 1:58product. At least for me, is their focus
- 2:01on revenue and which is not something I see.
- 2:04And especially when it comes to out, it's such an important
- 2:07factor. Hey yes, I'm putting out ads but
- 2:10how much revenue will be? Actually making us this
- 2:12particular ad. Yeah and that he brought up so
- 2:16many good points with Real time. And how you need to be on top of
- 2:20it, because you can go from profitable to unprofitable real
- 2:24quick with ads and that is you're playing with money and
- 2:28sometimes you're playing with a lot of it so you better, make
- 2:31sure that it's correct. Yeah, I love this the tiny bit.
- 2:35He talked about the streaming deer as well, and the challenges
- 2:39that they are in. It take would streaming vs.
- 2:41Bosch ticked as well. Yeah, interesting things for me
- 2:46in the same kind of conversation.
- 2:47A, he has this very clear thought process about how he
- 2:52sees things. So, for example, there was this
- 2:54one discussion where we asked, what readings are you to go in
- 2:57at? And he said, well, all these big
- 3:00companies are essentially a business isn't, when I
- 3:03personally look at Google, I'm like, a, like a Cespedes, my
- 3:06never thought. Oh, my God, but acts are the
- 3:09only thing that are actually making money for that business.
- 3:12So, you know, they might have hundreds of products, but I
- 3:15think of the day, this isn't it. Is so important, so important.
- 3:20So let's get into it with Andrew Yates and for anyone that wants
- 3:25to check out his company, it is again, it's called promoted AI.
- 3:29You can find it online on the internet and for anybody else,
- 3:33that is out there and you're listening, you find Value in
- 3:36this, it would mean the world to us.
- 3:37If you give us a like, or a follow or you, maybe leave a
- 3:42review that would be you more incredible.
- 3:45We would be so thankful because that Triggers the algorithm and
- 3:48lets the world know that this is worth listening to.
- 3:53All right, let's jump into it. Dude, I'm super excited to talk
- 4:02to you. I really want to hear all about
- 4:05the this ad platform what you've been doing.
- 4:08I don't know if you know this but we have done some system
- 4:12design like deep Dives on ad platform, specifically the Uber
- 4:17ads platform and we made like animated video out of this.
- 4:21So ad platforms is something that is is close to my heart.
- 4:24We haven't done anything with the Facebook or Pinterest ad
- 4:28platforms, which I You were closer to than the Uber one, but
- 4:33before we get into any of that, we should probably just start
- 4:36with your background. I know that you went to college
- 4:41for one thing and then you came out, you went to the valley and
- 4:44your life spun around. Can you give us a little bit of
- 4:47the download on on what happened there?
- 4:51Yeah. Well, hi everybody.
- 4:53I left school and came to San Francisco and thought hey, at
- 4:57Tech is what makes the valley run?
- 5:00Let's learn antec, but it's not so easy to get into ad tech
- 5:05there at that time that was like, 2012 or 13 or so.
- 5:11A lot of people are starting at Tech startups but they weren't
- 5:16successful in comparison to Facebook or Google.
- 5:19So I went to go work at Facebook ads.
- 5:21The industry join Pinterest, learn industry there as well,
- 5:25and then started promoted all the way to Winter 21, ask you
- 5:29something here. So you kinda interesting that I
- 5:33could work with the one very specific thing because a
- 5:36particular conversation but somebody some sort of article
- 5:39that sort of said hey let's get into a semantic.
- 5:42This is an up-and-coming space. Oh well it was already the
- 5:47space. I think people try not to look
- 5:50directly at the Sun One and want to pretend other Industries
- 5:54compare. But Google is an ads business,
- 5:57Facebook isn't ads business, Amazon has a huge ads business,
- 6:02Microsoft has a huge as business.
- 6:04Apple has a huge as business. Those are the biggest most
- 6:07important technology companies. Their businesses are somehow
- 6:11commercial media and it touches on every other business.
- 6:14It's challenging to think about in a couple of ways.
- 6:17One is because there doesn't seem to be much opportunity for
- 6:20promising start. In this space, and that was
- 6:23actually, one of the things that inspired us to get started.
- 6:26We're seemed like there had been such a long number of years
- 6:30where people were not ambitious in edtech, because you could go
- 6:35to Facebook or Google and they were so dominant for so long
- 6:39that there was an opening. And in fact, I got that feedback
- 6:42at Pinterest. When when I was having lunch
- 6:44with someone from Business Development, she says, hey,
- 6:47there's no good startups and adtech.
- 6:50And and she's right, I mean, according to Pinterest standards
- 6:53there be nothing there, that Pinterest would have any
- 6:56interest in in requirement regarding using their product
- 6:58or, or any kind of acquisition or that Engineers working on.
- 7:02It wouldn't have been any of any interest to a company like
- 7:04Pinterest. And in fact, I think Uber would
- 7:06have found the same thing. I know that they Outsource their
- 7:09ads for some time. This is something that we
- 7:13explicitly go after and it's not so much on the technology side.
- 7:16It's more of like honestly building your ad.
- 7:19But not goofing around with the measurement.
- 7:22Attribution model to pull, forward revenues to try and make
- 7:26your numbers every quarter or keep repeating that process over
- 7:28and over. There's a technology to it as
- 7:30well. But there's also like an
- 7:31organizational practice about something about ads, makes it
- 7:35misses, getting back to load it to the motivation.
- 7:38And and I think the opportunity, there's a tremendous amount of
- 7:41technology and thinking behind ads.
- 7:44There's a phrase, about top minds of a generation have been
- 7:48wasted on Getting people to click on ads, people really hate
- 7:53to talk about ads. They really don't want to
- 7:55identify. So, rad tech people.
- 7:57There's a famous quote from Twitter about ads or Like
- 8:00Oxygen, you have to have them, but it's not something you, you
- 8:04really celebrate or want to work on, we come in from come at it
- 8:08from the opposite side and especially this idea of an
- 8:11honest ad system which is own it like you're here to make profits
- 8:17for everybody. And designed the system in such
- 8:21a way that you make it as Fair as possible.
- 8:24And there's a lot of technical logical implications to how you
- 8:26would build such a system, and we'll get into that, especially
- 8:28from the ml offside. But a lot of it comes down to
- 8:31measurement and philosophy in the organization as opposed to
- 8:36technology that the idea of predicting clicks is not new
- 8:41people done that before. But the idea of having your
- 8:44entire organization maximize for one goal versus always Having
- 8:49this extra magical lever, the Poland, a little bit extra
- 8:52Revenue, at the end of the quarter or hey, the core
- 8:54business isn't working. Let's just goof around with a
- 8:57couple of things and try to get those budgets in and later it'll
- 9:01get fixed. Do not do that and do it.
- 9:04The right way is, is incredibly powerful.
- 9:06So that's what we're solving your a promoted as in honest ad
- 9:10system, that is so great that we can run all commercial media,
- 9:13not just adds so maybe you can take us.
- 9:19Through the evolution of what has happened with adtech,
- 9:24because I imagine 10 years ago, that was where people were
- 9:28tinkering with machine learning and they were trying to get some
- 9:31machine learning into ad Tech. And now it's basically a, it's
- 9:36like table Stakes. Yes, there was an interesting
- 9:40book called chaos monkey, so that Antonio, Jesus last name is
- 9:45escaping me at the moment, but he wrote an interesting book
- 9:48about Out ads at Facebook back in 2010 or so.
- 9:53And he had this philosophy around Facebook ads would
- 9:57totally fail because they didn't participate in this real-time
- 10:01bidding ecosystems open ecosystem.
- 10:03And instead they built this closed ecosystem, and you would
- 10:06have to send all of your data to Facebook and only Facebook would
- 10:09be able to use its own data. Most people expected Facebook,
- 10:13did not be a trillion dollar company.
- 10:15They had a lot of struggles. I worked on the That came later.
- 10:19So I worked on the team that worked on the machine learning
- 10:22application of all of that data and turned out that back around
- 10:272010 or so, both Facebook and Google.
- 10:30In particular, we're able to come up with techniques to start
- 10:34monetizing the data that they had directly through machine
- 10:38learning and click and conversion prediction models.
- 10:40And it worked really, really well.
- 10:42Exceeded, everyone's expectations, one of the first
- 10:44examples of it was the mobile app install ads on.
- 10:49Facebook, which was just like this breakout market and then
- 10:51this idea of monetizing mobile ads was just it before.
- 10:55It was a banner ads on web and mobile ads didn't work at all.
- 10:59So there's this interesting Dynamic where it's not like just
- 11:03only maximizing like if you have a recommendation system making
- 11:07it a little bit better, get you a little bit better.
- 11:09But for ads there's this threshold of profitability where
- 11:14if it's unprofitable, you should do it, never.
- 11:17But as soon as it crosses over, To enough efficiency where stars
- 11:20become unit profitable, you should buy infinite under of
- 11:24these and that's what was starting to happen in 2010 or so
- 11:27is using machine learning successful applications of
- 11:30machine learning ads were becoming efficient enough.
- 11:33That this ecosystem was built up to build.
- 11:37A Facebook, for example, is was the biggest success story of
- 11:40this. Going a little bit away from
- 11:45let's say, Facebook and thinking a little bit more towards the
- 11:48bigger Market. Places, where the big challenges
- 11:51they're facing today? I know there are laws.
- 11:53Okay for user privacy, like gdpr in Europe and there's a
- 11:58California protection act, I believe in California.
- 12:01Well, first of all, if it's on your own website, those are not
- 12:04relevant to you. And second that's relevant for
- 12:08cross-site tracking. So, if you're trying to
- 12:10aggregate data across, Us many different sites, then it's a
- 12:15challenge. If your Google somehow they have
- 12:18come up with the you just Google has been affected for sure.
- 12:21For sure, certainly. Facebook is in fact, affected
- 12:24more. However, they have come up with
- 12:27strategies to continue figuring out what you're doing around the
- 12:29web everyone because that's her core expertise in there.
- 12:31A trillion dollar company, there are other companies that do this
- 12:35less successfully. So if you are a sa unicorn
- 12:40Marketplace, you are. Not going to be able to come up
- 12:43with the entire Playbook of Google, to figure out how to
- 12:45track people around the web, and on different mobile devices.
- 12:49And so, you're going to have to have a different Playbook.
- 12:51But bringing this back down to earth regarding ads on Market
- 12:55places, it shouldn't be that relevant because the
- 13:00transactions are happening on your own Marketplace.
- 13:03Why do you need to go and track people around the web?
- 13:07You can track them on your own app that has never changed.
- 13:10That's the same, you know what they're doing?
- 13:11And Yeah. So as far as when it comes to
- 13:18your time at Facebook and Pinterest, one thing that I'm
- 13:22very curious about is building out these platforms.
- 13:26You spoke a little bit about the vision there, which is a whole
- 13:29nother Beast that I want to get into in a minute.
- 13:31But maybe just like for people who have never worked at either
- 13:35company, can you paint the picture of what it looks like to
- 13:41work on? A data team in each one of these
- 13:44companies like what's the structure of the team?
- 13:48How does the, how do the goals? What you're working with?
- 13:50Okay ours I imagined. But what are the things that
- 13:53you're looking at like in the detail to be able to just like
- 13:57show us what are the differences there?
- 13:59Yeah there's not a single data team at these bigger companies.
- 14:04One, one thing that I think is there are two aspects of how I
- 14:08think it can be done. Better versus how it's done in
- 14:10practice one, Batch versus streaming and the second is
- 14:15Unified across your whole app versus ads having their own
- 14:19system. I'll start with the letter, it's
- 14:20a little easier most companies when they do ads as there's a
- 14:25there's a very clear cultural break.
- 14:27Our Core Business is peeked out, we need to make more profits and
- 14:32the existing search and Discovery team will go build a
- 14:35team, both in social media and in marketplaces it, maybe even
- 14:40food delivery apps ride. Perhaps, they will do their own
- 14:43measurement, they will do their own inventing, they will do
- 14:46their own machine learning, they will do their own delivery
- 14:49system. And then, there's some sort of
- 14:50orchestrating system that combines at results with Organic
- 14:54results at the end. And then someone says, well, if
- 14:57only you got us this cost-per-click, or this positive
- 15:01return on that investment, we give you this huge budget but
- 15:04we're only spending the small budget and then they have like
- 15:07an team that's coming outside. Well, we have all these ad
- 15:11Impressions, but when we originally started, our atom
- 15:17attribution model says that, they're not generating value.
- 15:20But we look at all these ad Impressions were serving the
- 15:22data side of it is it's predicting clicks, and
- 15:26conversions, and tracking Impressions and insertions and
- 15:28things. These are the sort of things
- 15:30that you would expect to be table Stakes for everything on
- 15:34your app. Why is it so substantially
- 15:36different for clicks and conversions?
- 15:39And for Impressions? Why is it for an ad?
- 15:43It's a Wholly different thing than when it's your ordinary
- 15:47organic product. Like ordinary things that are
- 15:48showing up and say who bereet sore or your Marketplace or
- 15:52Facebook news feed or Pinterest or for whatever.
- 15:54Nevertheless they are usually constructed as entirely two
- 15:57separate systems. When if you think of it as one
- 16:00thing you can get the benefits of both on the ad side, the ad
- 16:03side has a strict definition of visibility around.
- 16:08An impression has a uniform definition that you're not
- 16:11supposed to mess around with and I Maybe impression, like you
- 16:15have to have seen it for a certain amount of time with a
- 16:16certain number of pixels. And then for a click, you're
- 16:19supposed to Define to your advertisers.
- 16:21This is this is what a click means and then stick to that
- 16:25definition and not, there's another sort of measurements you
- 16:28think not, not change the definition of clicks to make
- 16:30them more common, so that you can build more of your
- 16:32advertisers you're supposed to stick to it.
- 16:34A common definition, you can benefit tremendously from this
- 16:37sort of rigor of measurement, definitions because the better
- 16:42measurement allows you to train more.
- 16:44Models on the other side of it, the ads.
- 16:48Well, you have one Marketplace. Could you use the data of all of
- 16:53what people are doing across your entire app to better
- 16:56optimize your ads? Well, well, yes, you could.
- 16:59But you have to cooperate with your search and Discovery team
- 17:03to be able to have the data pipeline in place and and or
- 17:06things like. And I think you've probably
- 17:08experienced this before you see an ad and write a book.
- 17:14Right below. It is the organic listing and
- 17:16you're thinking, wow, like could these two systems talk to each
- 17:19other and they could right there are that's like from a pricing
- 17:24aspect is like would you Bill would you pay the same amount
- 17:27the win first? If you are already going to win
- 17:30first if you didn't pay for an ad and the answer is almost
- 17:33always know you pay less or nothing at all, you can set
- 17:38these sort of systems up from the measurement side, but you
- 17:40need the unification between the ad side and and there.
- 17:44Next slide. So, that's the the part around.
- 17:47There's a lot to be learned by combining together.
- 17:50What's Best in edtech with what's best in the organic
- 17:53overall product into an overall measurement solution.
- 17:56There's also this idea of batch versus streaming, I'll talk a
- 18:00little bit about that most systems Sterling match
- 18:04especially if they were built five years ago because streaming
- 18:07it's really hard. It's just it's just a whole
- 18:09separate other discipline for batch you can throw everything
- 18:13The Hive and you can have a different.
- 18:16You can have data scientist frequently, write SQL queries
- 18:20and generate what or models in a notebook and everyday generated,
- 18:26which works pretty well to be clear.
- 18:28And when I worked at Facebook, by the way, we were doing that
- 18:31was back in twenty thirteen or fourteen or something like that.
- 18:34Like daily batch is okay. Go get it.
- 18:38Go get some of the job done. The biggest difference in ads is
- 18:41your spending other people's money in real time?
- 18:44So of model, delay of like two or three days what's been
- 18:48happening for those two or three days like have you been spending
- 18:51someone's money and way that they would like to change very
- 18:54quickly when I said that Facebook was doing Daily Bat
- 18:57training they were but they also have these other real-time
- 19:00systems to make sure that if something went awry that you
- 19:04could respond to it immediately. These were calibration models of
- 19:07these were also Pacer models regarding hey I have a budget.
- 19:12I need to try and paste this. Only throughout throughout the
- 19:14day. So in ads, use case the
- 19:17streaming case becomes much more important because you can't have
- 19:23your model be wrong, in an individual case for too long and
- 19:29you have to intervene. And so the real-time streaming
- 19:31becomes much more serious on the outside and it again excite can
- 19:34benefit from it too. And not to mention the Price
- 19:39just that it takes to stand this up and to get streaming up and
- 19:45running from a resources perspective, right?
- 19:47From all the engineers that need to know about this and right
- 19:51now, I think the streaming ecosystem is so complicated and
- 19:55it's just so confusing. Okay.
- 20:00How are searching Discovery piece but the bigger tech
- 20:04companies. Oh there are many different
- 20:07teams doing search and Discovery frequently.
- 20:09They'll have an R&D team they'll have like a practice team that
- 20:12will Implement what the research team has done two different
- 20:16models and then frequently. They separate the organic team
- 20:20from the as team that typically there will be searched and
- 20:23discovered. They won't call it search and
- 20:25Discovery for ads. They'll call it as ranking and
- 20:27ads targeting maybe it's easier to talk.
- 20:29Worried about a smaller company, let's say, like a doordash door,
- 20:33or like an Airbnb. So, frequently they'll have
- 20:36platforms team that are building tools will be a data team.
- 20:40That's providing all of them Eventing and providing the raw
- 20:45material for producing both creatures and training examples.
- 20:49They'll be usually in ml infrastructure team for training
- 20:51models, hosting the models, there's frequently a research
- 20:54and development team. That's coming tomorrow
- 20:56architectures. Then there's frequently a Data
- 21:00science team, that is analyzing models and frequently provides
- 21:05an interface to maybe more business-oriented product
- 21:08management, type of teams, then there are usually one or several
- 21:13types of call them, like, middleware kind of engineering
- 21:17teams that are taking the raw resources for the machine
- 21:22learning systems, and then applying them to specific
- 21:26application. And those would be typically
- 21:28named things like, And for such and such surface, were certian
- 21:33such-and-such search and retrieval or maybe like such and
- 21:36such product. Those teams would be maybe
- 21:39working in python or Java and applying models or training
- 21:44models using the infrastructure provided by other teams and
- 21:47using the data provided by other teams in your experience.
- 21:52How was it like, would you all have like, a week or a month to
- 21:58try and fix? Technical debt.
- 22:00And how would you go about that? And then I'm just thinking about
- 22:05all these teams potentially playing together and interwoven
- 22:09and the one thing that's common with all of them is the data.
- 22:13I imagine we're what was the strategy around it?
- 22:18Oh, interesting. I think you're getting at one is
- 22:22who who owns signals and then who can apply them.
- 22:27So, once you're consuming a signal, what if that signal
- 22:31changes and who owns that life cycle?
- 22:33So frequently there needs to be versioning.
- 22:36I've seen attempts to manage this.
- 22:40It's hard. I think, I think one part of it
- 22:42is it just recognizing that at that?
- 22:44It is harder than that. It's complicated.
- 22:46And it frequently requires a little bit more relaxation on
- 22:52always measuring every single, a be impact and more thinking of
- 22:57things as as services that you consume as a black box, which is
- 23:02very difficult for teams to do, sometimes if they're not quite
- 23:06meeting kpis, and someone was to change the signal, but that's
- 23:10going to mean, is going to be regressed for a few weeks or
- 23:13even months while they come up with the next version?
- 23:16Like, Maybe changing model architecture.
- 23:18That can be very challenging to manage internally.
- 23:21And so, I've seen people try to build feature stores, and
- 23:25machine learning platforms to try and make this all automated
- 23:29and run by the machine with varying levels of success.
- 23:33My personal opinion on this is it takes strong technical
- 23:36leadership from the top and manage these kind of horse
- 23:39trading issues and I'm not just allow internal teams do forever
- 23:44argue with each other about horses.
- 23:46Trading in a be experimentation and launch reviews and keep a
- 23:50more unified vision. Of this is the direction.
- 23:52We ultimately want to go so long as this is using more data.
- 23:57There's some reason mechanistic reason for this to be useful
- 24:01that even if the metrics are ambiguous or mixed that they
- 24:06have the confidence to continue to move forward versus forcing
- 24:10everything to go through. Such a super clean, a be
- 24:13experimentation and launch review for every service that
- 24:15everyone. Depends on that.
- 24:17Could be a tremendously slow and frequently gets corrupted
- 24:21because eventually someone needs to get something launched and
- 24:23they'll just bypass that progress.
- 24:25And there's then once you have that happening it gets pretty
- 24:29ugly but I think it takes a certain level of very strong
- 24:33technical leadership from the top to help guide people to take
- 24:39some risks and okay, is it okay if this is launched, even if
- 24:42it's not quite sure. Well, we have faith that this
- 24:46This is the right sort of architecture that we want and
- 24:48not Thai people so desperately to kpis and a be
- 24:53experimentation. That's my personal opinion.
- 24:56I don't think this can be purely solved from a technical and
- 24:59infrastructure standpoint. In terms of feature stores and
- 25:02Signal Management, and versioning that said there are
- 25:05some best practices, like when you launch a new version of your
- 25:08signal, you should make a new version of it and then people
- 25:11adapt into the new version and then you have some sort of
- 25:13system for. Hey, we're going to deprecate
- 25:15this other After six months or something like this, and how the
- 25:19resource and budget to be able to have parallel versions of
- 25:22your system, so that people can migrate over, like there's some,
- 25:25I'd say table Stakes for how team should work together when
- 25:30they're consuming other signals and working together.
- 25:33But that said, I don't want there to be any belief from me
- 25:38that this can be solved by technology.
- 25:41It is an organization leadership challenge that can be
- 25:46facilitated. Facilitated by technology.
- 25:48I and a lot of people that come on here and most of the
- 25:51co-hosts, we all know that. It's not always about the tech
- 25:56and we try to keep it as much as possible about this
- 26:00organizational piece to because everyone who knows about devops
- 26:04that is very much a organizational piece as much as
- 26:08it is a tech piece. And there is one thing that I
- 26:14was thinking about when it comes to Promoted the tool that you've
- 26:18built is were you looking to build something that was going
- 26:23to plug into one of these bigger companies?
- 26:26Or was it something for for someone who's going to zero to
- 26:31one and they can just have it right off the bat before they
- 26:35need to clean everything up former?
- 26:40It's for big marketplaces is for social media, it's for this
- 26:43could run Pinterest. Dan and I were interest
- 26:47Engineers. We're trying to solve the things
- 26:50that we wish interest had done the problems that were solving
- 26:54our. What, if you are a scaled
- 26:57Marketplace and the difference in, let's say, let's say you can
- 27:01make five percent more Revenue per user.
- 27:04That's the difference between profitable and unprofitable at
- 27:08scale. It's a difference between you
- 27:11should continue to be in business versus eventually you
- 27:14will go out of business. It A tremendous step change and
- 27:19it's like every day you get better every day you worse and
- 27:22these kind of efficiencies 510 percent is their huge at scale.
- 27:26When you are a multi-billion dollar market place, the
- 27:29efficiency matters tremendously and that's what we're going
- 27:33after knowing what, you know about the organization and all
- 27:38of these different teams that you mapped out, just a minute
- 27:41ago. How do you fit into that like,
- 27:45dude? Just plug into all the different
- 27:47teams. Do you say, we're going to
- 27:50specifically talk to the ml platform team?
- 27:53For example, what does that look like?
- 27:55Yes, we is kind of a naive idea, but it turned out to work
- 28:01accidentally. We decided to build our own data
- 28:05and measurement infrastructure. Because how hard could it be?
- 28:09Well, Dan Hill, my co-founder is just a genius at building
- 28:14infrastructure and Set up our own data infrastructure.
- 28:17So what we do is we provide our own streaming data
- 28:21infrastructure and we provide it at no additional cost and we
- 28:24measure everything in your Marketplace, everything in your
- 28:28app, we do all of our own Eventing.
- 28:30We do all of our own measurement join but we can plug into other
- 28:34sources, like from segment or amplitude or whatnot.
- 28:36But when you are generating, the kike types of volume and quality
- 28:40of data that are necessary for doing very high level types of
- 28:43machine learning, you're talking terabytes of data, And this is
- 28:46something we've also seen is people think they're logging a
- 28:49lot of data and then they need to start logging annotated
- 28:52Impressions. Like, you know, mobile device
- 28:56you trying to send like I don't know, 20 attributes per
- 28:59impression and someone just Scrolls or if you can go and you
- 29:02only have like 20 Impressions. Oh no that's not going to work.
- 29:06So we build all of this infrastructure for measurement
- 29:10and joining and we provided at no cost and that gives us a
- 29:14extremely found. Foundation to build amazing,
- 29:18machine learning models that have a picture of, here's
- 29:20everything that you're doing. And then regarding working with
- 29:22other teams or other machine learning teams, the style of
- 29:26machine learning that we have. You can stack models, you can
- 29:29send to us. If it's a, if it's a user model
- 29:31you can just send it in our user CMS system.
- 29:34If it's an item model you can like sent you can stick a
- 29:36clustering or whatever it is collaborative filtering or
- 29:39embedding to upload it to our item CMS and if it's a item
- 29:44query or user across It's like a relevance item relevance or user
- 29:48relevance model you can attach it on the insertions that you
- 29:51send to us. And their way, our system is
- 29:53built, is we're super wasteful in some sense on data
- 29:57infrastructure, but we've made it very efficient and we can
- 29:59model on top of all the other models that you currently have.
- 30:02And we can also report back to you every day.
- 30:05Here's where your models missed out.
- 30:07Like, here are the additional features and information that we
- 30:09had that were able to get you more performance and we used
- 30:13your other models as signals and can combine them together.
- 30:15And then From a machine learning perspective, it.
- 30:17So if you can model on top of another model, the other
- 30:20features that are important are explaining the residual error of
- 30:24off of what these models were. So we can interface with your
- 30:27existing in-house data science team where we can ingest their
- 30:30models, and then build on top of it versus entirely replacing it.
- 30:34And same thing for other data signals, you can just send it
- 30:36all to promoted. And at the end of the day, our
- 30:39data infrastructure is this enormous.
- 30:42D normalizer Joyner, in real time, collecting all of these
- 30:45signals. And then, Training the models in
- 30:47real time to be able to find. Here's what the signals are.
- 30:51Interesting that brings me to the next question.
- 30:55You're still a very small start-up I believe eight people.
- 30:58I'm not entirely sure if the team size has changed recently
- 31:02but where are the big engineering challenges that you
- 31:05faced with such a small team? That's a great question,
- 31:08especially because you're catering to a very big space and
- 31:11you're working with companies that have important their
- 31:15challenges as well. It's not like let's just test
- 31:17it. You have to sort of prove it
- 31:19which is it's very Roi based business, the proving part.
- 31:25So here are some challenges. One is we had to strip out
- 31:27tremendous number of features. We focused exclusively on
- 31:33proving that our models, produce Revenue at the expense of
- 31:37virtually every other feature. And by the way, one of the
- 31:41things that got that D.D prioritized was metrics and a
- 31:46Maybe debt testing you'll tear from a variety of customers that
- 31:52will say, oh, hey, or of a variety of vendors and say, hey,
- 31:55we'll do an a/b test animal will outperform the such-and-such,
- 31:58vendor your existing system at the level that we sell.
- 32:01Nobody will take our metrics, they will run their own, a be
- 32:05experiment. So although we have we said
- 32:08fully support a be experimentation, we have a
- 32:11dashboard, we have metrics and whatnot, what we found was No
- 32:16matter what you produce, if you, if their team has to be able to
- 32:20measure that a be experiment, they have to prove to themselves
- 32:24that you are outperforming their other models or any other
- 32:27vendors. Oh, we've been benchmarking.
- 32:28And don't go Lea. We've been benchmarked against
- 32:31variety different versions of combinations of In-House models
- 32:34and a to be personalized and whatnot.
- 32:37So one of our challenges is you're fighting against reality.
- 32:41It's just hard to build a, such a complicated system that Can
- 32:46reliably produce an increase in revenue and keeping super
- 32:51focused on that one. It allows us to improve the
- 32:56revenue of our customers over very strong, bass lines, and
- 33:00also, according to their in-house team who has a mandate
- 33:03to show that one we don't work and therefore, they get our
- 33:07budget to go hire people, right? And and so they are very
- 33:11motivated to has to do really, really work, and we have to
- 33:13explain how it works. So that, Trust us, and I feel so
- 33:18great when we win the trust of our customers and not just like
- 33:22the business team, but the individual data science.
- 33:26And and machine learning experts that were working with and the
- 33:31challenge of this is that it's hard to build such a system.
- 33:34It's just a lot of work. The other challenge is we have
- 33:37to strip out a tremendous number of features.
- 33:40Another challenges which we were.
- 33:41We're going back now. Another challenge is we can only
- 33:44work with a few customers because it's challenging to
- 33:49provide that level of service for a few Enterprise customers.
- 33:52And so, for example, we can't provide today, we can't afford
- 33:57to provide a freemium version of our product.
- 34:00We won't do free trials because we don't have the staff to deal
- 34:04with it. We don't have a Solutions
- 34:05engineering team today to be able to do with that.
- 34:09We will wonder well how it will be going.
- 34:12Going any free trials but today we have to pay up front.
- 34:18Yeah. Like how much white gloving
- 34:20needs to actually happen because of all this complexity well in
- 34:24theory not in theory. Here's all the open source sdks
- 34:28install it. The way that we ask and it just
- 34:31runs in theory in practice. These are large engineering
- 34:35teams that are prioritizing for a variety of different reasons.
- 34:39And And if something is not clear or if something comes up,
- 34:43you always kind of integration with some hypothetical other
- 34:46platform, that might be better. So, in practice having some
- 34:49service level to help get integrated, it's not because
- 34:52people can't do it or they don't want to.
- 34:56It's more like from a practical standpoint.
- 34:59That's how real engineering organizations are actually run.
- 35:02Yeah, makes sense. The other side of it is that
- 35:06helps us build a fantastic product like we have to eat our
- 35:08own dog food. It better be amazing.
- 35:11You, we have a much tighter feedback loop if we're there in
- 35:14the trenches helping making sure everything works.
- 35:17And it turns out, there's all sorts of, oh, you know, the
- 35:20mobile devices this way. But actually, the web is this
- 35:23other way, they're not compatible.
- 35:25But you know, like do you find out all of these weird things
- 35:28and you have to help them work through it.
- 35:29Whereas, if it's as medium priority task it will people.
- 35:33Oh, I don't know what to do. I'll just wait until someone
- 35:36tells me what to do and then it did right.
- 35:37Never gets ya can help. That for yeah, well that kind of
- 35:42rolls into the next question which is how I think.
- 35:46I read your hiring for a staff machine learning engineer.
- 35:50And I would imagine that is for this type of thing.
- 35:56I feel like if I understood correctly, you are allowing the
- 36:00company's the Enterprise companies to also bring their
- 36:03models and plug it in to promote it.
- 36:05Is that correct? Yes.
- 36:07From Big Tech perspective. That's how Moles are frequently
- 36:10built. As you frequently, we were
- 36:11talking about Signal Management. These are frequently out
- 36:14literally other models owned by other teams and there exists
- 36:18Technologies to aggregate them all together and have like a
- 36:21final model. That does the ranking.
- 36:23We're using that type of Technology.
- 36:24Yes, that's right. Yeah.
- 36:26So it's like the when you plug into Pinterest or whoever
- 36:33Pinterest can say, okay? Now we have these models from
- 36:37this side of the company. We want to start Running them on
- 36:40promoted that's what it is. No, they would sell us the model
- 36:44execution result. So you would send us the score
- 36:46for users or four items or computed on the insertion and
- 36:50send them to us on our metric system.
- 36:51We won't actually host a model and executed on our side.
- 36:55You just send us. Okay.
- 36:56Here's our here's our model outputs are so that interface
- 37:00you can okay and only like a binary, we would execute it and
- 37:06what you can do is if they have a Jupiter know Look, and they
- 37:10can execute it and then send us the evaluation results and load
- 37:13it to our item content management system API or user
- 37:18content management API or if this model is appropriately
- 37:21designed they can execute it in real time on a request with low
- 37:25enough Layton sees so like a relevance modeling, does this
- 37:28item match this match this query and they have some sort of score
- 37:32or frequently this will be in an existing search retrieval
- 37:36system. With a head like a search
- 37:37quality score. You can Send that to us and then
- 37:40we can model on top of it. And the way our system works is
- 37:44we're constantly re selecting features and modeling on top of
- 37:47all of the signals we have available and will tell you hey
- 37:50here's how important the signal you sent to us was in the final
- 37:53result and we can also like do a hold out if you want to to see
- 37:57here so much improved by including it or not, for
- 37:59example. Now we're getting to the end of
- 38:03time and I've got one last question for you which I think
- 38:05everyone is really interested in because you Change real-time and
- 38:11batch. And that is a Hot Topic that
- 38:13comes up quite a bit in the ml Ops community and I'm wondering
- 38:17in your eyes. What are the biggest gotchas
- 38:21when you're doing streaming and you're doing real time?
- 38:25Oh, a lack of commitment. And the second is having or
- 38:28streaming system so slow that it may as well be batch.
- 38:31The commitment part is, it's really difficult to build
- 38:34streaming. It's like you usually have a
- 38:36batch system first and it works pretty well and When you try
- 38:40doing the streaming system and not only, is it a huge load and
- 38:44all this infrastructure and now you have like ml Ops Team have
- 38:47to watch it or data Ops team has to watch it, but maybe you run
- 38:51an a/b test. And it wasn't that impactful or
- 38:54something like this. And this comes into the lack of
- 38:56commitment, which is, oh well, we'll try it, but you didn't
- 39:00design your product or your strategy around having real-time
- 39:03availability it was, hey, you have an existing product and
- 39:07system designed around. Ouch like this sort of hey it
- 39:11takes a while for signals to become available and then you
- 39:14sort of you just replace that directly with streaming and and
- 39:17then it's like oh well do an a/b test tube.
- 39:19Will be data-driven about this, this is not commitment.
- 39:22This requires no management really except for resource
- 39:25procurement and project management leadership is like
- 39:30Tick Tock. Like oh it is going to be
- 39:32reactive to what you were doing right now and this product
- 39:35wouldn't work at all. Fundamentally it would be a
- 39:37fundamentally different product like the difference between
- 39:40Facebook Newsfeed from 10 years ago and Tick-Tock today if
- 39:44reacting in real time to what you're doing or or like from an
- 39:48ad system it's hey we have we started with this really ad hoc
- 39:54you know bid your click and you get a report every day and now
- 39:57we're going to put under this real-time system and somehow
- 39:59that's going to make it better. Well, maybe a little bit but
- 40:02that's different from 0. We have this real time pacing
- 40:05system that is streaming results and it's it's going Dynamically
- 40:10adjust your internal systems to get an inefficiency like how
- 40:14Facebook is built their discount Pacer system, for example.
- 40:17So, the commitment piece is, did you design your company and
- 40:21product strategy around streaming?
- 40:23Or is it just like an upgrade of a subcomponent that you could
- 40:28take or leave, depending on an AP experimentation and the
- 40:33latter, there's nothing wrong with it.
- 40:35It's just don't expect to become Tick-Tock because you replaced a
- 40:39hive job with the Flink job and you know, some back-end system
- 40:42or letting it run so slowly may as well be bad.
- 40:45The second one is, it's not streaming if it's not real time,
- 40:47let's say you're joining events. Okay.
- 40:50How long are you waiting for your event three hours?
- 40:53If it was like some sort of user recommendation system is someone
- 40:56still on your side anymore after three hours?
- 40:58No it or like, hey, it's just takes a really long time for
- 41:03this to go through your whole big long pipeline to be able to
- 41:06get the response through whatever is applying that
- 41:08signal. To our to whatever is consuming
- 41:11that signal. Well you need to figure out what
- 41:13the latency these are for your product and you have to meet
- 41:18those Layton sees if you don't have any idea and it's just well
- 41:21let's just make it faster and hope it's better somehow.
- 41:24Then you're more of the former case but it's a tremendous
- 41:27investment in complexity and infrastructure costs and it
- 41:31might be a very modest Improvement of kpi metrics.
- 41:35If any versus hey I want a real time recommender system.
- 41:39Oh, that means it needs to react in like three seconds.
- 41:42Okay. Do you have the full signal
- 41:44pipe? All the way through the system
- 41:45to whatever is consuming and three seconds?
- 41:47If not. Then why are you doing screaming
- 41:49at all? Why don't you just do batch?
- 41:50It's obvious that you've seen some things.
- 41:52We're also hiring our biggest need, by the way.
- 41:55Yes, we have a job wreck for, for machine learning.
- 41:59We have three more around data infrastructure and streaming.
- 42:03So if you want to build real data streaming services that get
- 42:06used for real value, come work at promoted and we go Come work
- 42:10for us, the Flink Engineers. I want to bring this back home
- 42:13to guess we're coming at that at over time.
- 42:15But at the end of the day and this is what promoted is about.
- 42:18You have one Marketplace profits, you pull from your
- 42:22Marketplace, have to come from somewhere.
- 42:25Have to just there's one Marketplace you have one mobile
- 42:28screen. You need to optimize the entire
- 42:31Marketplace altogether. And the only way you can do that
- 42:34is be super honest about where your value is coming from so
- 42:38that you can train on. Models that can deliver that
- 42:41value. If you say, hey, maximize.
- 42:43This ridiculous nonsense story. I've created for pulling forward
- 42:46budgets. This quarter from my brand,
- 42:48advertisers, your models will happily go.
- 42:50Do that. And that's sort of tech debt is
- 42:52different than the sort of tech debt of what I think people
- 42:55frequently think of is hey where my signals and data
- 42:58infrastructure is more like an organizational, trust debt,
- 43:02those kind of compromises compounding over time.
- 43:05End up with a lousy system, it will still deliver search and
- 43:10feed results in ads and they will charge some amount of money
- 43:13and people will use it, but it just won't ever work really
- 43:16well. Andrew, we I don't even know
- 43:21what to say. I think this has been awesome.
- 43:25You blew my mind a little bit. It took me a minute to really
- 43:28wrap my head around. What exactly you were doing and
- 43:32why? And now that I see the
- 43:37motivation behind it, and what you are are dealing with and how
- 43:42you are impacting. It's enticing.
- 43:46Congratulations on on what you're building and I To see
- 43:52this popping up all over the place soon enough.
- 43:54If anybody out there is interested in doing stuff with
- 43:58streaming, hit up and Drew. I, uh, I'm guessing on LinkedIn
- 44:03is the best place to talk with you.
- 44:04Otherwise LinkedIn in the description below and yeah,
- 44:10yeah. Linked In A dataset promoted II.
- 44:14Well, thank you write on. There we go.
- 44:17Hi, this is Michael Eric. I'm the founder of pun intended,
- 44:20Innovation and confetti. I and this is a quick Public
- 44:23Service Announcement. If you're tired of having
- 44:26nightmares about the machine learning models, you have in
- 44:28production, then I encourage you to subscribe to the ml Ops
- 44:31Community podcast, it's where all the cool ml Ops kids hang
- 44:35out and learn how to tame their ml models.