I'm probably biased because Tipjoy isn't affected in the least by a drop in spending in Ads. We're probably boosted, all things being equal. Consumer frugality would certainly affect us though.

Your business model shouldn't change on the margins. A slow or fast season in Ads won't make a typical business die or become viable.

Otherwise you would be, by definition, a marginal business, and that's not a good place to be (again by definition, the first one to die when things go bad).