Category: Uncategorized
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OpenAI’s Sora: 500K Ad and M&E Jobs At Risk From Generative AI Video?
Most posts on @OpenAI‘s new text-to-video #generativeAI tool Sora today are technology punch-drunk. This post is on the impact it and similar products will have on the @advertising and media & entertainment industries. The disruption will be earthshaking. Almost 500,000 jobs may be at risk. The @GenAI production of both commercials and M&E content will…
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A Word To the Wise About Nvidia
Today, Nvidia overtook Alphabet in terms of market capitalization, making it the third biggest U.S. company behind Microsoft and Apple. There has been a lot of talk recently about the stratospheric rise of Nvidia’s sales and stock price. Also, how the company has a lot of room to grow given they are the most important…
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The Top 6 Ad And Marketing Take-Aways From CES 2024
Google Privacy Sandbox: Signal Loss And Trepidation Nearly every conversation about advertising, marketing and media and entertainment at CES took place under the dread cloud of Google deprecating the use of third-party cookies in its Chrome browser for digital advertising. The company’s “Privacy Sandbox” introduced privacy-focused targeting solutions without relying on third-party cookies. The company…
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Google Begins 3rd-Party Cookie Deprecation – Fallout And Mitigation
After numerous delays, Google is getting serious about deprecating third-party cookies in its Chrome browser. Beginning in January 2024, the company will test its alternative privacy sandbox solution on 1% of all Chrome browsers, affecting about 30 million users worldwide. The plan is to extend that share to all browsers by the end of 2024.…
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Top Impressions from Julia Boorstin’s full interview with @X’s CEO Linda Yaccarino
Here are the top Impressions from Julia Boorstin’s full interview with @X’s CEO Linda Yaccarino at the #Code2023 conference. Linda was visibly angry, perhaps because the conference had added an interview with Joel Roth, Twitter’s former head of the trust and safety team, right before her own interview without notice, who in his interview criticized…
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The Top 6 Advertising News From The 2023 Cannes International Festival of Creativity
After a 2-year hiatus due to the Covid pandemic, the ad industry’s 5-star luxury version of Burning Man, the Cannes International Festival of Creativity, finally brought ad industry folk together in person again. We can’t give you the yachts, or the fancy cocktails, or the beautiful people – but we can give you the top…
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The Top 5 Take-Aways From Nvidia’s Second Calendar Quarter Earnings
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The Top 5 Take-Aways From Disney’s Second Calendar Quarter Earnings
1. An OK second quarter. @Disney’s second calendar quarter (their third fiscal quarter) mixed progress with stubborn challenges. Revenue was up 4% quarter-on-quarter, not great, but OK, given the overall economic environment and the fact that Disney is in the midst of some serious restructuring. 2. Parks stronger than M&E. Disney has two major lines…
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The Top 7 Take-Aways From Amazon’s Second Quarter Earnings
1. @Amazon had a good second quarter. Total revenue grew by 11% year on year – a welcome mild uptick after seven quarters of a post-COVID funk with growth rates mostly between 7% and 9%. For a company the size of Amazon, it’s devilishly hard to keep growth rates up. If it was supposed to…
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The Top 5 Take-Aways From Apple’s 2nd Calendar Quarter Earnings
1. @Apple did not have a great quarter. For the third quarter in a row, sales declined year on year, this quarter, by 1%. At least the declines are getting smaller: in the first calendar quarter, the decline was 3%, and in the fourth calendar quarter of last year, it was 5%. So perhaps this…