SOS. Weekly Report

About a third of cable's customers are extremely happy with them, and they're also signing up with mobile. A third of them really don't like them, and they're going over to fiber and to FWA.

The dirty secret is that search steals a lot of credit from TV, and we see that in the data. Once people understand the analytics around that, they’ll heavy-up on TV as the most performant medium.

We're at a time where there's a perfect storm of pressure on media companies. They have to rethink not just the late-night comedians, but the whole delivery system of content to their consumers.

CTV works when it's easy to buy and easy to measure. If the industry doesn't anchor AI and creative testing in real transparency, we risk repeating the worst habits of early programmatic.

You have the perfect storm to transform your TV into a storefront. The broadband pipes are laid, you have the devices, and you have ATSC 3.0 chips embedded into the TV sets. Now, you can allow for a similar functionality and interactivity across any device or form factor.

In the investment world, you diversify because you want to spread out and lower your risk. When you create your own show and have multiple distribution lanes, if one of those lanes gets clogged, your audience can still access you. That keeps you alive. You’ve got to have multiple distribution platforms.

Amazon's strategy is to get a cut of every possible outlet. On the commerce side, they've leaned into the supply chain so that from factory to door, they get a piece of it. The same is now true for advertising. Even if an ad sends traffic to a competitor's site, they'll take a small cut, because it's a transaction they wouldn't have had a piece of otherwise.