AdTech/MarTech

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Midjourney Second Empire Home
Synthetic media, sometimes referred to as "deepfake" technology, is the use of AI and machine learning to generate realistic, digital media such as images, videos, and audio. This technology is already revolutionizing the creative process as both artists and artisans conscript AI-coworkers for production assistance. But in the coming months, we are likely to see this technology evolve into Generative Synthetic Media (GSM) which we will define (for this essay) as data-driven synthetic media (created in near real time and surfaced in place of traditional media). When fully achieved, GSM will revolutionize human communication. This is a bold claim, so it requires bold evidence. Let's review. Continue Reading →
Midjourney - boy looking towards the future
I have two slides at the end of most of my presentations. One is my investible theses for the upcoming year and the other is stuff that has my attention. As we head into 2023, I thought it might be fun to look at a deck from 2018 and see if I got any of it right five years ago. I'll let you be the judge. Continue Reading →
AR Sports
Let's imagine the fan experience of the future. If there were no technological or financial restrictions, how would you want to attend a sporting event or a concert? What will "attending" evolve to mean? Continue Reading →
At a dinner party the other night, a very accomplished business person told a story about how he and his wife were certain that their devices were listening to their conversations. “I was talking to my wife about a pair of designer shoes that she wanted to purchase, and not 10 minutes later while she was doing some online research for work, she saw an ad for that exact pair of shoes. She hadn’t searched for the shoes; the ad just appeared. Clearly, our computers or our phones are listening.” Some people nodded in agreement, and others began to chime in. Continue Reading →
Elon Musk
I've been joking that my blog has become the "Elon Channel," where it's "All Elon, All the Time." In case you missed it, the organization we knew as Twitter is gone. It took Elon less than a week to fire half the staff and demolish years of goodwill. All that remains is a tech stack and a skeleton crew. Oh, and the threat of thermonuclear name & shame. Continue Reading →

What Twitter Sells

Elon Musk
Elon Musk recently wrote, "Twitter obviously cannot become a free-for-all hellscape, where anything can be said with no consequences," he followed with, "Twitter aspires to be the most respected advertising platform in the world." Twitter cannot serve two masters. So, which will it be, "a free-for-all hellscape," or "the most respected advertising platform in the world." Continue Reading →

Free Is Very Pro-Consumer

FAST
There's a relatively new acronym in the media business: FAST. It stands for Free Advertiser-supported Streaming Television. For all practical purposes, FAST is good, old-fashioned broadcast television delivered over the public internet (as opposed to via an antenna or cable or satellite). In the not-so-distant past, this kind of delivery was called "over the top" or OTT, but the defining differences are that FAST is free (except for the cost of your internet access), and the programs are scheduled at specific times, exactly the same way linear, broadcast TV channels are scheduled. Does it matter how the signal is delivered to consumers? Think about this... Continue Reading →
Elon Musk
Elon Musk and Twitter are probably going to court over whether he should be forced to buy the social media company for $44 billion. He's trying to back out of the deal because he thinks Twitter is lying about the number of bots and fake accounts on the platform. But it's not just about the bots. Twitter has not had a substantial increase in users since 2016 – which makes you wonder why Elon ever considered buying the platform. But the story gets worse, because Twitter's woes are not even a little bit new. Continue Reading →
SportsInnovation 2022
This past week, DFL (Deutsche Fußball Liga) invited me to keynote at SportsInnovation 2022. With the football (soccer) pitch at Düsseldorf’s Merkur Spiel-Arena as the backdrop, rival teams played live games as various technologies were demonstrated in real time. Here’s a look at some of my favorite tech from the event. Continue Reading →
Netflix
Netflix says that roughly 100 million households use a shared password. For years it encouraged the practice because the network effect (more people watching Netflix) had a positive impact on subscriber acquisition. That was then. Now, Netflix is facing headwinds. It is losing subscribers and share prices are heading in the wrong direction. So, among other things, Netflix is going to try to increase revenue by cracking down on password sharing. Will it work? And, how will it work? Let’s explore. Continue Reading →

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