I love headlines like this

Netflix’s Threat Isn’t in Hollywood. It’s YouTube

Because they’re a great reminder that your biggest competitor probably isn’t what you’d consider a direct competitor.

YouTube is actually larger than Netflix right now. And growing! And it made more money than Netflix last quarter! It’s an ad-supported service… but has more than 100 million subscribers.

You don’t compete with substitutes, you compete with everything those dollars could be spent on.

Also, YouTube is underrated by many marketing plans. (Probably because it’s not easy or quick.)


Sounds like the digital ad market is doing just fine

Meta’s fourth-quarter ad sales jumped 24% from a year earlier to $38.7 billion, while Amazon’s booming ad unit rose 27% to $14.7 billion. Meanwhile Alphabet, still the market leader, saw its Google ad business rise 11% to $65.5 billion, boosted by 16% growth at YouTube.

via CNBC


Come together, right now
On my TV

ESPN, Fox and Warner Bros. Discovery team up to launch sports super-streamer

Consolidation—aka The Great Rebundling—is happening.

The service, which each company will own one-third of, will offer consumers access to a host of sporting events, including NFL, NBA, MLB, NHL, and FIFA World Cup games. It will also feature NASCAR races, UFC matches, and PGA TOUR Golf tournaments.

Live sports may be some streamers savior, but fans are sick of splintering. I wonder if the new service can sign deals. Like, say, for the new, upcoming NBA TV rights.


Finished reading: Prayers to the Nature Spirits by Julia Cameron 📚

God of Coyote, God of Fox,
Teach me with your wily walks.
Make me clever, make me shrewd.
Help me spot my greater good.


Apple is asking its developers and partners to describe its forthcoming Vision Pro headset as a “spatial computing” device

Currently, VR seems more like a video game console competitor and AR a platform play by social media giants.

“Spatial computing” is clear category creation in action and positions it more as a productivity device. Putting it in competition with your next ultrabook, 4K monitor, and home theater.

via Fast Company


Finished reading: Demon Wars by Peach Momoko 📚


Basically a low key year ahead

Chief marketing officers (CMOs) enter 2024 with an imperative to drive efficient growth in a volatile environment. Customer demand and buying behaviors continue to fluctuate unpredictably amid pandemic waves, supply chain disruption, inflationary price increases and geopolitical instability.

via onescreen.ai


Finished reading: Hojoki by Kamo no Chomei 📚


Hey, it’s me, your friendly neighborhood podcast stan…

research has shown that audio ads outperform video ads in grabbing attention and generating brand recall.

Fully unqualified armchair neuroscientist pontification: you can close your eyes to tune out those sensory inputs, our ears don’t have an off switch. We’re new, modern folk but our hardware is old, an important sensory input for survival probably hits the brain different. See: music.

via ExchangeWire


So what about those cookie crumbs?

Uncookied Chrome users appear to be monetizing about 30% worse than those [users] with cookies

users of Apple’s Safari browser monetize about 60% worse than cookied Chrome users

The winners of the cookiepocalypse will be (usable) first-party data and AI-powered contextual targeting tools.

And actual customer relationships and email and all the really valuable stuff.