Next TMT Talks: The Intersection of Technology, Media and Telecom
Meta Dethrones Google, Nielsen Holds On & the Musk vs. OpenAI Saga Heats Up
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Here are polished show notes ready to paste into Beehiiv: Next TMT Talks | Episode Show Notes Meta Dethrones Google, Nielsen Holds On & the Musk vs. OpenAI Saga Heats Up David Bloom and Daniel Frankel are back with another packed Sunday conversation covering the biggest stories in technology, media, and telecom. ๐บ Nielsen & TV Measurement The so-called "TV measurement revolt" heading into upfront season turns out to be more noise than reality. Nielsen's controversial shift from analog panels to big data โ smart TV and set-top-box driven measurement โ caused audience numbers to swing dramatically for some networks, triggering a backlash. But with Paramount, Warner Bros. Discovery, and major agencies all re-upping with Nielsen, the legacy measurement giant remains the de facto standard. For now. ๐ฐ Meta Overtakes Google in Ad Revenue For the first time ever, Meta's ad revenue surpassed Google's โ $244 billion to $240 billion. David and Daniel dig into what's driving Meta's dominance: hyper-targeted AI-powered advertising across 3.5 billion users on Facebook, Instagram Reels, and WhatsApp. Meanwhile, Google's advantage lies in its enterprise and full-funnel business reach beyond pure consumer advertising. Also on the radar: Amazon's rapidly growing ad business, the struggles of open programmatic platforms like The Trade Desk, and why walled gardens keep getting bigger. ๐ก FAST TV & Connected TV Trends New survey data from Hub Entertainment Research shows 46% of viewers now consider FAST (Free Ad-Supported TV) a must-have, with 60% watching it in addition to their paid streaming services. David and Daniel explore how FAST channels have become the modern equivalent of comfort-food TV โ background viewing that fills a very different need than prestige streaming. ๐ฌ Immersive Entertainment: Harry Potter at Cosm David shares his brush with the premiere of Harry Potter and the Sorcerer's Stone as a shared immersive experience at Cosm โ the 87-foot dome venue he calls "the world's greatest sports bar." With the Sphere's Wizard of Oz already surpassing $250 million at the box office for a 90-year-old film, immersive cinema is emerging as a genuine new category that gets people off the couch. ๐ฅ The Streaming Wars & Christopher Nolan A detour into the pandemic-era decision by Warner Bros. to release its entire 2021 slate simultaneously in theaters and on HBO Max โ and the unintended consequence: Christopher Nolan walked to Universal, made Oppenheimer, won seven Oscars, and now has The Odyssey arriving in two months. ๐ NFL Rights & the Comcast Standoff Comcast blacked out NFL Network and Red Zone as leverage in rights negotiations โ a signal of just how complicated the NFL's upcoming media rights reset is becoming. With deals being negotiated now for a 2033 landscape, nobody quite knows what distribution will even look like by then. ๐ Nike's World Cup Campaign With the FIFA World Cup arriving June 11th, Nike dropped a cinematic five-minute ad featuring Timothรฉe Chalamet, Bad Bunny, Lionel Messi, Trinity Rodman, Lamine Yamal, and a de-aged David Beckham. David's marketing industry contacts called it exactly the kind of cultural moment Nike is known for โ and the kind Adidas has been trying to match. โ๏ธ Musk vs. OpenAI The trial continues to unfold. A personal diary kept by OpenAI co-founder Greg Brockman was entered into discovery โ and reportedly contains entries that support Musk's legal premise that converting OpenAI from nonprofit to for-profit amounted to misappropriating donor funds. David's takeaway: don't write anything in a diary you wouldn't want read aloud in court. ๐ Links & Resources * Subscribe to the Next TMT newsletter: nexttmt.com [https://nexttmt.com] * Listen on Spotify, Apple Podcasts, and YouTube Like, share, subscribe, and let us know what you think.
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