Nobody made much money selling "the internet." The biggest network companies, WorldCom and Global Crossing, built the plumbing and assumed they'd extract a toll from everyone building on top of…
Today marks our 500th episode. But all 500 episodes share one single thesis: the demand you own is more valuable than the demand you rent. That’s what “Gatekeepers gonna gate”…
Last week, Big Tech reported its Q1 2026 earnings. Google achieved an all-time high for search queries and grew their revenue 22%. Amazon announced “Sponsored Prompts,” paid placements built directly…
Mary Meeker’s latest report is out and it’s all about artificial intelligence. It’s a brilliant report. But it’s missing why all of these changes matter for marketers and e-commerce/customer acquisition…
It’s time for Big Tech’s earnings once again. And, this time around there were some notable updates, particularly from Meta Platforms (i.e., Facebook) and Microsoft that hint at the future…
