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IAB South Africa's head on AI in media: "stuff written by AI, read by AI"
7 arguments: why online ad money leaves South Africa untaxed, why publishers must bargain with AI firms as one group, and why hyperlocal outlets still…
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Investor's Podcast analysts: Meta's North American ad prices rose 20%, impressions 9%
16 insights: why Meta's $18B teen-safety settlement may cost it $12B, $700B of commitments kept off its balance sheet, and a model that puts fair value…
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Amazon blocks Muse, Meta up 27%, ByteDance stops open-sourcing — TBPN
10 takeaways: why China's best video model is the one it will not release, the $76B ad business behind Amazon's block, and the agent that misspelled a…
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$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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Goldman Sachs M&A co-head: this is the biggest M&A year in the history of the world
16 insights: why he says 2% of companies report AI in their earnings, who actually pays for the 2028 Los Angeles Games, and why he says there is no M…
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Getting attention is easy now, getting people to stick is the hard part — a16z partner
18 insights: Why he hasn't Googled in ages, the one question he asks anyone who adopts a new app, and why Siri only gets so many chances to try one more…
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China makes 70% of the world's EVs, so nobody can compete — Fidelity China manager
14 calls: Why he finally bought BYD, the first year Chinese companies stopped issuing shares, and the sector he says trades at mid-single-digit earnings
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Tyler Gardner: his clients didn't want to be educated, so he taught 6M strangers
12 takeaways: A wrong Roth IRA explainer with 2M views, why every short video is only top of funnel, and the cringe phase where most would-be creators…
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JB McCuskey: Meta's $17B settlement deputized the AGs to go after YouTube and TikTok
5 takeaways: Why the court-ordered product changes matter more than the money, what he says Apple's cloud allows, and why the attorneys general act…
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Olivia Carville: TikTok held a safeguard back from 15M users to measure engagement
13 takeaways: Why only $12B of Meta's settlement is unconditional, the two lines from a sealed TikTok document, and the safeguards she says under 1% of…
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Ben Moore: the only real fix for social media addiction is a feed that ends
6 takeaways: Why he calls Meta's agreed remedies product specs it could have shipped years ago, what removing the algorithm would cost, and how BeReal…
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Meta settles with 48 states, Tim Cook's last day, and OpenAI's first chip beats Blackwell | TBPN
John Coogan and Jordi Hays on why the tobacco comparison flatters Meta, what Apple loses with Cook, the Chinese robots outrunning America, and the…
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