This week’s edition looks at the capital markets’ response as investors grow nervous about the colossal sums of money being poured into AI. Ian discusses the impact AI is likely to have on gaming, software, and agency businesses, arguing that these investments will only pay off if they fundamentally change how these sectors operate. We also explore the potential return of advertisers to TV, following positive financial signals from NBCUniversal around the Super Bowl and from Fox in the US. Finally, we wrap up by discussing Justin Sampson’s article on the importance of independent oversight, in response to Google suing Kantar last week.
.png)
.png)
.png)
.png)
.png)