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Edition #472
I’ve heard my first Christmas tune, the business of attention and something new.
Adelaide hosted The Business of Attention earlier this week, with a full field of speakers sharing their learnings throughout the day. A good dipstick of what it takes to bring a whole industry into a new world of metrics. Jonah Goodhart opened with a compelling talk on attention. But thanks to the March, Zach & the team over there.
Also, I am testing a new newsletter format, a simple, if you’d like to preview it, send me a note and I’ll forward you a couple. I’d love the feedback. The idea is a shorter note, that just covers one trend a week, throughout the year.
For Perplexity users you may see ads begin to appear, I’ve yet to see them, but keen to see how they go. I wrote on LLM Ads a few weeks back ICMYI.
As we all race towards the end of the year, I’ve heard more than one christmas tune already but no Mariah as yet, and also have started to have meetings pushed to 25! Wish you smooth sailing through the busy period.
Notable stories this week
- Adam Mosseri says Instagram does not ‘downlink’ sponsored content.
- Google Discover is a major part of Newsweeks web traffic.
- Spotify will start paying creators for popular videos. And removing ad breaks from video podcasts.
- Meta announces ads for Threads.
- Nicholas Carlson is back with a new company called Dynamo.
- Perplexity will officially introduce ads this week.
- Spotify projects first full year of profitability ever.
- Evertune, a GenAI analytics startup by TTD vets.
- As programmatic rises on Roblox, in-game studios are feeling the competition.
- Jasper adds new control and marketing knowledge tools for AI-generated content.
- Media buyers say programmatic spend on Spotify is increasing as platform builds its own SSP.
- Netflix programmatic deals now available in DV360.
- Meta cuts EU ad-free subscription price by 40% for Facebook and Instagram.
- Google is getting ready to unveil h
- AppLovin stands out in the latest round of quarterly earnings calls.
- Europe’s DMA forces Meta toward ‘less personalized ads’.
- Buzzfeed is profitable.
- Meet the metrics.
- How to make money with fake browsers.
- The new search wars.
- Two upstart Search Engines are teaming up to take on Google.
- Netflix NFL Christmas Doubleheader will be tracked by Nielsen.
- [Long read] With AI, the future of augmented reality is in your ears. .
Deals/M&A
- Generative AI startup Writer raises $200m at a $1.9b valuation.
- The Onion acquires Alex Jones Infowars.
- Substack raises new funding.
- Viant technology announces acquisition of Iris.tv.
- MediaSense buys R3 to strengthen its Asian and North American presence.
Campaign of the week
View all 2024 best campaigns.
Smartest commentary
- “Augmented reality doesn’t have to be just through glasses; it can be in the ear.” –Dennis Crowley.
Datapoints of note
- Disney ended the quarter with 174m Disney+ Core and Hulu subscriptions.
- Of the 4.2 million podcasts, the top 25 account for half the listening.
- Spotify monthly active users grew 11% Y/Y to 640m. And subscribers grew to 252m.
- Netflix ad-supported tier has reached 70m users worldwide.
Events
- Watch this space!
View all 2024 datapoints of note.
That’s it for this week.
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