Episode Appearances
Motley Fool Money · Apr 24, 2026
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype
“Recent massive share purchase signals confidence; advocates for open internet vs. walled gardens in connected TV”
Apple CEO Transition and Leadership PhilosophyIntel's AI-Driven CPU Shortage and Foundry Business GrowthSaaS Valuation Disconnect and Market Panic Selling
View AnalysisMarketecture: Get Smart. Fast. · Apr 24, 2026
Episode 170: The Streaming Measurement Mess. Jonathan Carson Helps Us Make Sense of the Chaos.
“Published blog post announcing Koa Agents platform and criticizing competitors exploiting inefficiencies”
Streaming Measurement Standards and FrameworksNielsen's Product Roadmap and Market CriticismAlternative Currency Initiatives and Industry Bodies (JIC, ARF, SIM)
View AnalysisMotley Fool Money · Feb 27, 2026
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner
“CEO of The Trade Desk; acknowledged KOKAI platform complexity issues on earnings call”
Streaming Industry M&A and ConsolidationNVIDIA GPU Market Dominance and CompetitionAI Infrastructure Capital Expenditure Trends
View Analysis