Discussed On
Episodes
Cheeky Pint · Feb 12, 2026
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
AI Advertising Models and User PrivacyAggregation Theory Applied to AITSMC Semiconductor Capacity ConstraintsSaaS Business Model CompressionPremium Newsletter and Direct-to-Consumer Media
View AnalysisPivot · Feb 6, 2026
AI Faceoffs at the Super Bowl, Bob Iger's Heir Apparent, and WaPo's Brutal Cuts
Super Bowl advertising effectiveness and viral marketingGoogle's AI strategy and search dominanceDisney CEO succession and corporate governanceMedia industry layoffs and economic sustainabilityJournalism business model transformation
View Analysis