Navigating Advertising Challenges and Financial Setbacks

This chapter explores the difficulties faced by advertising-dependent businesses like Roku and Peloton, emphasizing the impact of declining ad categories and disappointing financial results. It also discusses Fastly's stock performance and strategic shifts under new leadership, highlighting the importance of capital allocation in a competitive landscape.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app