An SVB (phew!) update + Benedict Evans on the future of (almost) everything
Channels with Peter Kafka
Is the Ad Slowdown a Good Thing?
The ad holding companies, the IPGs and how many comms of the world are still doing very well. It does seem in general to be quite a mixed picture there. The old value chain breaks apart whether you're Procter & Gamble or media company. And no one quite knows where all the new cards are going to settle and what the new configurations are.
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