Madison and Wall Podcast Ep. 62: AI Content Licensing, Retail Media, Global TV Trends + The Broadening of Market Definitions
Nov 21, 2025
Dive into the latest trends in AI content licensing, where publishers are encouraged to partner early for better returns. Explore the surprising consistency of weak TV revenue trends in Europe and the implications of Meta's recent antitrust victory. Unpack the dynamic growth of retail media, driven by major players like Walmart and Target, and how AI could reshape the landscape. Plus, insights on the evolving economic signals and holiday preparations add a personal touch.
AI Snips
Chapters
Transcript
Episode notes
Seeing 'Eno' Sparked Generative Thoughts
- Brian saw the generative movie 'Eno' and strongly recommends it for its fresh approach to narrative.
- The film's varying versions provoke reflection on generative creativity and advertising implications.
License Content Early For Cash
- License your content to AI platforms early to capture the best deals and immediate revenue.
- Accept that early mid-eight-figure deals are likely better than holding out for uncertain future value.
AI's Economic Transformation Is Uneven
- AI can transform the economy but still produce poor business economics for some incumbents.
- Executives may not live long enough in their roles to realize AI's full benefits.