The Real Eisman Playbook The Next Revolution: AI, Advertising, and the Collapse of Old Media
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Oct 20, 2025 
Craig Moffett, a telecom specialist from MoffettNathanson, and Michael Nathanson, an expert in media and advertising, dive deep into the collapse of cable stocks and the challenges facing traditional advertising agencies. They discuss Apple's AI shortcomings and the surge in youth unemployment due to AI disruptions. The conversation highlights the need for streaming consolidation and analyzes the shocking leadership shakeup at Verizon. With insights into the future of advertising and the implications of AI, this discussion is both timely and thought-provoking.
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Antitrust Ruling Upended Search Economics
- Judge found Google's payments to Apple illegal but then declined a remedy, reshaping expectations for Apple and Google.
- That outcome removed a major overhang and improved Alphabet's investment case immediately.
Cloud AI Threatens iPhone Upgrade Cycle
- Apple risks losing a hardware-driven upgrade cycle if AI functionality moves to the cloud.
- Cloud AI reduces the need to replace phones, weakening a key driver of Apple's growth thesis.
Assistive AR Changed A Family Member's Life
- Craig described his father-in-law using Metaglass to regain daily independence.
- The device let him identify objects and navigate, making the technology profoundly life-changing.