This week, Kate Scott-Dawkins, Nidhi Shah, and Jeff Foster discuss Netflix’s 17% growth and plans to expand its ad business, Spanish-language broadcasters facing declines, political ad trends, luxury sector resilience, and a flood of AI news — from OpenAI’s browser to Samsung’s AI TVs — plus Google’s cancer research breakthrough.

Chapters

00:00-Introduction
01:18-Netflix Q3 earnings and Brazilian tax impact
09:25-Legacy broadcasters and Spanish-language media declines
13:48-Political advertising trends and brand implications
17:42-Luxury sector resilience and market recovery
19:06-AI announcements from OpenAI, Samsung, and Google
28:23-Next week’s preview and closing remarks

Links:

This Year Next Year MidYear Forecast 2025: https://www.wppmedia.com/news/tyny-midyear-2025

How Google's Gemma model helped discover a new potential cancer therapy pathway: https://blog.google/technology/ai/google-gemma-ai-cancer-therapy-discovery/
How Humans Decide research: https://www.wppmedia.com/news/how-humans-decide

Netflix’s $11B+ Q3, Spanish TV struggles, & OpenAI’s bold browser move