Prof G Markets Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
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Nov 4, 2024 The discussion kicks off with an analysis of U.S. GDP growth and notable earnings from tech giants. Humor blends with insights as they explore how companies are using capital strategically in a shifting media landscape. Eli Lilly’s market challenges and the rise of AI in diverse sectors are examined. The hosts dive into Meta's impressive revenue growth while addressing the decline of traditional media ad spending. Predictions about the upcoming Presidential election add a layer of intrigue, making for a thought-provoking episode.
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US Economy Strength
- US GDP growth is impressive, doubling every 25-27 years.
- Inflation is down to 2.1%, making a strong case for Kamala Harris as the 'economy vote'.
Reddit Investment
- Scott Galloway bought $3 million of Reddit stock, but regrets not buying more.
- He believes it still has room to run, citing 68% year-on-year revenue growth.
Content Strategy and AI
- Content creators should leverage AI for translation to expand their global reach, like Reddit.
- Google's algorithm change now favors authentic user-generated content, benefiting platforms like Reddit.