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Happy Monday to all.

Big media news for a Sunday

Bob Bakish is leaving Paramount

Variety

Madison Avenue and Wall Street are receiving similar signals from Silicon Valley this earnings season: Generative AI will be worth the investment. It just might take a while.

My recap with how social platforms, search giants & agency holding companies are talking about AI & ads:

Mary Meeker defined the standard for internet trend reports. I believe her last one was published in 2019.

Who else is creating leading digital trend reports?

Microsoft’s revenue rose 17% to $61.9 billion in the three months ending in March

AI is still fueling big tech’s growth

Is it trickling down to small or mid-sized companies?

Who has experimented with Anthropic’s Claude?

Pros and cons?

#AI

Notable re: mixed reality 👇🏼

Social media companies have a major challenge - they want accuracy but they want revenue.

There is friction here.

Many social platforms will do what they can to build engagement.

This is a particular issue in the era of AI where misinformation and deep fakes are rampant.

Should chips be traceable?

We could know if any chips are “loose” around the world.

#AI
#TIME100

“The White House is most aware of the risks of AI” - Yoshua Bengio

Important conversation on open vs closed models of #AI at Time 100 Summit

Stephanie Ruhle leading a conversation with Eric Schmidt & MilaQuebec’s Yoshua Bengio

Oracle’s announcement that it will move its HQ from Austin to Nashville is significant

I was proud to serve on the #Webbys jury this year for the 28th Annual Webby Awards.

Congrats to all of the Winners revealed today ➡️ webbyawards.com/winners

The 28th Annual Webby Awards will be hosted by Amber Ruffin in NYC on Monday, May 13th.

You’ll be able to watch…

Very smart move to bring X to television

Impressive

As predicted, Meta starts opening their VR/AR OS to other hardware companies.

meta.com/blog/quest/met…

Chag Sameach to everyone celebrating Passover in Israel, in America and around the world