I’m convinced the NYPD breaks up protests at night so they can get overtime pay

Seems like quite a coup for TTD, and maybe also a reaction to Walmart-Vizio:

Tim Cook has a whole team dedicated to creating new image formats that I have to resave as jpegs to be useful in any way

This week's interview is with Innovid, getting an update on Harmony and TVSquared.

Ari's newsletter covers cookie delays and the decline of Google's Network business:

news.marketecture.tv/p/google-delay…

I’ve been tweeting for over fifteen years and this is the one that goes mega viral.

I love the Kumon logo because it makes it so clear that the child is not happy to be there.

Packets are a conspiracy of dentists and dry cleaners — I despise them
I’m a lover … but I hate packets. No, not Internet packets that make TCP/IP go … I like those. I despise the packets that hold condiments. We should outlaw them immediately and jail the inventor.

Let’s

Tl;dr: Sandbox has major structural problems that aren’t close to being resolved.

I learned a lot from this episode.

Someone else should crunch the numbers, but Google Network business down YoY while $TTD, $MGNI and $PUBM thrive.

I’ve never been more wrong more consistently than in my predictions for $GOOG stock prices

When India banned TikTok virtually all the downloads went to Instagram: semafor.com/newsletter/04/…

Biggest ad news of the year

The cookie depreciation will continue until morale improves

Passover hack: Instead of a big multi-course meal just make a shit-ton of matzoh ball soup and everyone will be happy.

3/ And the ad-supported tier has demonstrably eroded ARPU. In UCAN, Netflix's largest region by revenue, ARPU declined with the introduction of the ad-supported tier and only eclipsed the pre-advertising baseline after the Basic tier was eliminated and with a price increase.

NGL, pretty happy with my lede on this one.

Episode 68: 'Feed DSPs what they eat' with Chris Kane. Plus 'person on the street' from Possible.

Spotify: open.spotify.com/episode/4xaA18…
Apple: podcasts.apple.com/us/podcast/epi…

I’m calling end-of-life on the “Rat Pack” (Sinatra, etc).

They meant something to my dad and I know who they are, but my kids would find them highly problematic. Can we retire this trope soon?