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Relationships Over Ads

Matt closes the week with two companies that quietly prove his thesis. First, a feel-good one from the Wall Street Journal: The Gund Company, a 75-year-old family-owned specialty manufacturer in St. Louis, has never conducted a single layoff, while averaging 18% annual growth for a decade, with abo…
Matt threads three stories into a single through-line. First, the scale shift: YouTube captured a record 15.8% of all US TV viewing in August (Nielsen, via Axios), more than Disney’s 9.3% and Netflix’s 7.7% combined-distributor shares. Studios are chasing it, Netflix is building a science series wi…

Story Before Platform

Matt threads two stories that look unrelated and aren’t. First, AI is changing how people find you. The Daily Mail is running experiments across the US, UK, and Australia to see whether publishers can help brands show up more often in AI answers, and building a commercial “generative engine optimiz…
Matt closes the week on a Business Insider piece with a counterintuitive lesson. Research from Morning Consult (run for Business Insider) and Edelman shows a big generational split on influencers: only about 31% of boomers trust influencer recommendations, versus roughly 62% of Gen Z and 64% of mil…
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