2 predictions · 1–1 · 50% accuracy
“I do think you're going to see media companies that have a lot of rich data to be crawled are gonna kind of feel feel their mojo and and get serious and maybe be able to say... Have confidence to say, no. I'll see what Meta says or I'll see what what Anthropic says.”
Media · Judgment call · by May 24, 2025 (inferred)
“But I think you're gonna see a mini boom in some smaller media companies such as Gannett or Yahoo or or scale companies when the marketplace recognizes they're in now in a position to command a new source of revenue that's very, very high margin. I think there's an investment opportunity here.”
Markets · Judgment call · by May 24, 2025 (inferred)
