Yesterday

Is the Data Center Investing Trend in Trouble?

Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today’s show, Jon, Matt, and Lou break down what’s going right for the company in contrast to past years. They also point out some concerns to monitor for Snowflak ... Show More

25 m

Sep 2

Tesla Robotaxi Day & the Competition’s Response

Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced. We discuss the implications for Tesla and why the competition may not be worrie ... Show More

18m 17s

Sep 1

Big Tech Gets the Regulatory Shakedown

Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We end by laying out what John Ter ... Show More

19m 41s

Sep 2024

TikTok on the Clock the $earch Party Don’t Stop | Search Campaigns Are Coming to TikTok

TikTok Search Ads Campaigns, Video Enhancements for PMAX, & More | Marketing O’Clock Episode 350 This week on Marketing O’Clock, Google’s dominance over search ads could be TikToking away, Meta is rUIning their ad platform one senseless change at a time, and advertisers “ ... Show More

48m 41s

Mar 2023

Prof G Markets: Why TikTok Will Be Spun, Credit Suisse, the Big Bitcoin Bet, and Blank Street Coffee

This week on Prof G Markets, Scott explains why he thinks TikTok is headed for a spin-out rather than a ban. He then breaks down Credit Suisse’s spectacular fall from grace and shares his thoughts on the million dollar bet on bitcoin and hyper inflation. We close out with a look ... Show More

46m 36s

Nov 2024

Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube

Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ... Show More

52m 16s

Jan 2025

$TRUMP, What’s Next For TikTok, and The State of the Streaming Wars — ft. Rich Greenfield

Scott and Ed open the show by discussing how the markets reacted to the inauguration, Trump and Melania’s new meme coins, and a record-breaking year for investment in global ETFs. Then Rich Greenfield, Partner and Media & Technology Analyst at LightShed Partners, joins the show t ... Show More

55m 9s

Mar 2023

TikTok Prepares to Take On Google

TikTok is getting ready to compete head-on with Google. Where the ad dollars will go if TikTok gets banned. Microsoft rolls out some nice updates to its ads platform. And Elon Musk's plan to rid Twitter of bots appears to be backfiring. <stron ... Show More

9m 36s

Mar 2023

"It's Not You, It's Ad Tech." 💔

TikTok wants to cut out the middleman. Meta's job cuts will take out a quarter of the company. The one change to your next campaign that could boost site visits by 20%. Why Netflix might be planning to bail out on its ad partner. 🔘 < ... Show More

7m 46s

Jan 2022

(1)

Did Facebook and Google collude to kill a competing ad platform? Strange numbers are appearing in Shopify stores. What happens when you remove Accelerated Mobile Pages from your web site. A case study on one of TikTok's most successful advertisers. < ... Show More

10m 51s

May 2023

Prof G Markets: (HBO) Max, Chipotle & Cava’s IPO, Private Equity’s Public Sales, and the TikTok Ban

This week on Prof G Markets, Scott shares his thoughts on what he thinks is the worst ever rebrand: HBO’s shift to Max. He then takes a look at fast casual restaurant Cava’s IPO filing and examines why its competitor Chipotle is one of the best performing stocks this year. Scott ... Show More

45m 18s

Nov 2023

Taking Stock of TikTok Shop

Many of you may have noticed an influx of ads on TikTok. Bridget Todd joins us to breakdown why that is, why it feels different than other platforms and why it matters.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

47m 30s

Apr 2024

Here is How TikTok Will Die ☠︎

Ban or no ban, were TikTok's days as the marketers' darling numbered anyway? The world's largest ad agency may be considering breaking up. And getting your AI to explain its recommendations to consumers might boost your sales. � ... Show More

14m 19s

Is TikTok Too Big To Ban?