
Ep. 71: AI, AI Owe: AI Ad Revenue, AI Capital Expenditures and Agentic Commerce Analysis; Changes at Dentsu, WPP and Omnicom; Analysis of Pinterest, Roku, AppLovin Earnings and More
Madison and Wall Podcast
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Earnings Highlights: Pinterest and Broad Trends
Brian and Luke examine earnings, highlighting Pinterest’s slowdown despite larger peers growing and selective ad growth.
Play episode from 09:33
Transcript


