The Real Eisman Playbook The Next Revolution: AI, Advertising, and the Collapse of Old Media
52 snips
Oct 20, 2025 
Craig Moffett, a telecom specialist from MoffettNathanson, and Michael Nathanson, an expert in media and advertising, dive deep into the collapse of cable stocks and the challenges facing traditional advertising agencies. They discuss Apple's AI shortcomings and the surge in youth unemployment due to AI disruptions. The conversation highlights the need for streaming consolidation and analyzes the shocking leadership shakeup at Verizon. With insights into the future of advertising and the implications of AI, this discussion is both timely and thought-provoking.
AI Snips
Chapters
Transcript
Episode notes
Know Your Audience By Their Major
- Craig recalled distinguishing client types by their college majors to tailor meetings.
- Media analysts wanted stories; telecom analysts wanted numbers, which guided his pitch style.
Verizon Leadership Change Felt Abrupt
- Verizon's abrupt CEO change and delayed earnings call suggest a sudden, disorderly transition.
- Appointing Dan Schulman without interim language signals strategic uncertainty at the carrier.
Five Platforms Are Devouring Ad Spend
- AI and platform concentration are redirecting most ad dollars to a handful of companies.
- Two-thirds of U.S. ad spending now flows to Google, Meta, Amazon, Microsoft, and TikTok, hollowing out traditional channels.