Avec notre old pal @joelwir , nous lançons "On Air", le programme de market intelligence (club + dossiers + veille hebdo) dédié aux mutations de l'audiovisuel.
Première session le 29/03 👉 inscrivez-vous vite !
.@_mind et @Satellifax lancent le programme "On Air" pour réfléchir sur les mutations de l'audiovisuel.
Plus d'informations et adhésion : https://t.co/yBWZGKgdLK
Yes, I should be doing something else than tweet today. 😟But there are so many important things to say that I cannot resist.
Tentative advice to the European Union:
Take your time to respond. Let cool heads prevail.
If you think that Trump will not back down (likely in my opinion), best economic (not necessarily political) response: Do not retaliate. Ignore it. Not because the Trump administration shot the US in the foot that there is any reason to do the same to the EU.
If you think you can get Trump to change his mind, then go for choke points. Make life harder for the GAFA using the anti coercion instrument. They have the phone numbers of the White House, and, if they hurt, they will call and explain the facts of life to the boss. (But realize that this is not without costs to the EU consumer)
Kill two birds at once. Shift as much of defense spending from the US to Europe. Have a major reallocation plan. This will take years but is high priority. Spend the EU money you need to help.
Be constructive rather than only defensive. Form coalitions of the willing with the countries still willing to play by some rules, going beyond Europe to Asia, Latin America, and Africa. Do it for multinational corporate taxation, global warming, health, even tariff rules.
Have a major negotiation with China, in particular on automobiles (tariffs, but with attractive inward FDI/joint venture conditions)
Today’s geopolitical axiom says: There are currently only two frontrunners - America and China - and whoever wins the competition over #AI will emerge victorious from the Fourth Industrial Revolution. Whoever becomes the winner of 4IR, will decide the outcome of the Cold War 2.0.
1/ X's algorithm was changed in mid-July 2024 to systematically boost Republican-leaning accounts and Elon Musk's own account following his endorsement of Donald Trump, according to a newly released computational study of engagement from the Queensland University of Technology.⬇️
C'est dommage : il y a 15, ça aurait fait un chouette feuilleton. Mais, las, comparé aux drama openAI, c'est un peu le Désert des Tartares vs Star wars 😢
On parle, certes, beaucoup d'OpenAI, Google et Meta et leurs relations avec les éditeurs. Mais d'autres acteurs avancent 👇
Dmitry Shevelenko (Perplexity) : “Nous encourageons les éditeurs français à rejoindre notre programme de partenariats médias” https://t.co/1gq7Al4Kro
La nomination de Michèle Bernier est une décision responsable. Il faudra au moins être la fille du Professeur Choron pour naviguer dans tout ce bordel.
Criteo has succeeded at something that almost always fails: reinventing itself.
How? By doing something that most companies are afraid to: going all in on a new identity.
Four years ago, Criteo's stock was at an all-time low of $7. They were known for one thing, retargeting, which was threatened by looming third-party cookie deprecation. They were written off.
An r/adops post from three years ago asks, "Are Criteo managing to reinvent themselves?" Someone replied, “Two years ago, I would have put the chance of a Criteo turnaround lower than Trump admitting a flaw in his decisions / policy. Now I have to eat dirt — because they are turning around. And yes, because of retail media."
That focus persists. On the company's last earnings call, CEO Megan Clarken said, "Our vision is quickly coming to life as we continue to transform our company into a commerce media powerhouse." Criteo's DSP allows advertisers to buy media from 225 retailers. The company isn't pitching seven different initiatives and a hodgepodge of disconnected financial results. It's pitching one thing: commerce media — and itself as the company to solve that space's most oft-cited problem (fragmentation).
Obviously, stock price isn't everything. But most adtech stocks have tanked since 2021. Criteo's was $7 four years ago. Today it's $48, 10% off its all-time high. There are certainly many reasons for this. But from a marketing perspective, there's one: focus.
It’s hard enough to get known for one thing; changing that one thing is even harder.
You have to choose — and shout it in the public square over and over. Whatever its faults, Criteo has done that decisively, and it’s been rewarded.
36% of multinational profits are shifted to tax havens every year. This reduces corporate tax revenue by >$200 billion (10% of global corporate tax receipts). Reallocation would increase domestic profits by 20% in high-tax EU countries, 10% in US, and 5% in developing countries.
Ireland is at the centre of global corporate tax avoidance. Its scale is so large it distorts Eurozone's balance of payments with the US, which recently swung from a large surplus to a deficit - all due to changing incentives for Irish-domiciled US multinationals. And it goes on.
Donald Trump à propos de Justin Trudeau : « On dit que c’est le fils de Fidel Castro, et ça pourrait être vrai. Tout est possible dans ce monde. »
C'est l'une des théories du complot les plus répandues concernant le premier ministre canadien.
https://t.co/eFIUPWXbLD
What's the #1 ingredient for bringing McDonald’s to Japan?
🇯🇵🍔 39 hours 🍔 🇯🇵
Imagine this: whipping up the first McDonald's in Tokyo's bustling Ginza district in just 39 hours.
That's exactly what Osakan entrepreneur Den Fujita pulled off in 1971 🧵