The $1 Trillion Ad Opportunity

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ...  Show more

The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation dec ...  Show more

Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so.

We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and ...

Episode #060 - What’s the real impact of your ad spend? In this episode, Destaney is joined by Alex Juday, SVP at Incremental, to break down the buzzword that’s taking over the space: incrementality. What does it really mean, why ROAS isn’t enough, and how brands can rethink thei ...  Show more

Visit us at - https://marketingoclock.com/ Join our Discord Community - http://community.marketingoclock.com/ On this week’s episode of Marketing O’Clock, Meta Ads is glitching out of control! Advertisers might be surprised to see how much they spent on the platform last week ...

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