Perpetual
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LATEST News from Perpetual
Negative Network Effects
Negative & Positive Network Effects There have been two transformative platforms created in the last two decades: TikTok & Facebook….
Setting 2024 up for success
Advertising and upfronts In the 1960s, ABC pioneered upfronts. The concept was simple: In the spring, give advertisers a glimpse…
Advertising is having a moment
Advertising has caught investor’s attention It’s not big new news that advertising-driven businesses have had really crappy multiples on the…
The fragility of commodity-type businesses
There are plenty of stories about SVB, the banking crisis, and what transpired the last 7 days. It’s safe to…
The Worst Part of Media Businesses
Newsletter businesses have gotten a lot of love in the last 5 years. Companies like Industry Dive, Morning Brew, Axios,…
3 Predictions for 2023
Three predictions for 2023 Three industry-moving predictions My top threads My top podcasts Want to see something cool and make…
Buzzfeed’s downfall: is their business model to blame?
Buzzfeed is now worth $144M. Buzzfeed has Complex Networks, a Pulitizer-winning newsroom, and a household brand name. And they’re worth…
AI’s impact on the media industry: lowering the cost of production
AI this. AI that. It’s the future. It’s everything! Meh. AI is amazing and will change so much of the…
