Michael Burry (@michaeljburry): "Ted Gioia’s “end/decline of audience capture” framework is another tool for investors considering how to navigate the competitive landscape behind tech and media stocks By Ballard’s Test, LLMs will never lead to Artificial General Intelligence (AGI), but to instruct precisely …"

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Ted Gioia’s “end/decline of audience capture” framework is another tool for investors considering how to navigate the competitive landscape behind tech and media stocks

By Ballard’s Test, LLMs will never lead to Artificial General Intelligence (AGI), but to instruct precisely how to navigate the sometimes infernal process for cancelling your subscriptions, they never need to do so.

As the K economy becomes more extremely and asymmetrically bifurcated, it may substitute for a named recession long enough to shake out more unneeded and unwanted subscriptions.

I give the leading audience capture companies 12-18 months at most before the worst consequences of their overreach hit their financial statements. And it may happen even faster. If they were wise, they would start acting now. But whether they fix the root cause of their audience capture mess now or later, the end result will be the same.

Ted Gioia

Jul 19

12:55 PM

Make money doing the work you believe in

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