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VOICE ARCHIVE

Amol Sharma

@asharma
29 posts
2025-03-31
The aftermath of Arnold Haro's death illustrates, in the extreme, the lack of boundaries in the meme coin world: It is a place where anything can be turned into a coin—even a horrific tragedy. ⁦@KevinTDugan⁩ on crypto's darkest corner. https://www.wsj.com/...
2025-03-31 View on X
Wall Street Journal

Memecoins attempting to profit from a man's suicide highlight Pump.fun's extreme lack of boundaries; one of the memecoins soared past $2M in total value

even a horrific tragedy. ⁦@KevinTDugan⁩ on crypto's darkest corner. https://www.wsj.com/...

2025-01-25
One sign of how Elon Musk's rise in power and alliance with President Trump have helped the narrative around X' fortunes: the banks that financed his $44bn takeover now feel they are in position to sell a big chunk of that debt https://www.wsj.com/... via @WSJ
2025-01-25 View on X
Wall Street Journal

In email to X staff, Musk says “user growth is stagnant, revenue is unimpressive, and we're barely breaking even”; sources: banks plan to sell their debt in X

Banks are hoping to sell the X debt at around 90 to 95 cents on the dollar  —  Wall Street banks are getting ready …

2023-12-28
“Having failed to secure what they saw as their fair share of the explosive internet growth powered by search and social media, publishers don't want to meet the same fate with AI.” That's the dynamic causing the Times and others to take a hard line.
2023-12-28 View on X
New York Times

The NYT sues OpenAI and Microsoft for copyright infringement, alleging they used millions of its articles to train AI, the first major US media outlet to sue

community responds Gaurav Girotra / Tech in Asia : NYT files copyright suit against OpenAI, Microsoft Jacob Oliver / CryptoSlate : New York Times sues Microsoft, OpenAI for alleged...

2023-01-14
Exclusive: YouTube is testing a new hub of free, ad-supported streaming channels — another sign of how it is trying to become a go-to destination in all sorts of formats and genres, report ⁦@bysarahkrouse⁩ ⁦@jtoonkel⁩ ⁦@cityofthetown⁩ https://www.wsj.com/...
2023-01-14 View on X
Wall Street Journal

YouTube is testing a hub of free, ad-supported streaming channels with select media partners, looking to compete with Roku, Paramount's Pluto TV, and Fox's Tubi

2022-10-27
If Elon Musk reinstates former President Donald Trump's Twitter account after completing a takeover of the company, several companies plan to suspend ad spending on the platform, a top ad buyer said https://www.wsj.com/...
2022-10-27 View on X
Bloomberg

Elon Musk changes his Twitter bio to “Chief Twit” and visits the company's San Francisco office; Twitter tells staff they'll “hear directly from him on Friday”

Elon Musk made his presence felt at Twitter's San Francisco headquarters Wednesday …

2022-08-16
Nearly one-fifth of streaming subscribers are “serial” cancelers, a big problem for Netflix, HBO Max and others. “It's like a diet, you know—you take a couple calories off here and there...why give them money if I'm not watching?”⁦@bysarahkrouse⁩ ; https://www.wsj.com/...
2022-08-16 View on X
Wall Street Journal

Antenna: 19% of US streaming users canceled 3+ subscriptions from June 2020-June 2022; average monthly customer defections were 5.46% in July, up from 4.46% YoY

what used to be called rational economic behavior. https://www.wsj.com/... Amol Sharma / @asharma : Nearly one-fifth of streaming subscribers are “serial” cancelers, a big problem ...

2022-07-20
Exclusive: Facebook is reallocating resources from its Facebook News tab and newsletter platform Bulletin, as the company focuses more on the creator economy, according to a company memo. “This was a labor of love.” Scoop from @jtoonkel @keachhagey https://www.wsj.com/...
2022-07-20 View on X
Wall Street Journal

Memo to staff: Meta is reallocating resources from Facebook's News tab and newsletter platform Bulletin, as the company focuses more on the creator economy

to pay Rupert's and the Germans' blackmail, actually—without paying for links. Danny Denhard / @dannydenhard : Most people forget Facebook is ahead of the curve when it comes to wh...

2022-06-23
NBCU and Google are frontrunners to partner with Netflix on creating an ad-supported tier, say @bysarahkrouse @patiencehaggin @Lilliannnn. NBCU eyeing exclusive, revenue-sharing deal. Min revenue guarantee could be an issue. Very early in Netflix's quest. https://www.wsj.com/...
2022-06-23 View on X
Wall Street Journal

Sources: Comcast and Google have emerged as the top contenders to help Netflix develop an ad-supported tier, and Netflix has discussed ad partnerships with Roku

Wall Street Journal :

2022-02-19
Said one advertiser who zeroed out its Facebook spend and switched to Google: “It kind of feels like the end of an era with Facebook's targeting ability.” Deep dive on Silicon Valley's privacy wars. https://www.wsj.com/...
2022-02-19 View on X
Wall Street Journal

How advertisers are dealing with Meta's ad price increases prompted by Apple's ATT changes, with some shifting their ad budgets to Google, Amazon, and TikTok

and leaders above them signing off on it — has impacted everyone from Facebook and Shopify to small businesses and DTC brands. To the tune of hundreds of billions of dollars! Glenn...

2022-02-03
Tells you something about the level of dominance Facebook has achieved that it can post $10.3 billion in profit for a quarter and have a bad day at the office, sending shares down 20%. https://www.wsj.com/... via @WSJ
2022-02-03 View on X
CNBC

Meta beats with Q4 revenue of $33.67B vs. $33.4B est., up 20% YoY, 2.91B MAUs, up 4% YoY, but misses with EPS of $3.67 vs. $3.84 est.; stock down 20%+

- Facebook earnings came in below expectations for the fourth quarter, and the company said numerous challenges are ahead in the first quarter.

2022-01-15
WSJ continues to deliver the goods on the state AG lawsuit against Google — here, with unredacted details that are very revealing. From @trippmickle & @keachhagey https://twitter.com/...
2022-01-15 View on X
Wall Street Journal

State AGs' lawsuit alleges Google misled publishers and advertisers for years about ad pricing by deflating sales for some while increasing prices for buyers

Details show Google employees fretting its ad tech auctions were ‘untruthful’ and based in ‘insider information’

2021-06-24
Comcast CEO Brian Roberts plans a big streaming push, as he looks to prove that content+distribution is still a recipe for success. Scoop-rich story from @Lilliannnn, with details on coming smart TVs, and a big shift of movies and TV to Peacock. https://www.wsj.com/...
2021-06-24 View on X
Wall Street Journal

Sources: Peacock had fewer than 10M paid subs as of May; Comcast is considering a deal with ViacomCBS or acquiring Roku as it seeks to become a streaming giant

Lillian Rizzo / Wall Street Journal :

2021-05-15
Trump's team is talking to several companies vying to be his next social-media home. “He wants cash money up front,” one person familiar with the discussions said. @keachhagey reports. https://www.wsj.com/... via @WSJ
2021-05-15 View on X
Wall Street Journal

Sources: CloutHub and FreeSpace are among the apps vying to be next platform of Trump, who “wants cash money up front” in exchange for followers he would bring

he wants cash flow, not long term value Ben Mullin / @benmullin : Donald Trump wants an up-front licensing fee to bring his brand (and presumably tons of followers) to a new social...

2020-12-03
Exclusive: https://amazon.com/ is in exclusive talks to purchase podcast startup Wondery, according to people familiar with the matter, as the tech giant pushes further into the growing digital audio sector. Scoop from @BenMullin & @AnneMarieSteele https://www.wsj.com/...
2020-12-03 View on X
Wall Street Journal

Sources: Amazon is in exclusive talks to buy Wondery, in a deal valuing the podcast network at $300M+; Wondery's on track to increase revenue to $40M+ this year

Venture-backed podcast company is in talks to be sold with a valuation of more than $300 million

2020-11-03
Quibi was about the gut instincts of Jeffrey Katzenberg and Meg Whitman — on content, technology, and financial planning. In the end, their intuition was wrong. And the collapse was swift. Fantastic reconstruction by @BenMullin @Lilliannnn https://www.wsj.com/... via @WSJ
2020-11-03 View on X
Wall Street Journal

Sources: Quibi mulled options like a freemium model and had 450K subs paying $4.99/mo. when it closed, far less than the 7.4M it targeted for its first year

on content, technology, and financial planning. In the end, their intuition was wrong. And the collapse was swift. Fantastic reconstruction by @BenMullin @Lilliannnn https://www.ws...

2020-09-22
Exclusive: Quibi, the streaming service founded by Hollywood mogul Jeffrey Katzenberg, is exploring strategic options including a possible sale after a rough debut. w/ @BenMullin @CaraRLombardo https://www.wsj.com/...
2020-09-22 View on X
Wall Street Journal

Sources: Quibi is exploring several strategic options including a possible sale, raising more money, or going public through a merger with a SPAC

Streaming-video service founded by Hollywood mogul Jeffrey Katzenberg has struggled to attract subscribers since launching in April

What if Quibi became the premium tier of TikTok? I am only sort of kidding. https://twitter.com/...
2020-09-22 View on X
Wall Street Journal

Sources: Quibi is exploring several strategic options including a possible sale, raising more money, or going public through a merger with a SPAC

Streaming-video service founded by Hollywood mogul Jeffrey Katzenberg has struggled to attract subscribers since launching in April

2020-06-28
Unilever, owner of brands from Dove to Hellmann's to Lipton, will halt U.S. ads on Facebook and Twitter for the rest of 2020, an escalation in Madison Avenue's pressure on tech companies. Scoop from @VranicaWSJ. Full story to come. https://www.wsj.com/... via @WSJ
2020-06-28 View on X
Wall Street Journal

Unilever says it will halt US advertising on Facebook and Twitter for at least the remainder of 2020, citing hate speech and divisive content on the platforms

to the point where it has de-indexed entire countries rather than do so — but that dam broke this week. Why? https://www.cjr.org/... Alexia Bonatsos / @alexia : Facebook on the oth...

Unilever, owner of brands from Dove to Hellmann's to Lipton, will halt U.S. ads on Facebook and Twitter for the rest of 2020, an escalation in Madison Avenue's pressure on tech companies. Scoop from @VranicaWSJ. Full story to come. https://www.wsj.com/... via @WSJ
2020-06-28 View on X
CNN

With top 100 brands contributing only an estimated 6% of Facebook's revenue and Zuckerberg's voting control over the company, ad boycott's impact may be limited

(CNN)For years, Facebook (FB) has been viewed as one of the only truly indispensable digital advertising platforms for big …

2020-06-27
Unilever, owner of brands from Dove to Hellmann's to Lipton, will halt U.S. ads on Facebook and Twitter for the rest of 2020, an escalation in Madison Avenue's pressure on tech companies. Scoop from @VranicaWSJ. Full story to come. https://www.wsj.com/... via @WSJ
2020-06-27 View on X
Mark Zuckerberg

Zuckerberg says Facebook will now label content that violates its rules but was left up because it was deemed newsworthy and of public interest

Three weeks ago, I committed to reviewing our policies ahead of the 2020 elections.  That work is ongoing, but today I want to share some new policies …