loudmouthjulia

The unrivaled @ballmatthew has released his 2026 “State of Gaming” deck/report. It's a crucial read. More than 160 slides! https://www.matthewball.co/... Matt focuses a lot on gaming's growth coming from outside of the U.S. (see: China) and a slowdown in player growth meaning [image]

2026-02-19 View on X

GamesIndustry.biz

Matthew Ball's State of Video Gaming 2026 report: global video game content sales grew 5.3% YoY to $195.6B in 2025 while job losses fell 40% YoY to 9,200 people

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The unrivaled @ballmatthew has released his 2026 “State of Gaming” deck/report. It's a crucial read. More than 160 slides! https://www.matthewball.co/... Matt focuses a lot on gaming's growth coming from outside of the U.S. (see: China) and a slowdown in player growth meaning [image]

2026-02-18 View on X

GamesIndustry.biz

Matthew Ball's State of Video Gaming 2026 report: global video game content sales grew 5.3% YoY to $195.6B in 2025 while job losses fell 40% YoY to 9,200 people

Private funding fell a further 55% last year, according to Epyllion's latest State of Video Gaming report

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Used to collect data to sell the data to third-parties and advertisers; now you can say that it's also necessary to improve LLM capabilities....but if you're burning cash at an insane rate, the greatest value of that constant information flow is to third-parties and advertisers.

2026-02-05 View on X

@sama

Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”

First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for a...

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I don't really have a stake in what AI orgs lean on “we'll never do ads” as a narrative, but a reminder that if the main product is user behavior + data, and the main foundation for that product is attention and information, ads aren't a possibility. They are an inevitability.

2026-02-05 View on X

@sama

Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”

First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for a...

View original

Lastly: Google + Meta can argue their AI chatbots/tools won't have ads because as drive up to 98 percent of total company's revenue in any given quarter in all other business verticals. They don't need ads on the product they want you to use; they just increase ads elsewhere.

2026-02-05 View on X

Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising. A conversation with Claude is not one of them.

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I don't really have a stake in what AI orgs lean on “we'll never do ads” as a narrative, but a reminder that if the main product is user behavior + data, and the main foundation for that product is attention and information, ads aren't a possibility. They are an inevitability.

2026-02-05 View on X

Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising. A conversation with Claude is not one of them.

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Also in Alphabet's earnings: Google surpassed 325 million paid subscriptions, led by Google One and YouTube Premium. Up just under 20 percent compared to Q1 2025. Both ads + subs business is growing healthily. I imagine this will come up in Ted Sarandos' regulatory convos...

2026-02-05 View on X

Variety

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”

more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...Hernan Lopez /@hernanlopez:...THE BI...

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YouTube's ad revenue for the year came in at just over $40.3B. Impressive. To compare, Netflix's annual ad revenue was $1.5 billion — although it's impossible to compare businesses — BUT that's still about $10 billion LESS than what Reels ~alone~ generated in annual run rate.

2026-02-05 View on X

Variety

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”

more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...Hernan Lopez /@hernanlopez:...THE BI...

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Used to collect data to sell the data to third-parties and advertisers; now you can say that it's also necessary to improve LLM capabilities....but if you're burning cash at an insane rate, the greatest value of that constant information flow is to third-parties and advertisers.

2026-02-05 View on X

Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising. A conversation with Claude is not one of them.

View original

Also in Alphabet's earnings: Google surpassed 325 million paid subscriptions, led by Google One and YouTube Premium. Up just under 20 percent compared to Q1 2025. Both ads + subs business is growing healthily. I imagine this will come up in Ted Sarandos' regulatory convos...

2026-02-05 View on X

Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

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Lastly: Google + Meta can argue their AI chatbots/tools won't have ads because as drive up to 98 percent of total company's revenue in any given quarter in all other business verticals. They don't need ads on the product they want you to use; they just increase ads elsewhere.

2026-02-05 View on X

@sama

Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”

First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for a...

View original

YouTube's ad revenue for the year came in at just over $40.3B. Impressive. To compare, Netflix's annual ad revenue was $1.5 billion — although it's impossible to compare businesses — BUT that's still about $10 billion LESS than what Reels ~alone~ generated in annual run rate.

2026-02-05 View on X

Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

View original

Lastly: Google + Meta can argue their AI chatbots/tools won't have ads because as drive up to 98 percent of total company's revenue in any given quarter in all other business verticals. They don't need ads on the product they want you to use; they just increase ads elsewhere.

2026-02-04 View on X

Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising. A conversation with Claude is not one of them.

View original

Used to collect data to sell the data to third-parties and advertisers; now you can say that it's also necessary to improve LLM capabilities....but if you're burning cash at an insane rate, the greatest value of that constant information flow is to third-parties and advertisers.

2026-02-04 View on X

Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising. A conversation with Claude is not one of them.

View original

D'Amaro will rely on Dana/Alan for their relationships, expertise, etc. But Disney choosing the parks guy at the same time that Dis' experience division surpasses $10B in quart rev for first time speaks about where the company's main profit center will draw from. Add in Epic partnership, cruises, and monetizing content flywheel at a more significant rate, and you can see why it isn't Dana or Alan...

2026-02-04 View on X

Variety

Disney names Josh D'Amaro, head of its theme parks and consumer products division, as CEO, replacing Bob Iger, effective March 18; D'Amaro joined Disney in 1998

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YouTube's ad revenue for the year came in at just over $40.3B. Impressive. To compare, Netflix's annual ad revenue was $1.5 billion — although it's impossible to compare businesses — BUT that's still about $10 billion LESS than what Reels ~alone~ generated in annual run rate.

2026-02-04 View on X

Variety

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”

although it's impossible to compare businesses — BUT that's still about $10 billion LESS than what Reels ~alone~ generated in annual run rate.Julia Alexander /@loudmouthjulia:Also ...

View original

Also in Alphabet's earnings: Google surpassed 325 million paid subscriptions, led by Google One and YouTube Premium. Up just under 20 percent compared to Q1 2025. Both ads + subs business is growing healthily. I imagine this will come up in Ted Sarandos' regulatory convos...

2026-02-04 View on X

Variety

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”

although it's impossible to compare businesses — BUT that's still about $10 billion LESS than what Reels ~alone~ generated in annual run rate.Julia Alexander /@loudmouthjulia:Also ...

View original

I don't really have a stake in what AI orgs lean on “we'll never do ads” as a narrative, but a reminder that if the main product is user behavior + data, and the main foundation for that product is attention and information, ads aren't a possibility. They are an inevitability.

2026-02-04 View on X

Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising. A conversation with Claude is not one of them.

View original

YouTube's ad revenue for the year came in at just over $40.3B. Impressive. To compare, Netflix's annual ad revenue was $1.5 billion — although it's impossible to compare businesses — BUT that's still about $10 billion LESS than what Reels ~alone~ generated in annual run rate.

2026-02-04 View on X

Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.8B, Google Cloud revenue up 48% to $17.7B, Google Services revenue up 14% to $95.9B, net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

View original

Also in Alphabet's earnings: Google surpassed 325 million paid subscriptions, led by Google One and YouTube Premium. Up just under 20 percent compared to Q1 2025. Both ads + subs business is growing healthily. I imagine this will come up in Ted Sarandos' regulatory convos...

2026-02-04 View on X

Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.8B, Google Cloud revenue up 48% to $17.7B, Google Services revenue up 14% to $95.9B, net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

View original