Tejas Dessai
@tejas_rd
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Take a BTS look at our latest “Charting Disruption” shoot. @GlobalXETFs partnered with @WSJCustom for a new, bespoke interactive user experience—including 4 custom videos—focused on the key trends poised to define the investing landscape in the year ahead.
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Looming recession tailwind for gaming as consumers look for cheap entertainment “Large portion of gamers are hardcore enthusiasts don’t view gaming eSports as discretionary. It’s a staple of their social lives” says @tejas_rd @GlobalXETFs
https://t.co/q6yfAiyvkn
@ElliotEvolveETF
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Roblox daily active users up 23% in September. Gaming engagement is seen returning after a brief summer pause.
Looming recession tailwind for gaming as consumers look for cheap entertainment “Large portion of gamers are hardcore enthusiasts don’t view gaming eSports as discretionary. It’s a staple of their social lives” says @tejas_rd @GlobalXETFs
https://t.co/q6yfAiQ6bV
@ElliotEvolveETF
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Great to catch up with the Godmother of the Metaverse, @CathyHackl! Stay tuned for big things to come. @tejas_rd
#Metaverse
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Surprising that Twitter got just as much extra user attention as TikTok during the pandemic
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New: Facebook-parent @Meta will need to prove users remain highly engaged with its legacy platforms as the social media giant faces growing challenges while pursuing its long-term metaverse vision, analysts say. https://t.co/KXNEvx1jPx
spglobal.com
Meta faces an increasingly uncertain ad market as consumers combat rising interest rates and marketers brace for an economic recession. More, the company recently updated Facebook and Instagram in an...
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@Google @SAHaiderNews @cfraresearch @JusticeATR @JesseLehrich Recall - @FTC in '08 greenlit their purchase of DoubleClick that helped to propel Alphabet into the search ad dominance it has today. "Proving Google acts in a way that it hurts the market and in a way that it hurts the end-consumer is going to be a bit tricky," said @tejas_rd
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CPI for all items rises 1.3% in June; gasoline, shelter, food indexes rise https://t.co/MdFNWoD78N
#CPI #BLSdata
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Netflix's cultural influence is indisputable. Still needs to monetize this effectively. Integrating tickets, merch, commerce — could quickly become a giant vertical from commissions alone.
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Amazon made $35 billion from ads last year. This could be a game changing move.
Uber is putting ads into their app when waiting for a ride, was served a Burberry ad
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Expected Netflix to look elsewhere considering it competes heavily with Google's YouTube for attention.
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Google and NBC emerge as top contenders to partner with Netflix for an ad-supported tier — WSJ
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Co-viewing shows/movies on Netflix seems like a missed opportunity. Could be an easy way to get people to pay more even, and of course the network effects and everything.
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Netflix is bringing a Squid Games based reality show, with a prize money of $4.5 million. Not the worst idea.
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TIL Facebook spent $27 billion on R&D last year. Apple spent $24 billion.
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Thoma Bravo is re-pricing the Anaplan acquisition. New price is about 3.5% lower. Not a huge drop, but no way this doesn't affect other deals on the table including Twitter?
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The end-game for last mile delivery is likely a pool of agents (autonomous cars, drones, human), callable via a universal Twilio like API. 2-3 platforms eventually control the infra, earn commissions, serving both neighborhood mom-and-pop merchant and the big box retailer.
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Israel based cybersecurity companies raised $8.8 billion in 2021, or about 40% of all global venture dollars raised by cybersecurity firms.
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