Tariffs, Trump, TikTok: What’s going to happen to ads in 2025?

Tariffs, Trump, TikTok: What’s going to happen to ads in 2025?

There are all kinds of ways to measure the health of an economy. The one I rely on is ad spending. One reason for that is simple: I work in ad-supported businesses, so I want to know about things are going to affect me personally. A less self-interested reason: The health of the ad business is tied directly to the way companies feel about their overall health. So if things turn south, you’ll often see it in falling ad spend. And as the industry gets increasingly digital, that means it’s that much more responsive to changes in the economy: When the pandemic hit 5 years ago, ad spend all but disappeared for a couple months — and then roared back once companies realized how much spending had shifted online. So that’s the background for my chat with Smartly CEO Laura Desmond, who I often rely on for a state-of-the-state when it comes to the ad industry. Desmond is a longtime ad biz veteran, and at her current gig she works directly with digital clients, helping them figure out where to place their money and the best way to optimize their campaigns. So she’s got excellent insight into the most sensitive spenders in the market. Desmond’s takeaway: Long-term changes like a possible TikTok ban just don’t show up on most advertisers’ radars. But potential tariff impacts, which could hit by late May, could be a big hit — if they materialize. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Matthew Ball on Amazon vs Apple vs Netflix vs Disney, and how he built a digital media career by writing for free

Matthew Ball on Amazon vs Apple vs Netflix vs Disney, and how he built a digital media career by writing for free

Analyst/writer/investor-to-be Matthew Ball gives his predictions on how Disney, Netflix, Apple and Amazon are faring in the ‘battle royale’ - the streaming wars. He gives Peter Kafka his insight on Amazon Video from his time there, and talks about why he's bullish on Disney but skeptical about WarnerMedia. He also explains how he used the internet to transform himself from anonymous consultant to in-demand-strategy guy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Juni 20191h

ESPN’s Jimmy Pitaro on how he’s reshaping the network

ESPN’s Jimmy Pitaro on how he’s reshaping the network

Jimmy Pitaro is president of one of the most powerful programming networks on TV - but how does ESPN stay competitive in the streaming era? He talks to Peter Kafka about how he got the job at ESPN, and how he’s reshaping the network. Also: building relationships with the NFL and NBA, and sports journalism at ESPN: where sports and politics intersect.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Maj 201954min

YouTube’s Neal Mohan is trying to police the world’s largest video site + Game of Thrones is gone. What’s next?

YouTube’s Neal Mohan is trying to police the world’s largest video site + Game of Thrones is gone. What’s next?

Neal Mohan, Chief Product Officer at YouTube talks to Peter Kafka about how YouTube deals with problematic content: how it enforces the site’s community guidelines, and deploys machines to detect, and humans to evaluate this content. YouTube users upload 500 hours of content every minute, and YouTube has no plans to slow that down, so the job won't get an easier; the site takes down 8-9 million videos every quarter. They also discuss the strategy around YouTube's subscription service and its TV service. Also on the show, Vox’s Todd VanDerWerff’s take on Game of Thrones, and his new podcast, Primetime. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Maj 201951min

Eugene Wei explains why we’re all ‘status monkeys’ on social media

Eugene Wei explains why we’re all ‘status monkeys’ on social media

Amazon and Hulu veteran Eugene Wei has a really smart take on how status determines our use - and the success - of social networks like Twitter, Facebook, Instagram and YouTube. He talks to Peter Kafka about why we’re all status monkeys on social media, how young influencers use it differently than the rest of us, and how our mental models of these networks are changing. Also: his thoughts on working in the Amazon bubble, and the failed HQ2 in New York.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Maj 20191h

Nick Hornby on writing for TV, 10 minutes at a time

Nick Hornby on writing for TV, 10 minutes at a time

Author Nick Hornby (High Fidelity, About a Boy) talks to Peter Kafka about his newest project: Sundance’s “State of the Union” a 10-part series that unfolds in 10 minute episodes. Hornby, who became famous writing about obsessive fans, also talks about trading vinyl for Spotify, and why that’s not a bad thing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Maj 201939min

Game of Thrones is down to its last dragon + Hulu CEO Randy Freer

Game of Thrones is down to its last dragon + Hulu CEO Randy Freer

Two conversations in this episode: Vanity Fair writer, podcast host, and Game of Thrones expert Joanna Robinson talks to Peter Kafka about the end of GOT, and what that means for HBO, and the media ecosystem that has built up around the show — and what it says about the state of TV. Plus, Hulu CEO Randy Freer, talks about the fast-growing subscription service, which has become a key part of Disney's video strategy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Maj 20191h 8min

Digital media pioneer Jason Hirschhorn on Netflix vs. Everyone Else

Digital media pioneer Jason Hirschhorn on Netflix vs. Everyone Else

Jason Hirschhorn, digital media pioneer and CEO of news aggregator REDEF, comes back for this third visit with Peter Kafka. They talk about streaming and ‘direct-to-customer’: what this means for Disney and Netflix. Also: how tech is changing movie-making, and the evolution of Hulu. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Maj 20191h 2min

Kickstarter’s Perry Chen on 10 years and billions of dollars of crowdfunding

Kickstarter’s Perry Chen on 10 years and billions of dollars of crowdfunding

Kickstarter is now synonymous with crowdfunding, but for years it was just an idea in founder Perry Chen’s mind: “This is something that should exist.” Chen talks to Peter Kafka about building and funding the site, the challenges of running a for-profit, mission-driven business — and why he hates ads. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Maj 20191h 4min

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