EPISODE · Feb 13, 2026 · 12 MIN
Ep. 71: AI, AI Owe: AI Ad Revenue, AI Capital Expenditures and Agentic Commerce Analysis; Changes at Dentsu, WPP and Omnicom; Analysis of Pinterest, Roku, AppLovin Earnings and More
We review our latest work of the week, which featured extensive analyses of topics around AI and advertising, big news for Dentsu, WPP and Omnicom and a review of earnings at Pinterest, Roku, TF1 and others
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Ep. 71: AI, AI Owe: AI Ad Revenue, AI Capital Expenditures and Agentic Commerce Analysis; Changes at Dentsu, WPP and Omnicom; Analysis of Pinterest, Roku, AppLovin Earnings and More
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