Закреплённый твит
The internet proves that most people don't value their time as much as the market does.
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Kevin Fennelly
3.1K posts
Kevin Fennelly
@phenly
what to expect: advanced TV and media, dumb jokes, and other internet things
Boston, MA Присоединился Mart 2008
573 Подписки225 Подписчики
@SahilBloom "Do what you love" as career advice. So many things that people love don't have a lot of economic value. It's way better to "Find ways to love what you do". If you can fall in love with doing new things you can pivot or reinvent your career as needed.
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What’s something people think is good advice that’s actually bad advice?
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Ok last one: the rarest solar eclipse of all time. Only 4 people have seen this with their naked eyes. The sun is fully behind the moon. The only faint light hitting the near side is reflecting off of earth, 250,000 miles away. And the stars and galaxies in the background, sheesh
Nikon Z9
f/2.0
2 second exposure
ISO 1600
@NASA: flickr.com/photos/nasa2ex…
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I won’t rest until I can add new so many new rows and columns of tabs that finding the one I need feels like playing minesweeper.
Google@Google
Too many @GoogleChrome tabs open? Try vertical tabs, rolling out now. Just right-click any Chrome window and select “Show Tabs Vertically” to move your tabs to the side of the browser window, making it easier to read page titles and manage tab groups.
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@airgups23 100%. The original post is paywalled, but it's amusing that that he used waiver budgets as the example and not a draft auction (maybe the details matter?). And also that Fantasy Basketball exists, but he used Fantasy Football as the canonical example.
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Is the easy answer just ... auction draft?
Fullcourtpass@Fullcourtpass
A “draft credit” system gained traction during a brainstorm session for NBA lottery reform, per @JakeLFischer “A real-life equivalent to the way waiver budgets work in Fantasy Football, which essentially would have meant bidding on incoming rookies like you would with the Monopoly money that gets thrown at free agents in the Fantasy realm.” (marcstein.substack.com/p/the-latest-n…)
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@NateSilver538 Solid proposal. In terms of rule 13, would teams be allowed to “park” ARC with another team to avoid rollover taxes? Ex. Team A is rolling 50 ARC and Team B is rolling 0, Team A transfers 20 ARC to Team B and pays a fee or ARC for warehousing it until it's returned next season.
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Obviously the devil in the details with something like this. And I've put more work than I care to admit into thinking through the various incentives in the system. There are several rules that seek to prevent tanking or teams from getting lucky several years in a row.
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You're going to see a lot of NBA draft reform proposals. Here's ours: replace the NBA draft with an auction.
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@levie Agreed. I see lots of magical thinking that an agent is going to agentically agentify my business! Huge underestimation of change management. There's definitely a picks and shovels opportunity in SMB, but I think we'll see more winners in new SMBs built with LLM assumptions.
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We dramatically underestimate how much change management it is going to take to automate most knowledge worker tasks.
Between data being in legacy environments or systems or without good APIs, context missing for doing the task, teams that are less technical, and other factors, there’s still a lot of work to drive real AI transformation in an enterprise.
This is actually great news if you’re building right now because the opportunity is to build the software bridges to make this easier, or to build new services firms to help with this change management. Opportunity is all around for those looking.
Jason Shuman@JasonrShuman
Silicon Valley thinks AI agents are a $20/mo self-serve subscription. Main Street is paying local agencies $10,000 just to turn them on. Everyone assumes AI will be bought primarily online like Slack or Zoom. I think they are wrong. Some of the biggest winners in the AI boom won't be the software vendors. It will be the humans installing it. Here is the reality of SMBs right now: • 54% lack internal AI expertise. • 41% have data quality too poor for AI to even work. • 41% already prefer buying AI through a local IT provider. You cannot "1-click install" a genius AI into a messy CRM or a 15-year-old server. It will just execute the wrong tasks at the speed of light. The AI software will be cheap and a lot will absolutely be bought online. Making it actually work for a messy, real-world business will be expensive. Very bullish on the "Do It For Me" economy being back.
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blog.google/products-and-p… "Things are constantly changing on the road — in fact, every second, Maps incorporates over 5 million updates to traffic around the world."
Maybe adtech has perverted my sense of scale, but this seems like small numbers for Google.
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@eric_seufert @aripap In terms of integration specs, I would add that it's in the interest of anyone building a CAPI to be as similar to what's in market as possible to reduce the integration cost to your clients/partners. Make it easy to copy the feed they're sending to Meta and send it to you.
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@aripap There can be formatting subtleties -- it's still engineering work, but some CDPs make it a one-click exercise. But there are data diffusion concerns. CAPIs, by definition, require all conversion events, and many companies want to limit the number of recipients.
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Netflix announced a number of updates to its advertising platform yesterday, notable:
- advertisers will be able to target Amazon Audiences on Netflix through the Amazon DSP
- Netflix is launching a CAPI for conversion measurement
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@AdtechGod @RTHaile If only you knew someone with a long history in the industry, who runs a media company, and has a relationship with a book publisher...
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Someone needs to create a coffee table book about AdTech.
-1,000 companies no longer with us
-The year of mobile
What else?
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@MattBelloni @craighorlbeck Is there a relationship between more a-list actors doing commercials and the declining profitability of making movies? Windowing and distribution fees used to make movie stars a bunch of money on the back end and that's going away as much as box office returns.
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Doing a Town Hall mailbag episode of The Town. What entertainment industry questions would you like answered on the show?? @craighorlbeck
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@phenly @MattiSchroder So you're asking about the relative volume of each?
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Had a Meta rep pull audience overlap between my Highest Value (tROAS) and Highest Volume (Bid Cap) campaigns for a client yesterday.
Exact same ads.
.5%.
If you're not running Highest Value, you're missing out.
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@andrewjfaris @MattiSchroder It's just a strawman to illustrate the impact of the denominator on statistical narratives. It definitely makes sense to optimize differently for whales relative to standard converters, but I'd be curious what all three numbers are from your campaigns.
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@andrewjfaris @MattiSchroder I think that general point is true, but in comparing overlaps the denominator provides more context. Let's say your tROAS has 12 people in it and your Bid Cap has 2000 people. The overlap is 10 people. That overlap is 83% of your tROAS audience and 0.5% of your Bid Cap audience.
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@MattiSchroder @andrewjfaris Woah. To be clear, was Highest Volume the denominator of the overlap?
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@KarstenW Great write up with solid predictions about the implications for different adtech stakeholders
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Confused yet by AdCP, The Advertising Context Protocol?
Here's an easy-to-understand explainer for the rest of us.
READ for FREE here:
Ad Context Protocol: Making Advertising Faster, Cheaper, Better
wmediaresearch.com/2025/10/16/ad-…
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@KarstenW @TheTradeDesk So is TTD basically turning 3PD segments into an additional set of signals among the several hundred signals the bidder is evaluating on a performance campaign and paying the data partners for whatever fractional contribution their segment(s) made to the campaign?
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Big move from @TheTradeDesk: launching Audience Unlimited, a major upgrade to its third-party data marketplace.
Many buyers avoid third-party data because it’s pricey and hard to know which segments actually work.
With AI-scored, bulk-priced data, those hurdles disappear — boosting campaign performance, sales, and Kokai stickiness.
More details here: businesswire.com/news/home/2025….
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@gabriel1 True, but isn't there something valuable that happens when you pick the pointers for those latents? Writing out an idea sharpens the idea and reconciles latent contradictions--so there's information loss, but that can also bring clarity.
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If the playoffs are still on other streamers how many consumers are going to pay a premium to watch the regular season?
Michael Delales@MDelales2
NBA Eyes 2027 Launch for League-Wide Local Rights Streaming Hub - The Streaming Wars thestreamingwars.tv/news/nba-eyes-…
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