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Ep. 49: Meta's Metrics, Retail Media Acceleration Vs. E-Com Deceleration, the Cord-Cutting "Singularity" and More
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We review our latest work of the week, which included observations on the newest concerns about measurement problems at Meta, our analysis of retail media in 2Q25 (contrasted with e-commerce deceleration), our latest video services spending and cord-cutting data + more
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