![]() ![]() You have to be a boss, but you can't be mean. You have to have money, but you can't ask for money because that's crass. ![]() You have to say you want to be healthy, but also you have to be thin. And you can never say you want to be thin. Like, we have to always be extraordinary, but somehow we're always doing it wrong. You are so beautiful, and so smart, and it kills me that you don't think you're good enough. "It is literally impossible to be a woman. But, given the beautiful way Gerwig & Ferrera paint the pink-tinged pain of today’s Women, AND the incredible reach this film has to audiences of all ages & genders, it may well wind up being one of the most important. No, it is not the first time someone articulated what it’s like to “exist while Female” in our modern era. Then came this□ speech, written by Greta Gerwig, performed by America Ferrera in #Barbie. I’ve tried to be an ally to Women of Earth, to use whatever platform I have to amplify how (despite progress we’ve made) fucked up it is to try and survive and thrive on a planet where most men take our innate, penis-based privilege for granted. I imagine what it’s like, in today’s world, having to do everything men do, “backwards in heels” and then also be expected by society to apologize for it. My entire adult life I’ve lived with only Women - a spouse full of superpowers & two incredible daughters who are now fearless kick ass adult humans. Hit the link to dig deeper into 2Q #earnings with me: It’s not enough to look at growth percentages year on year, unless you also look at that growth over time. To track of the health of the Media economy, you have to actually keep track. More significantly, overall US ad spend is DOWN in June YoY, after finally rising in May for the first time in a year. Yet, historically and directionally, their 2Q growth is comparably “meh.” The same thing can be said for YouTube's advertising revenue growth. True, Roku's 11% growth is impressive, coming off 18% growth in 2Q 2022. That is not a stellar story, especially for a big tech company, over a two year arc. ![]() Meta’s revenue growth 2Q 2023 vs 2Q 2021 is just 10%. To understand Meta’s 2Q revenue growth, you need to measure it against their really shitty 2Q 2022. To truly see the health of the forrest, sometimes you need to look closely at the tree rings. Many are reading the tea leaves from 2Q #earningsseason (especially results from Meta, Roku Inc. & Google) as early indications that the ad recession is ending. ![]()
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