— Topic —

    Market Trends

    3 receipts tracked • 67% industry hit rate

    — Filed —

    3 receipts on Market Trends

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    RECEIPT #BRIAN-

    APR 21, 2024

    Called it.

    PREDICTION BY

    Brian Wieser
    Within this growth, Wieser highlights ‘commerce media’ … and social commerce as leading segments. ... In addition to ‘commerce media,’ Wieser noted that social media is capturing a significant share of advertising budgets, likely due to the rapid growth of social commerce.

    FOLLOW-UP

    Wieser's qualitative prediction that commerce media and social commerce would be leading segments and capture a significant share of advertising budgets has been strongly supported by subsequent data and commentary. Retail/commerce media and social platforms have shown outsized growth and are confirmed as major contributors to overall ad growth.

    RECEIPT #SCOTT-

    JAN 05, 2024

    Partially right.

    PREDICTION BY

    Scott Galloway
    This year the AI bubble won’t burst, but it will deflate.

    FOLLOW-UP

    AI valuations saw a mid-2024 peak and subsequent dip, aligning with a 'deflation' rather than a 'burst', but then rebounded by 2026, indicating a more complex market trajectory than a simple deflation.

    RECEIPT #SCOTT-

    MAY 18, 2024

    Partially right.

    PREDICTION BY

    Scott Galloway
    AI... market valuations have peaked. [Alphabet (Google) to] catch up quickly due to their vast data resources.

    FOLLOW-UP

    AI valuations had a mixed trajectory, peaking mid-2024 but rebounding later. Alphabet significantly advanced its AI integration and stock performance, leveraging its data.