advertising pie
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 22, 2026 by Nikesh Arora · across every show →
Everything said about advertising pie, oldest first
Jun 22, 2026 bearish
Arora: Advertising revenue cannot expand enough to fund consumer AI
“So I don't think the total advertising pie is going to increase. You've already taken away 60, 70% of the advertising pie in the online world. Unless you tell me it's going to explosion atop where more people are going to spend more money in marketing, that mo…”