inventory
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 6, 2024 by Sam Lessin · across every show →
Everything said about inventory, oldest first
Dec 6, 2024 bearish
Sam Lessin: AI search collapses ad inventory by answering queries directly
“AI today, even if you're a really big bull and you think that Gemini and open AI is like better at answers is not actually going to expand inventory, right? If anything, it collapses inventory because you're doing fewer searches, right? It just gives you the a…”