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Buy Now, Bitches*

Scott's Book "The Four"

*We screwed up the calculation of Jack Dorsey's shares based on different classes of stock. The correct percentage is closer to 18%. We apologize for the error and will be more diligent in the future.

Winner: Square. After a rocky start, the payment company rebounds under Dorsey's leadership.

Loser: TV networks continue their descent with fewer 30-second spots and still-unresolved attribution challenges.

Winner: Consumers, who already benefit from AI while tech moguls philosophically debate its future.

(0:11) Source: “Square Shares Climb After Better-Than-Expected Results,” CNBC, August 2017.

(0:13) Source: “Square Revenue Beats Estimates on Higher Transactions,” Fortune, August 2017.

(0:27) Source: “Schedule 13G/A for Square Inc.” Securities and Exchange Commission, February 2017.

(0:27) Source: “Statement Of Changes In Beneficial Ownership Of
Securities,” Securities and Exchange Commission, April 2017.

(0:27) Source: Yahoo Finance.

(0:46) Source: “Six-Second Commercials Are Coming to N.F.L. Games on Fox,” The New York Times, August 2017.

(0:55) Source: “11 Minutes of Action,” The Wall Street Journal, January 2010.

(1:07) Source: “Amazon Is Promising NFL Advertisers It Will Track Whether Their Ads Get People To Buy Things On Amazon,” Business Insider, September 2017.

(1:13) Source: “Powering Ads And Analytics Innovations With Machine Learning,” Google, May 2017.

(1:52) Source: “New York Times Opens Up Comments With Google-Backed AI,” The New York Times, June 2017.

(2:10) Source: “Netflix’s New AI Tweaks Each Scene Individually To Make Video Look Good Even On Slow Internet,” Quartz, February 2017.

(2:18) Source: “Next Top Fashion Designer? A Computer,” The Wall Street Journal, March 2017.

(2:28) Source: “Google Announces Over 2 Billion Monthly Active Devices On Android,” The Verge, May 2017.

(2:35) Source: “Google’s New Street View Cameras Will Help Algorithms Index The Real World,” Wired, September 2017.

Episode 141

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