Let’s look at uncertainty first. This is especially important in media, because content is, for the most part, consumable. This creates a problem that we all must solve for ourselves each day: finding new good things. This is why branding is so important in content. Most content out there is junk and not right for us. But some of it is amazing. Bra... See more

The significance of the shift from “generalized media” to “personalized media” cannot be overstated. Our digital worlds will soon be tailored to our interests in unfathomable ways. On the one hand, personalized experiences are likely to make marketing more effective. Brands have a precious opportunity to make us all feel “known” in our every intera... See more

The idea of a media-first investment firm is pretty new. Not many people have thought about what it’ll look like in five or ten years. It’s a really powerful thing - controlling a story.