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Happy Monday Peaceniks. To my friends in France and England — congrats on nail-biting wins in the World Cup — here’s hoping the US will join you in the quarters!
Today, as a special summer treat to beat the heat, I’ve got two summery treats to keep us cool. First, fresh off the press, here’s the JULY MEDIA UNIVERSE MAP.
The July map shows massive movement in the Media Universe.
🪐 Trad Media stagnates as AI capitalizations defy financial logic. Anthropic is now valued more than Netflix, Comcast, The Walt Disney Company, Paramount, Fox Corporation, Roku, Spotify, Nintendo, Roblox, and Disco Bros... COMBINED.
🪐 FOX & Roku are now tethered - but will the combined value be the combined value? More? Less?
🪐 Newly public Bending Spoons has been added to the map, at an eye-popping market cap of $23 billion.
🪐 There are 176 companies on the map with a total valuation of $32.1 Trillion. Google, Apple, Microsoft, Amazon, NVIDIA, Meta, Ope…
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