Rich Greenfield, LightShed 🔦 @RichLightShed
Partner & TMT Analyst LightShed Partners GP LightShed Ventures Media Futurist Websites & Social Links: https://t.co/9u1Ibhj4TO linkedin.com/in/richgreenfi… NYC Joined June 2008-
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Welp guess this poll is moot!!!
Will Paramount CEO Bob Bakish make it to Monday evening’s Q1 2024 earnings call? $PARA
Would love to hear @jonstewart's take on the chaos at Paramount, maybe a special episode of the @TheDailyShow this coming Monday right after Paramount earnings? $PARA as special guests, maybe he could intervieew former Viacom/CBS CEOs?
⚡️ Why Would Paramount Terminate Bakish Today? ⚡️ With Q1 earnings on Monday evening, Paramount’s Charter deal expiring Tuesday and an M&A process ongoing, why would the $PARA Board terminate CEO Bob Bakish today? lightshedtmt.com/lightning/why-…
We continue to believe Paramount does not need a transaction to cut billions in cost and scale back its streaming ambitions - just fire Bakish lightshedtmt.com/2024/03/11/dea…
We continue to believe Paramount does not need a transaction to cut billions in cost and scale back its streaming ambitions - just fire Bakish lightshedtmt.com/2024/03/11/dea…
At dinner last night, my daughter walks in and says "Dad, Snap+ now lets you have a pet and with AI you can make it look just like our dog. Snap is killing it Dad." Snap+ has over 9 million subs, ~8% of Snap's revenue from zero a couple years ago. $SNAP @evanspiegel
Is anyone on the Charter call gonna ask about Paramount, which expires 4/30 $CHTR $PARA
That pesky "cell phone internet" $CHTR
First time @YouTube revenue growth has exceeded 20% since Q4 2021, when pandemic was still helping YouTube on Connected TV a MAJOR driver -- taking more and more share from linear TV $GOOGL
First time @YouTube revenue growth has exceeded 20% since Q4 2021, when pandemic was still helping YouTube on Connected TV a MAJOR driver -- taking more and more share from linear TV $GOOGL https://t.co/B2lLGhKDrY
Blatant antisemitism on full display @UCLA today #UCLA The terrorists (Hamas) have won over the minds of our education system - A Jewish pig holding a bag of money? #WTF - how is this allowed? instagram.com/reel/C4y4gUvvg…
Peacock has lost $8.3 billion since launch in January 2020. Let that sink in a for a moment. $CMCSA
⚡️ We Do Not Believe ByteDance Will Sell TikTok ⚡️ We continue to believe ByteDance would rather remove TikTok from the US market than... lightshedtmt.com/lightning/we-d…
NBA rights matter far more to $WBD stock than any other company $DIS $CMCSA $AMZN $NFLX The LightShed Podcast, Ep. 206. With @BrandoLightShed and @WaltLightShed
⚡️ Comcastic Competition ⚡️ Noteworthy addition to the words Comcast Chairman, Brian Roberts used to framed quarterly results in Q1 2024 $CMCSA lightshedtmt.com/lightning/comc…
.@TMobile annouces JV with EQT that will acquire Lumos. This signals @TMobile 's commitment to enter the fiber market in a serious fashion. t-mobile.com/news/business/…
"We believe Snap should be devoting ALL possible resources to improving Spotlight and scaling up creator content to drive video time spent." +1 to @RichLightShed
“This is a very crowded space. There’s no doubt that $META is going to be a major player,” says @RichLightShed on Meta’s commitment to AI investments. “It’s not so clear right now… how you actually monetize an AI chatbot. The use case and the monetization is not clear.”
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Daniel S. Loeb @DanielSLoeb1
124K Followers 992 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
julia alexander @loudmouthjulia
30K Followers 1K Following welcome oblivion. VP, Strategy @parrotanalytics. analyst: @PuckNews. pod: @downstreampod.
Jerry Capital @JerryCap
41K Followers 563 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Lucas Shaw @Lucas_Shaw
33K Followers 2K Following @business, but views my own. Write a newsletter: https://t.co/4FHeSOlE4G Host a conference: https://t.co/B72rOhX2T5 Tips: [email protected]/Signal
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Alex Sherman @sherman4949
21K Followers 1K Following CNBC media reporter. Tips to [email protected]. 49ers fan. Originally from Lexington, MA. DMs open.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Eric Seufert @eric_seufert
39K Followers 2K Following Investor, Heracles Capital: https://t.co/VMWd6QtHGI | Analyst, Mobile Dev Memo: https://t.co/d8aHtDNdC4 | Developer, Theseus: https://t.co/gW7TUlA8Le.
Matthew Belloni @MattBelloni
49K Followers 2K Following Founding partner @pucknews, host @ringer The Town, @kcrw; Ex-editor @THR, entertainment lawyer. Get my email: https://t.co/dz6BFxPrRp
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Terence Kawaja @tkawaja
31K Followers 1K Following media/tech advisor, banker, contrarian, comedian - often all of the above.
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Joe Flint @JBFlint
26K Followers 2K Following WSJ media reporter. Contrarian. Curmudgeon. Provocateur. "Sleep is for fools who never see the sun rise." A lifeboat in a sea of turds. Open DM: DON'T ABUSE IT.
Brandon Katz @Great_Katzby
13K Followers 2K Following Entertainment Industry Strategist @ParrotAnalytics I Past: @TheWrap @Observer I @PostCredPod & Must Watch I @HCAcritics Member I Washington Commanders Fan
CapitalGuy🇺🇦 @Crussian17
21K Followers 1K Following mostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell
Marcelo P. Lima @MarceloPLima
21K Followers 3K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw
अभिषेक �.. @abhishekpuriInd
29 Followers 814 Following
Oreclame.net @OreclameN
145 Followers 603 Following Busca e Compartilhamento de Notícias Sharing News
Admsystem1 @admsystem1
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Frederick @io2hW3BsIwOwp
34 Followers 1K Following I am a lively and cheerful girl who would like to meet a good friend.
AniyahJared @JaredAniya80753
9 Followers 511 Following
Rosmayn @rosmayn
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Bond Jovi @checks_inc
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Amy Reisenbach @AmyCBS2005
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shad cherry @Chadcherry66
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Vote Democratic in 20.. @Vote_Democrat24
0 Followers 130 Following 13th Year on Twitter. Please don't follow.
Onofre Lima @OnofreLima5
16 Followers 281 Following
Addi Njies @NjiesAddi49652
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Luciano Magalhães @Luciano17081717
79 Followers 386 Following
Kimberly Guilfoyle @kimguilfoyle
2.2M Followers 4K Following Mother, Sister, Proud American Latina Patriot, MAGA, Host of The Kimberly Guilfoyle Show on Rumble 🇺🇸
Maddie @MaddieGrace00
284 Followers 77 Following
Damian Grey @Dami_an_Grey
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BrewReegs @DrewRegan7
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usman abubakar @usman609812
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Chet Sipple @SippleChet
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Siddharth Bhatnagar @Sid_PB
58 Followers 334 Following Angrezi wala@ Disney Star..Media Tumbler..Yoda Practitioner..The Monk who ate his Safari..&Yes the answer to Life, Universe & Everything,is still42 #Dealwithit
Steve C @Anthemof2112
61 Followers 163 Following father, husband, investor, sports fan, rock music. “Get busy living or get busy dying”. “Keep your head when all about you are losing theirs”
meah @meah84213006
1 Followers 49 Following
maedi @maedi
925 Followers 1K Following I find simple joys in practicing complex things - Programmatic, Digital, the Sitar & Golf. Helping marketers thrive in the 4th Industrial Age, from now to 2045.
Stocklytics.Matrix @StocklyticsCo
698 Followers 5K Following Disclaimer: All content intended for informational purposes only.
Sam S @SamS59196615
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The Industry Nerd @FilmTVNerd
63 Followers 123 Following The World of Entertainment In Byte Sized Thoughts News, analysis, random trivia, and maybe a little bit of gossip...
Jim 几亩 @JimTanaka1
253 Followers 1K Following btc ethe sol clsk nvda msft amzn goog tsla now spot abnb
Giga @gcrossover11
333 Followers 3K Following 🇬🇪 Tweets about Lakers, Real Madrid and little bit of everything
唐张老 @web3PiNetwork
157 Followers 6K Following
Brazco @Brazco118209
2K Followers 4K Following White, Christian, straight, happily married, Proud Texan, MAGA! and cold dead hands! That covers it all
michael zimmerman @michaelzimmer12
77 Followers 125 Following
หัวหิน @Jnp1912663
15 Followers 361 Following
Cecily Parsons @Cecily999ya
598 Followers 641 Following God won’t give you a good day, you have to create it yourself
Ruby 💎 @ronda23901
104 Followers 17 Following Treat yourself like someone you love Former financial analysts and auditor on wallstreet , Head of Coin market research and Coin analysis coinbase
Vic Nsomoto @Viclaurent_
22 Followers 325 Following ex- @emlyon | Co-founder : Titanium Capital | Art investor&enthusiast
IA y TICD @IAyTICD
9 Followers 134 Following
Jorge Financial @Tomas8Jorge
502 Followers 6K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value Investing
Roscoe Witham @RoscoeWitham
75 Followers 520 Following
Gerry Nolan @GerryNolan13
184 Followers 1K Following How much pain, and inconvenience, are you willing to endure to achieve your personal and professional goals (scale of 1 to 10)? Eleven!
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Daniel S. Loeb @DanielSLoeb1
124K Followers 992 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
julia alexander @loudmouthjulia
30K Followers 1K Following welcome oblivion. VP, Strategy @parrotanalytics. analyst: @PuckNews. pod: @downstreampod.
Lucas Shaw @Lucas_Shaw
33K Followers 2K Following @business, but views my own. Write a newsletter: https://t.co/4FHeSOlE4G Host a conference: https://t.co/B72rOhX2T5 Tips: [email protected]/Signal
Matthew Ball @ballmatthew
108K Followers 100 Following Entrepreneur, advisor, angel investor (not a VC), inter/national bestselling author, and TV/film/game producer. Retired wildfire fighter, active battle royaler.
Alex Sherman @sherman4949
21K Followers 1K Following CNBC media reporter. Tips to [email protected]. 49ers fan. Originally from Lexington, MA. DMs open.
Eric Seufert @eric_seufert
39K Followers 2K Following Investor, Heracles Capital: https://t.co/VMWd6QtHGI | Analyst, Mobile Dev Memo: https://t.co/d8aHtDNdC4 | Developer, Theseus: https://t.co/gW7TUlA8Le.
Matthew Belloni @MattBelloni
49K Followers 2K Following Founding partner @pucknews, host @ringer The Town, @kcrw; Ex-editor @THR, entertainment lawyer. Get my email: https://t.co/dz6BFxPrRp
Terence Kawaja @tkawaja
31K Followers 1K Following media/tech advisor, banker, contrarian, comedian - often all of the above.
Joe Flint @JBFlint
26K Followers 2K Following WSJ media reporter. Contrarian. Curmudgeon. Provocateur. "Sleep is for fools who never see the sun rise." A lifeboat in a sea of turds. Open DM: DON'T ABUSE IT.
Brandon Katz @Great_Katzby
13K Followers 2K Following Entertainment Industry Strategist @ParrotAnalytics I Past: @TheWrap @Observer I @PostCredPod & Must Watch I @HCAcritics Member I Washington Commanders Fan
Peter Kafka @pkafka
93K Followers 1K Following Chief correspondent at Business Insider. Host of Recode Media. https://t.co/Qus6KT3X6K, Monkey via @andybyday. “Someone I like reluctantly.”
Jason Kilar @jasonkilar
43K Followers 322 Following Big believer in the powers of innovation, empathy and great storytelling. Former WarnerMedia CEO. Hulu founding CEO. Amzn. Tar Heel. Proud product of the Burgh.
The Entertainment Str.. @EntStrategyGuy
10K Followers 401 Following A website breaking down the business of media and entertainment.
Ram Parameswaran @_ram_
23K Followers 5K Following Founder : Octahedron | Research : https://t.co/kw2dvBKY3P
Walter Piecyk @WaltLightShed
12K Followers 866 Following TMT analyst LightShed Partners - Partner LightShed Ventures - GP #FlyEaglesFly #LFC
Lou Paskalis 🇺🇦.. @LouPas
27K Followers 11K Following I primarily post on LinkedIn. l help marketers connect their efforts to the enterprise growth agenda and tech companies hone their narratives. #F1 fan!
Randy Meech @randyme
13K Followers 806 Following Director of Engineering for Maps at Snap. My opinions disappear from my head as soon as you read them Trying out [email protected]
Tollbit @Tollbitofficial
56 Followers 77 Following Infrastructure for the new internet. Helping websites monetize their content & data.
Norgard @BrianNorgard
88K Followers 0 Following Airchat co-founder // Ex-CPO Tinder, Norgard Capital, SpaceX/Lyft/Notion/AngelList/Airtable/eToro/StockTwits/Deel/StatMuse/DiDi/River/Alpaca/LiquidDeath/Sword/
Jonathan Schanzer @JSchanzer
52K Followers 4K Following Sr VP Research @FDD. Former @USTreasury terror finance analyst. Coiner of Schanzerisms. Author of 4 books on the Middle East. Host of FDD Morning Brief.
Tim Baysinger @tim_bays
3K Followers 603 Following Media Deals Reporter @Axios @AxiosPro. Past lives: @TheWrap @Reuters @adweek @bcbeat. Opinions are mine, but only sometimes right. Tips? [email protected]
AdTechGod 🍪 @AdtechGod
18K Followers 5K Following The Lord of RTB. God of Programmatic Prophecy. The Savior of AdTech Sinners. AdTechGod(™️)
Lauren Hirsch @LaurenSHirsch
11K Followers 2K Following Reporter at @DealBook for the @NYTimes. Formerly @CNBC @Reuters. @Cornell alum & @TuckSchool MBA. [email protected]
David Shepardson @davidshepardson
29K Followers 11K Following @Reuters reporter in DC covering transportation, aviation, autos + (anything that moves) @fcc tech Pvs @DetroitNews Michigan native. Father of three, husband
Evan Giamanco @evgiamanco
379 Followers 678 Following Proud member of the @WBD crew. Father, husband, 3rd grade science fair winner
Barsee 🐶 @heyBarsee
259K Followers 777 Following Daily tweets on the latest AI and Tech developments to stay ahead of the curve | Founder of https://t.co/bpf7Dytcqj
Caleb Kruse @clkruse
975 Followers 656 Following Working on Midjourney. Tinkering on prototypes, analyzing satellite imagery, thinking about how machines can learn, and visualizing data
Yuhuai (Tony) Wu @Yuhu_ai_
23K Followers 411 Following Co-Founder @xAI. Minerva, STaR, AlphaGeometry, AlphaStar, Autoformalization, Memorizing transformer.
Wasserman @Wasserman
35K Followers 2K Following Wasserman operates at the epicenter of sports, music, entertainment and culture, empowering clients, igniting passions and inspiring fans worldwide.
Stefano Ermon @StefanoErmon
13K Followers 362 Following Associate Professor of #computerscience @Stanford #AI #ML #Sustainability
Hannah Berner @beingbernz
74K Followers 507 Following pizza bagel / giggly squad / berner phone / tour dates ⬇️
Eric Esteban @Eric_Esteban
2K Followers 2K Following Media Relations at FOX Sports. ⚽️🏈 Prev: PR Bally (FOX) Sports FL, Miami Dade Gov. Croquetas & Cafecitos since 1983. HEAT Lifer. @UFJSchool & @BelenAlumni
Ella Irwin @ellagirwin
39K Followers 247 Following Product Integrity leader @ Stability AI, co-host of The CryRoom Podcast, dog lover. Views expressed on X are my own.
Rachel Freedman @FreedmanRach
952 Followers 224 Following RLHF, LLMS, interpretability & safety | PhD researcher @berkeley_ai | Visiting researcher @Cambridge_Uni
Dario Amodei @Dario_Amodei
2K Followers 15 Following
Zoe Weinberg @zweinberg
2K Followers 406 Following founder @ https://t.co/rsmvN1CKiO | co-host Next in Foreign Policy @FP4America | ex @AiCommission @IFC_org @GoldmanSachs
amyyong @amyyong007
19 Followers 191 Following
justindini @justindini
495 Followers 2K Following hack turned flack @ParamountCo. The views expressed here are my own.
Garrett @GRothstein1
879 Followers 622 Following LA 🌴 Posting about entertainment, social, tech, and startups. Building @Queue 📺🎥🍿 | formerly @quibi ☠️ | @birdride 🛴 | @snap 👻 | @UConn
Allen T @Mr_AllenT
17K Followers 855 Following AI Educator ✦ AI Film ✦ #Remix Ambassador ❥ Sharing AI tools, news, and art ❥ https://t.co/9UukMzaLRP
A24 @A24
1.9M Followers 1K Following 𝐍𝐎𝐖 𝐏𝐋𝐀𝐘𝐈𝐍𝐆: Civil War, The Sympathizer, Love Lies Bleeding 𝐂𝐎𝐌𝐈𝐍𝐆 𝐒𝐎𝐎𝐍: I Saw the TV Glow, MaXXXine & more
NEON @neonrated
128K Followers 617 Following 𝕎𝕒𝕥𝕔𝕙 ℕ𝕠𝕨: Stress Positions, Immaculate, La Chimera, Perfect Days ℂ𝕠𝕞𝕚𝕟𝕘 𝕊𝕠𝕠𝕟: Babes, Robot Dreams, Longlegs, Cuckoo & more
Apple Vision Pro .. @AppleVisionPro
23K Followers 2 Following Welcome to the era of spatial computing. Not affiliated with Apple Inc.
Kieran @KieranDavidBurt
305 Followers 714 Following Freelance Writer. Star Wars, Marvel and box office nerd. Contributor @SciFiction @ReadySteadyCut Previous contributor for @CBR @DorkSideOForce @indie_pendent
Ilya Pozin @ilyaNeverSleeps
13K Followers 178 Following Founder & CEO @itsfreetelly | Co-Founder @PlutoTV (acquired by @paramount)
Marc Lehman @markflowchatter
59K Followers 2K Following Instividual Trader/Investor *ALL TWEETS ARE FOR INFORMATIONAL PURPOSES ONLY *DO NOT TRADE OFF ANY OF MY INFORMATION
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Gori @GoriKailash
23 Followers 146 Following
Dara Horn @DaraHorn
5K Followers 79 Following Author of 5 novels, and essay collection People Love Dead Jews. I don't use Twitter much. I'm more likely to respond via https://t.co/HR9QM7PbY8, and to update Facebook.
Mike Hauptman @HauptmanMichael
570 Followers 376 Following AdTech • Building & Advising Startups • Bootstrapped to 8 Figures • Founder, @AdLibDSP📈 The Entire Programmatic Universe, Unlocked.
Jenn Shaffran🌻 @JenniferNatalie
907 Followers 2K Following ☮️❤️🍝. Brand Partnerships @TwitterNYC. #GirlMom
Jonathan Vankin @jonvankin
2K Followers 2K Following Writer of books, comics, screenplays, journalism and even a musical. Newest book is HOW CALIFORNIA WORKS: BUILDING DEMOCRACY IN THE GOLDEN STATE.
Rebecca Mall @rebeccamall
166 Followers 357 Following
Melanie Phillips @MelanieLatest
52K Followers 359 Following Columnist, The Times of London; author, blogger, broadcaster, public speaker.
Snap is misunderstood. Between hours of fun with my kids on filters, and the ability to identify plants, it strikes the perfect balance of fun and utility.
At dinner last night, my daughter walks in and says "Dad, Snap+ now lets you have a pet and with AI you can make it look just like our dog. Snap is killing it Dad." Snap+ has over 9 million subs, ~8% of Snap's revenue from zero a couple years ago. $SNAP @evanspiegel
More free mobile lines from $CHTR -- now for ACP subs.
PSA: There’s an error in tonight’s @PuckNews What I’m Hearing: Ari Emanuel’s total 2023 compensation is $84M, not $149M. It’s corrected in online version. Apologies and please send your pocket change to Ari. 💫💫
As always, thanks for noticing @RichLightShed!
First time @YouTube revenue growth has exceeded 20% since Q4 2021, when pandemic was still helping YouTube on Connected TV a MAJOR driver -- taking more and more share from linear TV $GOOGL
@RichLightShed @davemorgannyc @YouTube @nealmohan @tarawlevy The @nealmohan effect. First Network, then YT, next…
This is from last month
Blatant antisemitism on full display @UCLA today #UCLA The terrorists (Hamas) have won over the minds of our education system - A Jewish pig holding a bag of money? #WTF - how is this allowed? instagram.com/reel/C4y4gUvvg…
NEW: ByteDance prefers to shut down TikTok if its legal options fail in the U.S. Great scoop by Kane Wu and Julie Zhu reuters.com/technology/byt…
Dear Evan: Will Snap Seize the TikTok Opportunity? – LightShed Partners @RichLightShed lightshedtmt.com/2024/04/24/dea…
.@TMobile annouces JV with EQT that will acquire Lumos. This signals @TMobile 's commitment to enter the fiber market in a serious fashion. t-mobile.com/news/business/…
"We believe Snap should be devoting ALL possible resources to improving Spotlight and scaling up creator content to drive video time spent." +1 to @RichLightShed
“This is a very crowded space. There’s no doubt that $META is going to be a major player,” says @RichLightShed on Meta’s commitment to AI investments. “It’s not so clear right now… how you actually monetize an AI chatbot. The use case and the monetization is not clear.”
Who's ready for a little @LastCallCNBC today? Meta's monster move (the wrong way) @RichLightShed What's wrong with $NVDA? @jeffkilburg Ford's hybrid boom @Lebeaucarnews Will TikTok really shut down @realeomeedmalik and the insane story of people making big bucks by…
Worst case Live Nation/DoJ outcome might be positive for investors. $LYV The LightShed Podcast, Ep. 206. With @WaltLightShed and @RichLightShed
Zuck talking about Reality Labs and AI intertwining. But not talking about how RL going to benefit AI. Gives Meta real life input into AI models - not just text, images and video. $META
Instagram, YouTube and Snapchat stand to benefit the most from TikTok exiting the U.S market. Interesting post from @RichLightShed theorizing about Snap’s opportunity here to ramp up its TikTok competitor. lightshedtmt.com/2024/04/24/Dea…
AT&T's Stankey doesn't sound too excited about the "AI iPhone" expected later this year. 😂 $AAPL $T #ReplacementCycle
Zuck launches an AI-powered engagement flywheel. $META The LightShed Podcast, Ep. 206. With @RichLightShed and @WaltLightShed
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