Partner & TMT Analyst LightShed Partners, GP LightShed Ventures, Media Futurist & Co-Host: The LightShed Podcast. Sites/Social: https://xitter.gq/t.co/9u1Ibhj4TO
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Joined June 2008
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LightShed’s Top 20 TMT Predictions and Events to Watch for in 2026
@WaltLightShed @BrandoLightShed
@RichLightShed @LightshedTMT
lightshedtmt.com/2026/01/05/…
Interesting @Muse comment from @DinaPowellMcC tied to AI and this week's elections
"The people that are using it [muse] are actually people that have never used AI before..."
"One of the things that that came out of the polling last night was that people that use AI are much more favorable on AI." $META @WSJ
Rich Greenfield, LightShed 🔦 retweeted
$CHTR says it has "some of the lowest churn that we've ever had." We can’t check that. Charter doesn’t disclose churn. We can check this. No broadband sub growth since Q3 2023.
$ROKU is being acquired by $FOXA in a deal valued around $22 billion, including debt. @RichLightShed outlines what it means for the industry: cnb.cx/4uEUjZQ
If you click "Not interested in this ad" on @X, it actually does nothing
It keeps showing you the ad repeatedly
Only solve is to block the account
Tuesday's blue tsunami in Texas, Ohio and Georgia flips the question: what if demand shows up before the compute does?
Read @BrandoLightShed thoughts 👇
What Does the Blue Tsunami Mean for Anthropic? lightshedtmt.com/2026/11/04/… $ANT
Beastmode Adam Foroughi $APP
Following @AppLovin’s Q3 earnings beat, the adtech giant is now worth roughly as much as @Snap, @Pinterest, @TheTradeDesk, @magnite, the @Lakers, the @dallascowboys, and the @Yankees. Combined.
More on what this means for #bigtech and #adtech on the next @The_ADSN.
Rich Greenfield, LightShed 🔦 retweeted
What Does the Blue Tsunami Mean for Anthropic? lightshedtmt.com/2026/11/04/… $ANT
Love @petersellis running product @X
I've only been at X for a couple of weeks, but there's one thing that is really critical to understand:
This team is full of technical, creative, dedicated people (like @yagiznizipli and his team) focused on three things above all:
1. The performance of the X service, such that X loads quickly and works well;
2. The safety of our community, such that we are free from abuse and hate;
3. The prevention of spam, particularly bots and AI, to keep the platform authentic.
These are all forever battles, but we are committed to them. You'll see more and more of the team posting about these improvements — particularly around performance and AI spam/bots.
Regardless of politics, we all saw X at its best over the last 24 hours. By focusing on the fundamentals, this platform will continue to be the best place for what's happening now.
⚡️ Features Hits Instagram Explore Page and Instagram App on Apple TV ⚡️ $META
lightshedtmt.com/lightning/f…
Reddit's overdue walled-garden shift will surprise the skeptics $RDDT
The LightShed Podcast Ep. 338. With @BrandoLightShed and @WaltLightShed
Maverick got his deal. Now comes the dogfight. YouTube TV wants skinnier bundles. And ~$80B of debt does not leave a lot of wiggle room.
Can David Ellison afford to go dark in carriage battles? Nine questions for Skydance’s first earnings call
$SKYD
lightshedtmt.com/2026/11/03/…
Maverick got his deal. Now comes the dogfight.
YouTube TV wants skinnier bundles. And ~$80B of debt does not leave a lot of wiggle room.
Can David Ellison afford to go dark in carriage battles? Nine questions for Skydance’s first call
$SKYD
lightshedtmt.com/2026/11/03/…
Rich Greenfield, LightShed 🔦 retweeted
The Company in Anthropic’s S-1 Is Already Gone lightshedtmt.com/2026/11/03/… $ANT
Looking forward to @EventualNews @keendawg live election night coverage starting at 5:30 pm ET today
the 1st media company built around prediction markets
youtube.com/watch?v=YdeJGLKZ…
Rich Greenfield, LightShed 🔦 retweeted
The cuts keep coming.
Disney is moving toward thousands of job cuts with the entertainment giant asking some managers to target 20% in annual cost savings, according to people familiar with the matter. bloomberg.com/news/articles/…
👀 ==> Interesting comment on mobile gaming from @Apple $AAPL heading into earnings later this week from @AppLovin $APP and @unity $U both of which benefit from mobile game advertising
