Thread · 2 tweets · 1 Jan 2020

Replying to @kevinwlordbarry and @Carnage4Life, @Noahpinion

That's an interesting chart, thanks. One thing that seems strange (but maybe I'm reading it wrong) is that a lot of spend that I believe is typically targeted seems to be at least in part on the "random people will buy" side.
I don't think there's a bubble in online advertising, but there could be a bubble in behavioural. It could be ROI-positive and overpriced. A shift in spend within digital channels would definitely burst *some*bubbles 😁