Rich Greenfield, LightShed 🔦

LightShed’s Top 20 TMT Predictions and Events to Watch for in 2026
@WaltLightShed @BrandoLightShed
@RichLightShed @LightshedTMT
lightshedtmt.com/2026/01/05/lig…

"Brand advertising becomes more important in an AI world"

-- says @OpenAI Benji Shomair interviewed by @tkawaja @LUMA_partners

#DMSbyLuma

Fascinating how @Fanatics is building it's brand

- started with sports merch
- collectibles (trading cards) explode
- sports betting
- live events: Fanatics Fest
- now credit card that looks like trading card that earns fan cash for other fanatics biz

Fanatics flywheel in action...

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

$FOXA surprises and closes $ROKU transaction several months earlier than expected