Mark Mahaney ISI: Whats in store for TMT in 2025

About this episode

Mark Mahaney discusses the future of technology, media, and telecom markets in 2025, highlighting key companies and trends.

Mark is my favorite analyst and does extraordinary research on markets. He has seen multiple boom and bust cycles so if theres anyone you want to listen to on tech, media, telecom, its Mark at ISI. In this year end episode we talk about: Meta, Amazon, Google, Uber, Lyft, Booking, AI, Expedia, Pinterest, and Grab. "The year of efficiency has turned into multiple years of efficiencies...we expect this to continue...plus AI implementations driving better ROAI". Great margin stability and expansion. You NEED to have his book on your desk: "Nothing But Net" Amazon: https://a.co/d/5HfAWMp For more information on investing in the greatest brands the world has ever seen: https://www.globalbrandsmatter.com/dynamic-portfolio

People in this episode

Guest: Mark Mahaney

Topics covered

• TMT
• technology
• media
• telecom
• AI
• investing

Keywords

• Meta
• Amazon
• Google
• Uber
• Lyft
• Booking
• Expedia
• Pinterest
• Grab
• efficiency
• ROAI
• margin stability

Mentioned in this episode

Products: Nothing But Net

Books & works: Nothing But Net

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