Media Value Decline

A significant decline in value is anticipated for both old and new media companies, with major players like TikTok and Apple TV competing fiercely for advertising dollars. While the big three may manage to weather the storm through cost-cutting measures, Airbnb stands out as a strong performer, benefiting from direct traffic and high margins, unlike traditional hospitality brands. Additionally, meta is seen as undervalued, suggesting potential for recovery amidst broader market challenges.