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Palantir’s Quiet Takeover of Media’s Data Stack

Business Circle TeamBy Business Circle TeamSeptember 24, 2026No Comments15 Mins Read
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Mark: So what’s the trade’s huge story now?

Jordan: The increasing ecosystem is the central narrative. Measurement continues to be a outstanding topic of dialog as a result of for any fashionable podcast, there’s no approach to get central, apples-to-apples information about the way it’s consumed. However audiences spending lots of extremely engaged time someplace with fragmented, imperfect information is true of many types of media. We see making sense of that information as a spot the place we are able to add worth. 

Mark: How has the work of shopping for a podcast modified?

Jordan: Issues that was easy are extra complicated. Within the 1.0 period of podcasts, you went to a manufacturing firm and did a deal. Now some podcasters are well-known folks with different strains of enterprise, and the networks don’t all the time personal all of the rights. The community could promote host-read adverts, whereas one other entity sells its YouTube stock, another person sells social, and another person sells model ambassadorships.

Mark: Does that change the way you describe what ARM is?

Jordan: We speak about “audio-first creators,” as a result of “podcaster” isn’t even a helpful time period for lots of the expertise we work with now. If you wish to do a cope with TBPN, that’s a video-first present. However as an company, you by no means wish to be an order-taker. The dialog not often begins with a shopper saying, “We would like you to purchase these two podcasts.” It begins with a dialog about their targets, viewers profiles, and marketing campaign arcs, and we take a look at their different media buys earlier than making a suggestion. What we’re doing now are successfully creator partnerships.

Mark: That places you nearer to creator businesses. How do you see that market shaking out?

Jordan: Influencer businesses are unhealthy at navigating this house, which is nice, as a result of it permits companies like mine to exist. However when you requested us for the 30 most related TikTokers for a marketing campaign, we wouldn’t be as effectively outfitted to try this. If I’m a model, that fragmentation is annoying. Long run, you’ll see businesses that may assist manufacturers companion with creators anyplace alongside that spectrum, however I feel it is going to take M&A to get there.

Pulled Quotes

“We enter into the realities of different folks by means of emotion, not data, and that’s what an excellent novel does.”
Creator Barbara Kingsolver, on the ability of literature
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“The White Home is just not instituting an assault on the Free Press, one thing which I cherish.”
President Trump, defending his ban of Politico, CNN, and MS NOW
READ MORE

“In polls, voters register their displeasure with the notion that A.I. is one thing that’s taking place to us whether or not we prefer it or not.”
The New Yorker’s Gideon Lewis-Kraus, on our collective AI drawback
READ MORE

“If the eighth-richest particular person on the earth hadn’t determined his son ought to get what he desires, Warner Bros. Discovery would have been carved up and the studio offered to Netflix for a lot much less.”
Puck’s Matt Belloni, on the unusual destiny of the corporate
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