H1 2026 PART 1: BUBBLES, BALLS, & BIG AGGREGATION
AI infrastructure is now two-thirds of US GDP with 90% of companies investing in it reporting almost no ROI, and the media industry is frozen in place waiting for a merger that may never close. Happy H1.
This is the Season 2 finale of the Media Odyssey Podcast (split across two parts) with a deep dive into H1 2026. Evan and Marion zoom out on the biggest trends of the year so far they haven’t covered yet: the AI investment bubble, the creator economy's growing pains, the state of kids' content, and the measurement crisis at the heart of the streaming and social media landscape. It's one of…
The skinny
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