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Podcast: Thoughts on the Market
Episode: AI, Scale and Privacy
Description: Matt Cost of the firm’s U.S. Internet team shares his key takeaways from the 2024 Morgan Stanley Technology, Media & Telecom Conference, including the online ad market’s rebound and the future of property tech.  ----- Transcript -----Welcome to Thoughts on the Market. I’m Matt Cost, from the Morgan Stanley US Internet team.Along with my colleagues bringing you a variety of perspectives, today I’ll talk about some key trends that emerged in conversations with internet companies at Morgan Stanley’s 2024 Technology Media and Telecom Conf...