On today's episode, we discuss whether connected TV (CTV) ads are living up to the hype, what to make of the Twitter deal being put on hold, what Facebook's retirement plan may be, where Big Tech goes from here, the impact of Klarna's new "Virtual Shopping" service, an unpopular opinion about market cap, some stats about American travelers, and more. Tune in to the discussion with our director of forecasting Oscar Orozco and analysts Paul Verna and Blake Droesch.