Google’s Earnings, TAC and Apple, Google’s Growing Network

Google’s crushed earnings even more than usual, and Network growth may be a big reason why. Plus, why Google continues to pay TAC, plus notes on Google coverage and “innovation” in ads.

Exponent Podcast: The Disruption Antidote

On Exponent, the weekly podcast I host with James Allworth, we discuss Why Facebook Shouldn’t Be Allowed to Buy TBH. Listen to it here.

Why Facebook Shouldn’t Be Allowed to Buy tbh

Facebook is acquiring tbh, another burgeoning social network; regulators erred in allowing the Instagram and WhatsApp acquisitions, but there is no better place to start enforcing the law than now.

Exponent Podcast: Counterfactuals

On Exponent, the weekly podcast I host with James Allworth, we discuss Goodbye Gatekeepers. Listen to it here.

Netflix Follow-up, Sonos + Alexa, MongoDB IPOs

Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.