Explaining exactly why Apple’s approach to ATT is anti-competitive
An Interview with Michael Nathanson About Streaming and Digital Advertising
An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
An Interview with Eric Seufert About the Post-ATT Landscape
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
Meta Earnings, Meta Spending, AI Costs and Moats
Meta’s earnings weren’t that great, but expectations were worse. Then, why Meta and Google are well-positioned for a future with less data.
Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok
DALL-E, the Metaverse, and Zero Marginal Content
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.
Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions
Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.
Shopify’s Evolution Follow-up, Spotify Acquires Chartable and Podsights
More on Shopify’s Evolution, including the waning opportunities for niche businesses. Then Spotify builds out their tiered advertising strategy.
Shopify’s Evolution
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
Digital Advertising in 2022
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.