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.
More Spectacles Mea Culpas; The Athletic in the New York Times; Google, Facebook, Apple, and Subscriptions
More mea culpas about Spectacles, then the CEO of The Athletic gives an explosive interview to the New York Times. Plus, more news about Google and Facebook’s subscriptions offerings, and Apple’s interference.
Gatekeepers Follow-Up, Hollywood and Venture Capital, The New York Times versus Tech
The removal of Gatekeepers should not drive the demand for new ones; then, why venture capital has a lot in common with Hollywood, which should serve as a warning. Finally, a reminder, courtesy of the New York Times, of why the Fake News campaign is dangerous.
Goodbye Gatekeepers
Harvey Weinstein was a gate-keeper — a position that existed in multiple industries, including the media. That entire structure, though, is untenable on the Internet, and that’s a good thing.
Google’s Search for the Sweet Spot
Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.
Google Ends ‘First Click Free’, Google Subscription Services, Facebook’s Publisher-Friendly Offering
Google is announcing publisher-friendly changes, particularly the end of ‘First Click Free’. However, they still want to control the consumer, unlike Facebook, which is taking a much more publisher-friendly stance. That, though, doesn’t mean it is better.
Defining Aggregators
Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.
The GDPR and Facebook and Google, Intelligent Tracking Prevention, Data Portability and Social Graphs
The GDPR will hurt Google and Facebook; it will hurt their competitors far more, which means the position of the two biggest digital ad companies will actually be strengthened. Then, why data portability won’t help build the next social network.
The Super-Aggregators and the Russians
Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs in all parts of its business.
Alexa and Cortana, Apple Moves Siri, Tim Cook’s Blindspot
Alexa and Cortana’s partnership makes sense when you consider the company’s business models, goals, and partnership impetus (and it shows why Apple and Google won’t come along). Then, why Siri’s reorganization won’t help much.