Instagram policy with regards to TikTok content shows Meta hasn’t internalized the real risk from the Chinese company; then, revisiting U.S. TikTok policy
Apple’s ATT policy is another example of a tech giant playing a quasi-government role. Then, while there may be explanations for Google’s approach, they don’t stand up to scrutiny, while Facebook gets it right with their Oversight Board.
An interview with Eric Seufert about Apple’s big overhaul of SKAdNetwork, speculating about a possible Apple Ad Network, and why we’re both optimistic about Meta’s outlook. In addition, we discuss Snap’s disastrous year, and the Unity-ironSource-AppLovin acquisition drama.
Follow-up on Instagram, TikTok, and the Three Trends, including questioning the “cool” thesis of social networks, and why China’s Internet vision is winning.
Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
The Wall Street Journal fills in important details about the run-up to ATT, including negotiations between Apple and Facebook. Then, ATT denials don’t hold water.
Apple and Amazon’s earnings, particularly the color around their advertising, suggests that there is no real replacement for Facebook ads
Snap’s earnings were bad on the surface, and worse in the details; there may, though, be some good news for Meta, both in terms of advertising and also the evolution of Instagram.
An interview with “The Metaverse” author Matthew Ball about Metaverse timing, challenges, and Netflix’s content challenges