An Interview With Eric Seufert About the Future of Digital Advertising

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.

Instagram, TikTok, and the Three Trends

Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.

Snap Earnings, Instagram Versus the Kardashians

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.