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.

Data and Definitions

Explaining exactly why Apple’s approach to ATT is anti-competitive