Instagram

Instagram, TikTok, and the Three Trends

Tuesday, August 16, 2022

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

Wednesday, July 7, 2021

Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.
The Audacity of Copying Well

Wednesday, August 3, 2016

Instagram copied Snapchat, and that’s a good thing: differentiation is about far more than features, and this is Facebook’s best shot at holding off Snapchat.

An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift

Thursday, August 17, 2023

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An interview with Eugene Wei about Elon Musk’s critical mistake with Twitter, the questionable prospects for Threads, and what Taylor Swift and other communal experiences say about the commoditization wrought by technology.
Meta Earnings, AI in Meta’s Business, Reality Labs Reality

Monday, July 31, 2023

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Meta is already reaping the benefits from AI, even as its metaverse investments seem harder than ever to justify
Threads and the Social/Communications Map

Tuesday, July 11, 2023

Understanding Threads and its threat to Twitter means understanding the current landscape of social media.
An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation

Thursday, May 25, 2023

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An interview with Eric Seufert about Mobile Dev Memo’s new business model, the prospects for streamers building advertising business model, the potential for generative AI in advertising, along with the dangers of relying too much on marketing automation, and whether or not Meta figured out ATT. We also discuss Facebook Shops and Shopify, and the E.U.’s…
Shopify-Amazon Follow-Up, Amazon and Pinterest, Meta Shops To Require Native Checkout

Tuesday, May 9, 2023

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Recent announcements from Amazon and Pinterest and Meta with regards to shops show how owning conversion is essential in a post-ATT world.
Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

Tuesday, March 14, 2023

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Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.
An Interview with Kevin Systrom and Mike Krieger About Artifact

Thursday, February 23, 2023

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An interview with Kevin Systrom and Mike Krieger about Artifact, their new app that is widely available today. Plus, what they learned from Instagram, revisiting the Facebook acquisition, and the future of social media.
Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization

Tuesday, February 7, 2023

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The search slowdown in Google’s earnings raises questions without clear answers. Then, YouTube is trying to be an Aggregator, and putting pressure on Meta with its Shorts monetization plan.
An Interview with Eric Seufert About Meta’s Earnings and the Google-DOJ Case

Thursday, February 2, 2023

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An interview with Eric Seufert about Meta’s earnings, the ATT recession, new European regulations, and the DOJ-Google antitrust case.
Twitter’s Link Ban, Network Portability, China and the Trailing Edge

Monday, December 19, 2022

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Twitter’s link ban is not a new tactic to the company, or the industry, and shows where regulation goes wrong. Then, China doubles down on trailing edge semiconductor capacity.

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Instagram

Shopify-Amazon Follow-Up, Amazon and Pinterest, Meta Shops To Require Native Checkout

Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips