Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.
Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions
Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.
Shopify’s Evolution Follow-up, Spotify Acquires Chartable and Podsights
More on Shopify’s Evolution, including the waning opportunities for niche businesses. Then Spotify builds out their tiered advertising strategy.
Shopify’s Evolution
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
Digital Advertising in 2022
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
Meta’s Earnings, Facebook’s Three Challenges, Financial Versus Existential Risks
Meta’s earnings were a perfect storm of challenges facing the company.
Follow-up: Zynga, NYT All Access, The Athletic, Facebook Antitrust, and Apple in South Korea
Follow-up on Zynga’s financials, the New York Times All Access bundle, The Athletic’s focus on quantity over quality, Facebook’s antitrust loss, and Apple’s South Korea App Store change
Twitter Has a New CEO; What About a New Business Model?
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?
An Interview with Eric Seufert about the Impact of ATT
An interview with Eric Seufert about the impact of ATT and the future of advertising, Apple, and Facebook.
About the Interview, The Metaverse and VR, Why Not a Startup?
How I approached the interview with Zuckerberg, why the metaverse is really about VR, and then a discussion of Facebook’s competitors.