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
Facebook and XROS, XROS vs VROS, Why VROS
Facebook is moving forward with the Android-derived VROS instead of the brand new AROS.
AWS re:Invent, re:Invent Announcements of Interest
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
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?
Microsoft and the Metaverse
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity