Pinterest

An Interview with Eric Seufert About Unity, Regulation, and Streaming Advertising

Thursday, October 5, 2023

An interview with Eric Seufert about Unity’s recent business model changes and what that says about the state of mobile advertising, for-pay social networks, and the prospects for advertising on streaming services.

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

Tuesday, May 9, 2023

Listen to Podcast

Recent announcements from Amazon and Pinterest and Meta with regards to shops show how owning conversion is essential in a post-ATT world.

Pinterest S-1, Zoom S-1, The Enterprise-Consumer Flip-Flop

Monday, March 25, 2019

Pinterest’s S-1 shows why too much funding can be bad for startups, while Zoom’s S-1 shows the benefits the come from being great. That, by extension, is a result of the enterprise and consumer markets flip-flopping.

Nest’s Secret Microphone, YouTube and the Pollyanish Assumption — Again, Pinterest and Anti-Vaxxers

Thursday, February 21, 2019

Nest’s secret microphone shows that privacy still isn’t a priority at Google, and there is a connection to YouTube’s latest scandal. Then, what Pinterest gets right about a very hard problem.

Google Launching Buy Button, Instagram’s E-Commerce Possibilities, Pinterest’s Challenges

Monday, May 18, 2015

This daily update analyzes the news that Google will launch a buy button for some mobile searches, and in that context moves to a discussion of e-commerce on Instagram and Pinterest.

Daily Update: Sony Launches PlayStation Vue TV Service, Pinterest Valued at $11 Billion, The Pangea Alliance

Thursday, March 19, 2015

Daily Update: Christmas Gifts for Startups

Tuesday, December 30, 2014

Publishers and the Smiling Curve

Tuesday, October 28, 2014

Publishers used to live at the point of integration. The value of that integration, though, is gone with the Internet, which means value flows to suppliers and aggregators.

Daily Update: Xiaomi Releases Tablet, Pinterest Raises $200m, Zendesk IPOs

Friday, May 16, 2014

Daily Update: Pinterest Promoted Pins, ISPs and Net Neutrality, The Right to Be Forgotten

Wednesday, May 14, 2014

How to Miss a Free Throw, The Biggest Top 100 Disappointments, Expansion is Afoot (Again)

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

Daily Update: Sony Launches PlayStation Vue TV Service, Pinterest Valued at $11 Billion, The Pangea Alliance

Publishers and the Smiling Curve

How to Miss a Free Throw, The Biggest Top 100 Disappointments, Expansion is Afoot (Again)

LLM Paradigm Changes

Spo and Bam and a Basketball Betrayal, An SGA Early Warning System, Kawhi, Luka and The Other MVP Candidate

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

An Interview with Robert Fishman About the Current State of Hollywood

Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense

How to Miss a Free Throw, The Biggest Top 100 Disappointments, Expansion is Afoot (Again)

LLM Paradigm Changes

Spo and Bam and a Basketball Betrayal, An SGA Early Warning System, Kawhi, Luka and The Other MVP Candidate

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

An Interview with Robert Fishman About the Current State of Hollywood

An Interview with Gregory Allen About Anthropic and the U.S. Government