Shopify and Amazon have finally made a deal over Buy with Prime; everyone is a winner, but it may have been Amazon that wanted it more.
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 recent fines on Meta.
An interview with me about my background, Aggregation Theory, AI, streaming, and more.
Recent announcements from Amazon and Pinterest and Meta with regards to shops show how owning conversion is essential in a post-ATT world.
Shopify is getting out of logistics, after a confusing four year journey for both the company and myself; now it has to figure out how to respond to Buy with Prime.
Is Shopify saturating its market for merchants? There are some hints in its earnings. Then, Shopify Audiences is valuable, but Shopify has a margin problem in expanding access, and the Shop App is getting more investment.
Shopify kind-of sort-of bans “Buy With Prime”, while Meta changes its e-commerce focus on Instagram. Plus, why the China ban is bad for Nvidia’s CUDA moat.
Google search continues to be a source of strength, while YouTube’s weakness is likely because of ATT. Meanwhile, Shopify is suffering from mistaken forecasts, even as ATT’s impact becomes clearer.
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
Shopify Audiences looks a lot like the ad product they need to build; then, Unity has a big miss, but is adamant it is a one-time problem.