Snap

Snap’s Apple Strategy

Monday, February 13, 2017

Snap plans to win on innovation; we’ve known for 30 years, though, that that is not always enough.
Snapchat Spectacles and the Future of Wearables

Tuesday, September 27, 2016

Creating the future is not just about technology but about creating markets. Right now Snapchat is doing that as well as anyone, which bodes well for Spectacles (but don’t count out Apple).
Snapchat’s Ladder

Wednesday, March 30, 2016

Snapchat is on the verge of conquering the toughest messaging market in the world: the United States. The way they did it is by laddering-up.

An Interview with Eric Seufert About Digital Advertising During Political Uncertainty

Thursday, April 24, 2025

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An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.
Snap Spectacles, iOS 18 Contacts Crack Down

Wednesday, September 25, 2024

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It’s not clear how Snap is justified in spending money on Spectacles, although AR does make more sense than VR. The reasons why apply to the second order effects of Apple limiting contact sharing.
Microsoft Earnings, Google Earnings, Snap Earnings

Wednesday, July 26, 2023

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Three sets of earnings, in which AI played a bit of a role, but a less important one than the company’s core products.
EU Narrows Apple Case, Snap’s My AI

Wednesday, March 1, 2023

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The European Commission closes on a ruling that makes sense for Apple’s App Store, and Snap launches their own OpenAI-powered chat bot
The Four Horsemen of the Tech Recession

Monday, February 6, 2023

Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency
Snap Earnings, What Spiegel Wouldn’t Say, Snap’s Direct Sales Reset

Monday, October 24, 2022

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Snap’s earnings were bad, and even worse when you dig into the details. It appears the company is back to the basics of ad selling (and that’s not great for Elon Musk).
An Interview With Eric Seufert About the Future of Digital Advertising

Thursday, August 18, 2022

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An interview with Eric Seufert about Apple’s big overhaul of SKAdNetwork, speculating about a possible Apple Ad Network, and why we’re both optimistic about Meta’s outlook. In addition, we discuss Snap’s disastrous year, and the Unity-ironSource-AppLovin acquisition drama.
Three Trends Follow-Up, The Question of “Cool”, TikTok and the Sinicization of the Internet

Wednesday, August 17, 2022

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Follow-up on Instagram, TikTok, and the Three Trends, including questioning the “cool” thesis of social networks, and why China’s Internet vision is winning.
Snap Earnings, Instagram Versus the Kardashians

Tuesday, July 26, 2022

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Snap’s earnings were bad on the surface, and worse in the details; there may, though, be some good news for Meta, both in terms of advertising and also the evolution of Instagram.
Snap Revenue Warning, Snap’s Direct Response Bifurcation, Broader Takeaways

Tuesday, May 24, 2022

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Snap’s revenue warning, and a closer examination of past earnings, point to a business that is much more driven by brand advertising than it is by direct response

Apple and the Frontier Labs

Snap

An Interview with Eric Seufert About Digital Advertising During Political Uncertainty

EU Narrows Apple Case, Snap’s My AI

Apple and the Frontier Labs

2026 Awards Picks, Early Playoff Thoughts, Play-In Previews and More

An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

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

OpenAI’s Memos, Frontier, Amazon and Anthropic

Apple and the Frontier Labs

2026 Awards Picks, Early Playoff Thoughts, Play-In Previews and More

An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

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