Snap’s earnings show how the inability to measure attribution makes it hard to target ads; the big question is what this means for Facebook.
Regulators and Reality
The FTC’s new Facebook case isn’t any better than the old one, even as there are ever more questions about the potential harm of regulatory interference
Snap Earnings, Twitter Earnings, Additional Notes
Snap and Twitter’s earnings point to just how huge the digital advertising market is.
Snap Partner Summit, Spectacles AR, Scan and Minis
Snap’s Partner Summits continue to provide compelling looks into what Snap is building today, and how it connects to the future.
Context Collapse, Circles and Timing, Facebook’s Missing Platform
The ideas behind Social Networking 2.0 are not new, but the Idea Adoption Curve takes time. Plus, how Facebook missed its platform chance a decade ago.
Social Networking 2.0
Facebook and Twitter represent the v1 of Social Networking; it’s a bad copy of the analog world, whereas v2 is something unique to digital, and a lot more promising.
Facebook Sued by FTC and States, The FTC’s Case, Antitrust and Politics
Facebook clearly tried to eliminate competition by acquiring Instagram and WhatsApp, but it’s not clear they were successful, which is the question that matters in a case that is ultimately about politics and power.
Qualcomm Follow-up, Twitter Earnings, Twitter Subscriptions?
It matters that Qualcomm is a U.S. company. Then, why Twitter is struggling with advertising, and what a subscription product might look like.
Microsoft and TikTok, The Microsoft Angle, The TikTok Angle
Understanding what is happening with Microsoft’s bid for TikTok, why the enterprise company would do the deal, and the implications for TikTok, Facebook, and others.
Xi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited
A follow-up to The TikTok War, including Xi Jinping’s ideology, Facebook’s blindspot, and why TikTok should be compared to YouTube.