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 the Post-ATT Landscape

Thursday, May 19, 2022

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An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
An Interview with Eric Seufert about the Impact of ATT

Thursday, November 4, 2021

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An interview with Eric Seufert about the impact of ATT and the future of advertising, Apple, and Facebook.
Snap Earnings, Attribution and Targeting, The Supply Chain

Monday, October 25, 2021

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

Wednesday, September 1, 2021

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

Tuesday, July 27, 2021

Snap and Twitter’s earnings point to just how huge the digital advertising market is.
Snap Partner Summit, Spectacles AR, Scan and Minis

Monday, May 24, 2021

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

Wednesday, December 16, 2020

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

Tuesday, December 15, 2020

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

Thursday, December 10, 2020

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?

Thursday, August 13, 2020

It matters that Qualcomm is a U.S. company. Then, why Twitter is struggling with advertising, and what a subscription product might look like.

An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids

Snap

An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids

Will AI Disrupt Apple?

(Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods

An Interview with Asymco’s Horace Dediu About Apple at 50

Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security

Spring Break

An Exclusive Hornets-Suns Report and Mail on LeBron, Wemby, the Pistons, ABS in the NBA, Bulls Fandom for Kids

Will AI Disrupt Apple?

(Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing