Advertising
The most important business model for consumers.
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The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
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Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside
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Google is in hot water again, this time for ads placed against objectionable content. However, ad agencies and brands are just as responsible, and can no longer live in the past.
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Facebook has long had too much power, but Mark Zuckerberg’s expressed willingness to use said power for political ends means it’s time to consider countermeasures.
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Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.
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Netflix Earnings, Netflix’s Movie Strategy, Accretive Ads
Netflix’s earnings show that its ad business is doing even better than expected, and that its movie release strategy is right to be different.
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An Interview with The Ringer Founder and CEO Bill Simmons
An interview with The Ringer Founder and CEO Bill Simmons about his career, how the Internet has changed media, and the future of podcasts at Spotify.
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Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery
Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.
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An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization?
ESPN is exploring being a sports video Aggregator, Google shows its a services company, and Bing experiments with ads in Bing Chat
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Shopify Earnings, Shopify Audiences, The Shop App
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.
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New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership
An overview of Microsoft’s new Bing announcement, and an interview with Microsoft CTO Kevin Scott and OpenAI CEO Sam Altman about Microsoft and OpenAI’s partnership.