Twitter follow-up, and then looking for evidence between the lines about ATT’s impact on Google.
Netflix Earnings, Netflix’s Struggling Growth Drivers, Netflix to Explore Advertising
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.
Back to the Future of Twitter
Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.
Why Netflix Should Not Sell Ads, Elon Musk and Twitter
The obvious follow-up: Why Netflix Should Not Sell Ads. Plus, thoughts on Elon Musk’s investment in Twitter.
Why Netflix Should Sell Ads
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
The Digital Markets Act, The DMA and Advertising, Messaging Interoperability
The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.
More on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations
More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.
Shopify’s Evolution Follow-up, Spotify Acquires Chartable and Podsights
More on Shopify’s Evolution, including the waning opportunities for niche businesses. Then Spotify builds out their tiered advertising strategy.
Shopify’s Evolution
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
Google Privacy Sandbox, SDK Runtimes, On-Device Targeting
Google’s Privacy Sandbox initiative is vague but has some interesting ideas that may change the whole industry