An interview with Instacart CEO Fidji Simo about Instacart and why she believes it is a generational company.
Shopify kind-of sort-of bans “Buy With Prime”, while Meta changes its e-commerce focus on Instagram. Plus, why the China ban is bad for Nvidia’s CUDA moat.
Apple and Amazon’s earnings, particularly the color around their advertising, suggests that there is no real replacement for Facebook ads
Google search continues to be a source of strength, while YouTube’s weakness is likely because of ATT. Meanwhile, Shopify is suffering from mistaken forecasts, even as ATT’s impact becomes clearer.
An interview with Babylist founder and CEO Natalie Gordon about Babylist’s founding, her growing ambition, and why the company is a shining example of Aggregation Theory in action.
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
Shopify Audiences looks a lot like the ad product they need to build; then, Unity has a big miss, but is adamant it is a one-time problem.
Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
Amazon messed up its capacity planning and the result was a big loss; CEO Andy Jassy seems focused on scalability above everything else.
Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.