An interview with Instacart CEO Fidji Simo about Instacart and why she believes it is a generational company.
Roblox announced an advertising platform; I’m skeptical about the value to brand advertisers, but that doesn’t mean it won’t be valuable to Roblox itself.
Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
How much of the difference between HBO and Netflix is mindset? Plus, the Big Ten’s new deal, and Disney raises prices
An interview with Eric Seufert about Apple’s big overhaul of SKAdNetwork, speculating about a possible Apple Ad Network, and why we’re both optimistic about Meta’s outlook. In addition, we discuss Snap’s disastrous year, and the Unity-ironSource-AppLovin acquisition drama.
The Wall Street Journal fills in important details about the run-up to ATT, including negotiations between Apple and Facebook. Then, ATT denials don’t hold water.
More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
Spotify’s investor day may not have convinced Wall Street, but the company provided compelling evidence its approach was working.
Diving into Apple’s CarPlay announcement suggests that Apple is more interested in recruiting car companies than in proposing something new; then, TSMC doubles down