Warner Bros. Discovery and the NBA, The Zaslav Doctrine

Warner Bros. Discovery is clearly still interested in the NBA, Twitter chatter notwithstanding; then, the Zaslav doctrine about content becomes clearer.

Musk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings

Elon Musk’s Twitter Blue proposal seems reasonable, and the company is not in as dire financial straits as reported. Then, revisiting the idea of a Twitter business model pivot, and why Apple’s services revenue is so impressive.

Meta Myths

Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.

Roblox Ads, Walmart Land, Internal Economies

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.

The Services iPhone

Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.

An Interview With Eric Seufert About the Future of Digital Advertising

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.