An interview with Eric Seufert about Mobile Dev Memo’s new business model, the prospects for streamers building advertising business model, the potential for generative AI in advertising, along with the dangers of relying too much on marketing automation, and whether or not Meta figured out ATT. We also discuss Facebook Shops and Shopify, and the E.U.’s recent fines on Meta.
Windows and the AI Platform Shift
Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.
Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles
YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.
Shopify-Amazon Follow-Up, Amazon and Pinterest, Meta Shops To Require Native Checkout
Recent announcements from Amazon and Pinterest and Meta with regards to shops show how owning conversion is essential in a post-ATT world.
The Unified Content Business Model
Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same.
The Phoenix Suns Go Over-the-Air, Fans and Franchise Valuation, Attention and Customer Acquisition
The Phoenix Suns are skipping RSN’s and broadcasting games over the air; this is the smartest thing an NBA team has done since the Internet came around.
An Interview with Replika Founder and CEO Eugenia Kuyda
An interview with Replika founder and CEO Eugenia Kuyda about relationship AI, what actually matters for consumers when it comes to chatbots, and the Replika risks and risqué.
An Interview with Adobe Chief Strategy Officer Scott Belsky
An interview with Adobe Chief Strategy Office and Executive Vice President of Design & Emerging Products Scott Belsky about generative AI, Figma, and how Adobe’s business continues to evolve.
Lyft’s Founders Exit, Uber Driver Improvements, Wrong About Aggregation
Uber appears to finally have the upper hand in its battle with Lyft, thanks to its focus on drivers; this shows they were never an Aggregator in the first place.
[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs
OpenAI is a consumer tech company, whether they intended to or not (and in contrast to Meta’s Reality Labs). Both Microsoft and OpenAI should act accordingly.