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 The Ringer Founder and CEO Bill Simmons
An interview with The Ringer Founder and CEO Bill Simmons about his career, how the Internet has changed media, and the future of podcasts at Spotify.
Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery
Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.
An Interview with Deel Co-Founder and CEO Alex Bouaziz
An interview with Deel co-founder and CEO Alex Bouaziz about Deel’s growth, business model, the impact of COVID, having to get good at terminations, and the power of founder-market fit, plus the larger trends in terms of remote work and its long-term implications that Deel’s model takes advantage of.