The EU’s latest ruling against Meta is different than ATT because it is an attack on first party data and a company’s ability to make money.
Spotify Earnings, Spotify Exclusives, Spotify vs. Apple
Spotify’s earnings were solid, although I am more skeptical of its podcast exclusive strategy than ever. Plus, Apple continues to act anti-competitively, this time in e-books.
Two Apple Items, Twitter Cash Flow, Twitter Versus Advertisers
Two Apple updates about ATT and China, then, more on Twitter’s cash flow situation, and Elon Musk discovers that freedom is often structural
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.
Google Earnings, Gaming’s Warning Light, Google’s Costs
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.
Snap Earnings, What Spiegel Wouldn’t Say, Snap’s Direct Sales Reset
Snap’s earnings were bad, and even worse when you dig into the details. It appears the company is back to the basics of ad selling (and that’s not great for Elon Musk).
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.
Shopify vs. Buy With Prime, Instagram Shopping, CUDA and China
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.