App Tracking Transparency (ATT)

The Four Horsemen of the Tech Recession

Monday, February 6, 2023

Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency
Data and Definitions

Tuesday, June 21, 2022

Explaining exactly why Apple’s approach to ATT is anti-competitive
Digital Advertising in 2022

Tuesday, February 8, 2022

The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.

Privacy Labels and Lookalike Audiences

Tuesday, December 8, 2020

Apple’s position on privacy seems unimpeachable, but it ignores trade-offs, and risks a bad outcome for the Internet as a whole.
A Sixth Lesson from Dave Chappelle; Facebook and Apple, Continued; Facebook Acquires Kustomer

Tuesday, December 1, 2020

One more lesson from Dave Chappelle, this time about how the old order are all playing the same game. Apple seems to prefer that game, even if Facebook has helped them win at the new one.
Facebook’s iOS 14 Announcement, Understanding the IDFA, The Real Showdown

Thursday, August 27, 2020

What was interesting about Facebook’s iOS 14 announcement was not what it said about the IDFA, but what it didn’t say about Apple’s broader policies.
Facebook’s Earnings, Apple’s Ad Exception, Facebook’s Headwinds

Tuesday, August 11, 2020

Facebook’s earning highlighted the resiliency of its business, but also its vulnerability to Apple. It now appears that Apple is going after Facebook revenue directly.

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment