Data and Definitions

Explaining exactly why Apple’s approach to ATT is anti-competitive

Warner Bros. Discovery

Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.

Meta Earnings, Meta Spending, AI Costs and Moats

Meta’s earnings weren’t that great, but expectations were worse. Then, why Meta and Google are well-positioned for a future with less data.