App Tracking Transparency (ATT)
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Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency
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Explaining exactly why Apple’s approach to ATT is anti-competitive
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The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
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Apple Earnings, Shopify Earnings
Apple’s earnings were fine, with a notable Services spike — is it from Google? Then, Shopify is back to the basics, and looking good for it.
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Unity’s Business Model Change, Unity’s Strategy, Unity Leadership Questions
Unity announced a sudden change to its business model. It makes some sense, but the implementation and communication were terrible, which is becoming a pattern.