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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Shopify Earnings, Shopify Audiences, The Shop App
Is Shopify saturating its market for merchants? There are some hints in its earnings. Then, Shopify Audiences is valuable, but Shopify has a margin problem in expanding access, and the Shop App is getting more investment.
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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.