App Tracking Transparency (ATT)
-
Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency
-
Explaining exactly why Apple’s approach to ATT is anti-competitive
-
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
-
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.
-
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.
-
AppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot
More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.