Google reduces App Store fees to 15%; its approach makes more sense than Apple’s, because it acts like the tax it is. Plus, Chinese companies skirt Apple’s rules.
Interoperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain
AppLovin’s IPO and recent acquisitions are another example of how Apple’s policies will give the edge to big players.
Google Earnings, Google’s Response to ATT, Google Cloud Losses
Google’s earnings were impressive, but the company should disclose even more. Meanwhile, the problem with following Apple’s lead on ATT is it’s anticompetitive.
An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising
A quick rumination on where Jeff Bezos and Steve Jobs were similar, and then an interview with Eric Seufert about mobile advertising and the dispute between Apple and Facebook.
Facebook’s Earnings, Zuckerberg vs. Cook, Apple and Facebook Parallels
Zooming in on Facebook’s earnings, and zooming out on the unfolding fight between Apple and Facebook and their chief executives.
Facebook and Apple, Continued; Facebook’s iOS 14 Changes; Georgia and Tech
Facebook made major changes to accommodate Apple’s iOS 14 policies, probably because Apple leveraged their control of the App Store to give them no choice. Then, the implications of the Georgia outcomes for tech.
Privacy Labels and Lookalike Audiences
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
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
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
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.