Spotify is now selling audio books, but with an analog business model that is further hampered by Apple. The limitations aren’t Spotify’s fault, but do limit upside.
Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
An interview with Eric Seufert about Apple’s big overhaul of SKAdNetwork, speculating about a possible Apple Ad Network, and why we’re both optimistic about Meta’s outlook. In addition, we discuss Snap’s disastrous year, and the Unity-ironSource-AppLovin acquisition drama.
Apple and Amazon’s earnings, particularly the color around their advertising, suggests that there is no real replacement for Facebook ads
Explaining exactly why Apple’s approach to ATT is anti-competitive
Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
Amazon launches its streaming gaming service with a Prime tie-in; then Apple stops selling hardware in Russia, but didn’t take down the App Store. Both make sense.