App Stores – Page 10 – Stratechery by Ben Thompson

Spotify Audiobooks, Audiobook Business Models, Limitations and Skepticism

Wednesday, September 28, 2022

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.

Roblox Ads, Walmart Land, Internal Economies

Tuesday, September 27, 2022

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Roblox announced an advertising platform; I’m skeptical about the value to brand advertisers, but that doesn’t mean it won’t be valuable to Roblox itself.

The Services iPhone

Thursday, September 8, 2022

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

Wednesday, September 7, 2022

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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.

Apple and Property Rights, On Google’s Non-Response, The Facebook Oversight Board

Tuesday, August 30, 2022

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Apple’s ATT policy is another example of a tech giant playing a quasi-government role. Then, while there may be explanations for Google’s approach, they don’t stand up to scrutiny, while Facebook gets it right with their Oversight Board.

An Interview With Eric Seufert About the Future of Digital Advertising

Thursday, August 18, 2022

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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.

Instagram, TikTok, and the Three Trends

Tuesday, August 16, 2022

Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.

Apple and Facebook’s Pre-ATT Negotiations, Timing and Documentation, ATT’s Impact

Monday, August 15, 2022

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The Wall Street Journal fills in important details about the run-up to ATT, including negotiations between Apple and Facebook. Then, ATT denials don’t hold water.

AppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot

Wednesday, August 10, 2022

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More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.

Apple Earnings, Apple’s New Advertising Slots, Amazon Earnings

Tuesday, August 2, 2022

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Apple and Amazon’s earnings, particularly the color around their advertising, suggests that there is no real replacement for Facebook ads

The Opening Week in Review, Nuggets Darkness and Eastern Conference Angst, A True Catastrophe for OKC

The Opening Week in Review, Nuggets Darkness and Eastern Conference Angst, A True Catastrophe for OKC

The End of the Internet

Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

Meta Earnings, Muse and the Frontier, Musebook

Anthropic S-1, The Cost of Compute, Who Is Paying?

Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

The Opening Week in Review, Nuggets Darkness and Eastern Conference Angst, A True Catastrophe for OKC

The End of the Internet

Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

An Interview with Craig Moffett About SpaceX and Bubbles