App Stores

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

Tuesday, August 30, 2022

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

Meta Earnings, Reasons for Optimism, Meta Changes

Thursday, July 28, 2022

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Meta’s earnings, reason for optimism, and the company’s changing moats

Google Earnings, YouTube Growth Strategies, Shopify Layoffs and Earnings

Wednesday, July 27, 2022

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Google search continues to be a source of strength, while YouTube’s weakness is likely because of ATT. Meanwhile, Shopify is suffering from mistaken forecasts, even as ATT’s impact becomes clearer.

Snap Earnings, Instagram Versus the Kardashians

Tuesday, July 26, 2022

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Snap’s earnings were bad on the surface, and worse in the details; there may, though, be some good news for Meta, both in terms of advertising and also the evolution of Instagram.

More on Unity and ironSource, Developer Discontent, Tactics and Execution

Monday, July 18, 2022

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Unity’s ironSource acquisition makes sense in isolation, but there are reasons to be concerned about the overall direction of the company.

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

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

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

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

Google Earnings, YouTube Growth Strategies, Shopify Layoffs and Earnings

More on Unity and ironSource, Developer Discontent, Tactics and Execution

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips