App Stores – Page 10 – Stratechery by Ben Thompson

Shopify vs. Buy With Prime, Instagram Shopping, CUDA and China

Wednesday, September 7, 2022

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

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.

Prices and Specs

Prices and Specs

(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving

The Knicks Are NBA Champions, The Most Enjoyable Title Winners Since 2010, Wemby Crashes Back to Earth

The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor

Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works

An Interview with Ben Bajarin About Apple, AI, and Compute

Prices and Specs

(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving

The Knicks Are NBA Champions, The Most Enjoyable Title Winners Since 2010, Wemby Crashes Back to Earth

An Interview with Michael Morton About E-Commerce in the Age of AI

An Interview with Ben Bajarin About Apple, AI, and Compute

An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies