Meta’s earnings showed that all of Meta’s Myths were, in fact, myths. Plus, how LLMs can benefit Meta ad products, and why Meta might open source more AI models.
Apple, Epic, and the Court of Appeals; Apple’s Federal Victory; Epic’s California Win
Apple seems to have won the Appeals Court case in the Epic antitrust lawsuit, but there was a meaningful victory for developers when it comes to the App Store’s anti-steering provision.
Shopify Earnings, Shopify Audiences, The Shop App
Is Shopify saturating its market for merchants? There are some hints in its earnings. Then, Shopify Audiences is valuable, but Shopify has a margin problem in expanding access, and the Shop App is getting more investment.
EU Narrows Apple Case, Snap’s My AI
The European Commission closes on a ruling that makes sense for Apple’s App Store, and Snap launches their own OpenAI-powered chat bot
Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization
The search slowdown in Google’s earnings raises questions without clear answers. Then, YouTube is trying to be an Aggregator, and putting pressure on Meta with its Shorts monetization plan.
The Four Horsemen of the Tech Recession
Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency
An Interview with Eric Seufert About Meta’s Earnings and the Google-DOJ Case
An interview with Eric Seufert about Meta’s earnings, the ATT recession, new European regulations, and the DOJ-Google antitrust case.
Meta’s EU Fine; First-Party versus Third-Party Data, Redux; The EU’s First Party Imposition
The EU’s latest ruling against Meta is different than ATT because it is an attack on first party data and a company’s ability to make money.
FTC Fines Epic, Netflix Ads, YouTube and the NFL
Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.
The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness
The impact of the Digital Markets Act on App Stores and messaging.