App Stores – Page 7 – Stratechery by Ben Thompson

Netflix Earnings, Netflix’s Licensing Pitch, Netflix Gaming Revisited

Monday, October 23, 2023

Netflix’s earnings seemed targeted at other Hollywood Studios losing money on streaming; then, why gaming isn’t a completely terrible idea (and how it works in the App Store)

Unity CEO Out, Microsoft Owns Activision

Monday, October 16, 2023

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John Riccitiello is out as Unity’s CEO, but the circumstances of his exit may have done the company a favor. Then, Microsoft finally owns Activision, and the outlines of the deal are a win for everyone except the FTC.

An Interview with Eric Seufert About Unity, Regulation, and Streaming Advertising

Thursday, October 5, 2023

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An interview with Eric Seufert about Unity’s recent business model changes and what that says about the state of mobile advertising, for-pay social networks, and the prospects for advertising on streaming services.

Unity’s Business Model Change, Unity’s Strategy, Unity Leadership Questions

Monday, September 18, 2023

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Unity announced a sudden change to its business model. It makes some sense, but the implementation and communication were terrible, which is becoming a pattern.

Meta Earnings, AI in Meta’s Business, Reality Labs Reality

Monday, July 31, 2023

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Meta is already reaping the benefits from AI, even as its metaverse investments seem harder than ever to justify

Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints

Monday, June 12, 2023

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Reddit is facing a revolt, which is in part due to an issue with 3rd-party app developers, but ultimately an issue downstream from Reddit’s reliance on unpaid workers.

An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation

Thursday, May 25, 2023

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An interview with Eric Seufert about Mobile Dev Memo’s new business model, the prospects for streamers building advertising business model, the potential for generative AI in advertising, along with the dangers of relying too much on marketing automation, and whether or not Meta figured out ATT. We also discuss Facebook Shops and Shopify, and the E.U.’s…

An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference

Thursday, May 18, 2023

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An interview with me about my background, Aggregation Theory, AI, streaming, and more.

[FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta

Wednesday, May 10, 2023

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Meta open-sourced another model: is there any differentiation in closed source? Plus, why Meta and Apple can never escape each other, but why Meta might want to cut out Amazon.

Shopify-Amazon Follow-Up, Amazon and Pinterest, Meta Shops To Require Native Checkout

Tuesday, May 9, 2023

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Recent announcements from Amazon and Pinterest and Meta with regards to shops show how owning conversion is essential in a post-ATT world.

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