Microsoft has substantially reworked its deal with Activision to satisfy U.K. regulators; it’s a win for the CMA, and time to consider what comes next.
Adyen, the Stripe of Europe, had its roughest earnings as a public company; the biggest takeaway is how different their business actually is
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 recent fines on Meta.
Meta makes a surprisingly small amount of money in the E.U., particularly on an ARPU basis; then, the Supreme Court signals strong support for Section 230
The E.U. fines Meta for data transfers, an issue that affects companies of all sizes. This may be rectified by an agreement, but tech scalability is still diminishing.
Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.
Mets seems to be abandoning the Quest Pro. Meanwhile, is the Quest for gaming? That the question isn’t clear — nor the answer — gets to they VR and AR remain questionable investments.
The European Commission closes on a ruling that makes sense for Apple’s App Store, and Snap launches their own OpenAI-powered chat bot
An interview with Eric Seufert about Meta’s earnings, the ATT recession, new European regulations, and the DOJ-Google antitrust case.
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.