An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
Amazon launches its streaming gaming service with a Prime tie-in; then Apple stops selling hardware in Russia, but didn’t take down the App Store. Both make sense.
Roblox’s earnings disappointed as kids went back to school; CEO David Baszucki, though, is building for the long term, and has for a long time.
Breaking down the Open App Markets Act and the ways in which Apple might seek to usurp it.
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
Breaking down Microsoft’s acquisition of Activision Blizzard, plus an interview with Microsoft Gaming CEO Phil Spencer
Follow-up on Zynga’s financials, the New York Times All Access bundle, The Athletic’s focus on quantity over quality, Facebook’s antitrust loss, and Apple’s South Korea App Store change
Take-Two buys its way into mobile, and the New York Times re-bundles.