An interview with Eric Seufert about Meta’s earnings, the ATT recession, new European regulations, and the DOJ-Google antitrust case.
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.
Elon Musk’s Twitter Blue proposal seems reasonable, and the company is not in as dire financial straits as reported. Then, revisiting the idea of a Twitter business model pivot, and why Apple’s services revenue is so impressive.
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.
Unity’s ironSource acquisition makes sense in isolation, but there are reasons to be concerned about the overall direction of the company.
Unity’s merger with ironSource makes lots of sense, plus more on live sports and the Internet, and tough questions raised by Elon Musk and Uber
Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop
An overview of Niantic’s new developer platform, and an interview with Niantic founder John Hanke about the company’s history and future
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix