Networks
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Instagram, TikTok, and the Three Trends
Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
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Apple and Facebook’s Pre-ATT Negotiations, Timing and Documentation, ATT’s Impact
The Wall Street Journal fills in important details about the run-up to ATT, including negotiations between Apple and Facebook. Then, ATT denials don’t hold water.
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Meta Earnings, Reasons for Optimism, Meta Changes
Meta’s earnings, reason for optimism, and the company’s changing moats
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Snap Earnings, Instagram Versus the Kardashians
Snap’s earnings were bad on the surface, and worse in the details; there may, though, be some good news for Meta, both in terms of advertising and also the evolution of Instagram.
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The Uber Files, Musk Tries to Dump Twitter, Musk and the Hero Paradox
Uber raises philosophical questions about ends versus means; Elon Musk’s actions with Twitter raise similar questions.
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Zero-COVID and Free Speech
Zero-COVID is possible, but few of us in the West are willing to pay the costs; the exact same reasoning applies to free speech; in both cases China-lite is the worst possible strategy.
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Snap Revenue Warning, Snap’s Direct Response Bifurcation, Broader Takeaways
Snap’s revenue warning, and a closer examination of past earnings, point to a business that is much more driven by brand advertising than it is by direct response
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An Interview with Eric Seufert About the Post-ATT Landscape
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
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Musk, Twitter, and Bots; Bot Experience; Bot Science
Elon Musk may be trying to renegotiate his Twitter deal by citing bots; all available evidence suggests that Twitter’s number is not only accurate, but conservative.
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Meta Earnings, Meta Spending, AI Costs and Moats
Meta’s earnings weren’t that great, but expectations were worse. Then, why Meta and Google are well-positioned for a future with less data.