Social
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Follow-up: Zynga, NYT All Access, The Athletic, Facebook Antitrust, and Apple in South Korea
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
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The Great Bifurcation
Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.
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Why Subscription Twitter is a Terrible Idea, Twitter Bans Sharing Private Photos and Videos, Twitter and Free Speech
Why making Twitter into a subscription business would be a terrible idea, how Twitter’s new policy is reactionary, and how the shows how much Twitter has changed
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Twitter Has a New CEO; What About a New Business Model?
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?
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An Interview with Eric Seufert about the Impact of ATT
An interview with Eric Seufert about the impact of ATT and the future of advertising, Apple, and Facebook.
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An Interview with Mark Zuckerberg about the Metaverse
An Interview with Mark Zuckerberg about the Metaverse
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Meta
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
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Facebook Earnings, Investor Trust, Facebook Reality Labs
Facebook’s earning seemed bad, but investors responded well, thanks to the trust that Facebook has developed over the years, and demonstrated this quarter.
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Snap Earnings, Attribution and Targeting, The Supply Chain
Snap’s earnings show how the inability to measure attribution makes it hard to target ads; the big question is what this means for Facebook.
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Facebook Political Problems
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.