Social
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Apple Earnings, Microsoft and LinkedIn
Apple has another great quarter — is it sustainable? Then, LinkedIn’s growth shows just how much digital advertising is growing.
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Snap Earnings, Twitter Earnings, Additional Notes
Snap and Twitter’s earnings point to just how huge the digital advertising market is.
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Instagram Exclusive Content, Value Chain Conflicts, Facebook Bulletin
Exclusive Content on Instagram, like Super Tweets, is a compelling product for both the company and creators. It’s also why Bulletin is more compelling than it seems.
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Instagram’s Evolution
Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.
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Facebook Complaint Dismissed; Anti-Monopoly vs. Antitrust, Revisited; Where Facebook Lost
Facebook had a good day in court, but there was still one big reason to be concerned.
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The Cicilline Salvo
A package of new proposed laws for regulating tech companies are in part a negotiating ploy, but also an indicator of change.
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Passport Update, F8 Refresh, Trump Ends Blog
F8 was all about developers, and there is reason to believe that Facebook is serious about building a real platform, particularly on messaging.
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Snap Partner Summit, Spectacles AR, Scan and Minis
Snap’s Partner Summits continue to provide compelling looks into what Snap is building today, and how it connects to the future.
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Market-Making on the Internet
More and more opportunities on the web come from market marking, not for advertisers, but for real goods and services paid for with real money.
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Facebook Earnings; ATT’s Impact; COVID, VR/AR, and Optionality
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.