Meta Myths

Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.

Rights, Laws, and Google

Google is not bound by the Fourth, Fifth, and Sixth Amendments, but its actions in a false positive CSAM case show that it is flouting the spirit behind them.

An Interview With Eric Seufert About the Future of Digital Advertising

An interview with Eric Seufert about Apple’s big overhaul of SKAdNetwork, speculating about a possible Apple Ad Network, and why we’re both optimistic about Meta’s outlook. In addition, we discuss Snap’s disastrous year, and the Unity-ironSource-AppLovin acquisition drama.