Google search continues to be a source of strength, while YouTube’s weakness is likely because of ATT. Meanwhile, Shopify is suffering from mistaken forecasts, even as ATT’s impact becomes clearer.
Browsers and Regulation; Thin Platforms, Bundling, and Unbundling
The lessons regulators should learn from the Microsoft antitrust case, and how Thin Platforms are part of the unbundling and bundling cycle.
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.
Google I/O; “Near Me”, Competition, and Innovation; Pixel and Fitbit
This year’s Google I/O built on last year’s focus in a way that lends credence to Google’s longer-term goals. Plus, Pixel hardware and the problem of design by regulation.
Twitter Follow-Up, Google Earnings, ATT and Google
Twitter follow-up, and then looking for evidence between the lines about ATT’s impact on Google.
The Digital Markets Act, The DMA and Advertising, Messaging Interoperability
The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.
The Current Thing
If businesses are subject to Aggregation Theory, then so are ideas: this is the root of the “The Current Thing” meme, and it should drive a re-evaluation of how we think about moderating content on the Internet.
Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions
Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.
Digital Advertising Follow-up, Spotify-Rogan Follow-up
Foillow-up on Digital Advertising in 2022, plus Monday’s Daily Update about Spotify.
Digital Advertising in 2022
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.