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An Interview with Eric Seufert About the Post-ATT Landscape

Thursday, May 19, 2022

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

Monday, May 16, 2022

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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

Wednesday, April 27, 2022

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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

Wednesday, March 30, 2022

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The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.

The Current Thing

Thursday, March 17, 2022

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

Tuesday, March 1, 2022

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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

Wednesday, February 9, 2022

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Foillow-up on Digital Advertising in 2022, plus Monday’s Daily Update about Spotify.

Digital Advertising in 2022

Tuesday, February 8, 2022

The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.

Microsoft Earnings, Microsoft Advertising, The Deflating Balloon

Wednesday, January 26, 2022

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Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.

An Interview with Google CEO Sundar Pichai

Thursday, May 20, 2021

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A discussion with Google CEO Sundar Pichai about Google as answering machine, its deals with publishers, privacy, and productivity.

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Google I/O; “Near Me”, Competition, and Innovation; Pixel and Fitbit

Microsoft Earnings, Microsoft Advertising, The Deflating Balloon

An Interview with Google CEO Sundar Pichai

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips