Discover and read the best of Twitter Threads about #doubleclick
Most recents (4)
The DoJ's antitrust lawsuit against #Google triggered an avalanche of pearl-clutching editorials from establishment lawyers and economists who argue that such a move is both counterproductive and legally incoherent. 1/ 
If you'd like an essay-formatted version of this thread to read or share, here's a link to it on pluralistic.net, my surveillance-free, ad-free, tracker-free blog:
pluralistic.net/2023/02/13/the… 2/
pluralistic.net/2023/02/13/the… 2/
These Very Bad Takes are only to be expected, since they emanate from ideologues who volunteered to serve as Renfields for vampiric monopolists. 3/
1/ Thread: $SPOT Deep Dive
80 pg. slide deck here 👉🏼 patient-capital.de/s/SPOT.pdf
In this thread I'll walk you through my assumptions for the bear, base and bull case for Spotify.
The deck has seven chapters, starting with "SPOT AT A GLANCE".
80 pg. slide deck here 👉🏼 patient-capital.de/s/SPOT.pdf
In this thread I'll walk you through my assumptions for the bear, base and bull case for Spotify.
The deck has seven chapters, starting with "SPOT AT A GLANCE".
2/
With 172m paid subs and 381m MAUs $SPOT is the clear leader in music streaming (35% ms). SPOT is 2x the size of its nearest competitor $AAPL in terms of paid subs and has 2x the user engagement.
But so far SPOT never turned a full year profit + the stock dropped sharply TTM.
With 172m paid subs and 381m MAUs $SPOT is the clear leader in music streaming (35% ms). SPOT is 2x the size of its nearest competitor $AAPL in terms of paid subs and has 2x the user engagement.
But so far SPOT never turned a full year profit + the stock dropped sharply TTM.
3/
In music, $SPOT has to pay out ~2/3 of rev to rightsholders, its supplier base is highly concentrated (top 4 labels account for 78% of all streams).
To loosen the labels’ grip on economics, SPOT pushes into podcast adverts with 45-50% gross margin potential vs. 30% in music.
In music, $SPOT has to pay out ~2/3 of rev to rightsholders, its supplier base is highly concentrated (top 4 labels account for 78% of all streams).
To loosen the labels’ grip on economics, SPOT pushes into podcast adverts with 45-50% gross margin potential vs. 30% in music.
🔴 Responsabilité numérique : l'exemple des #musées 🏛️
Je publie aujourd'hui une étude pour analyser l'état du web muséal français autour des enjeux d'#opendata, de #privacy, d'#a11y et d'#ecoconception.
Thread à dérouler ⬇️ 1/33
Je publie aujourd'hui une étude pour analyser l'état du web muséal français autour des enjeux d'#opendata, de #privacy, d'#a11y et d'#ecoconception.
Thread à dérouler ⬇️ 1/33
tl;dr : déroulez le thread ;
📰 Sinon, l'étude est accessible ici : musees-responsables.karl-pineau.fr
📊 Les données sont ici : docs.google.com/spreadsheets/d… (eh oui, #opendata oblige)
Tout est sous licence @creativecommons, n'hésitez pas à la réutiliser. 2/X
📰 Sinon, l'étude est accessible ici : musees-responsables.karl-pineau.fr
📊 Les données sont ici : docs.google.com/spreadsheets/d… (eh oui, #opendata oblige)
Tout est sous licence @creativecommons, n'hésitez pas à la réutiliser. 2/X
❔ Partie 1 - Méthode - Quel périmètre d'analyse ?
Je me suis intéressé aux 100 #musées les plus fréquentés en France, en 2018. En repartant des données en #opendata du @MinistereCC.
Si on soustrait quelques doublons de sites, on obtient 89 sites web étudiés.
3/X
Je me suis intéressé aux 100 #musées les plus fréquentés en France, en 2018. En repartant des données en #opendata du @MinistereCC.
Si on soustrait quelques doublons de sites, on obtient 89 sites web étudiés.
3/X
🔎 I took a closer look at some #government #apps related to🦠#COVID19 that are just springing up like mushrooms. If you find an app/country missing in the [thread] below, please let me know!
#tracking #surveillance #appsec #Virucy
#tracking #surveillance #appsec #Virucy
🇵🇱 Home Quarantine (Kwarantanna domowa): Can access 📸, phone/serial no., knows about the 📲 you placed or got etc.
Tracking with @Facebook Analytics, @Google @Firebase, @Microsoft @VSAppCenter Analytics.
play.google.com/store/apps/det…
Tracking with @Facebook Analytics, @Google @Firebase, @Microsoft @VSAppCenter Analytics.
play.google.com/store/apps/det…
Broadcast receivers exported. Possible SQL injections (CWE-89). Sensitive information stored in cleartext (CWE-312) and into Log Files (CWE-532). Using MD5 and Java Hash algorithm (CWE-327). Use of insufficiently Random Values (CWE-330). Insecure WebView implementation (CWE-749).
