This is a very good interview. You may agree in principle with notions of greater privacy, but it's interesting to try and understand what Apple is doing, how self serving it appears to be, and what the ramifications are beyond a pissing match with Facebook.
This point on the impact on DTC brands and potentially Shopify is interesting. But also, something Ben had written about before, which is that this is just going to drive Facebook, and users, towards shopping on Facebook/instagram.
"I think Apple sees that the App Store has basically become irrelevant as a point of content discovery. It’s basically this kind of frictional, annoying moment between clicking an ad and installing an app"
"Well, right now they [Apple] are just blatantly privileging themselves. They’ve blatantly privileged their own ad network"
This is also by @eric_seufert and worth a read on the same subject

mobiledevmemo.com/apple-privileg…
FB's earnings call:

"this is a platform-wide change... it will impact everyone and... that's going to mitigate it to some extent.. over time, we hope to help businesses by providing more on-site conversion opportunities through initiatives like shops and click to messaging ads"

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More from @modestproposal1

15 Jan
FANGM is dead, some charts
Facebook and Google are approaching the market multiple, while getting sued for being monopolies
Netflix trades cheap to Disney even allowing for recovery in Parks
Read 5 tweets
18 Dec 20
A bipartisan issue if there ever was one. Civil asset forfeiture is an abomination.
A classic article on abusive civil forfeiture newyorker.com/magazine/2013/…
Read 6 tweets
16 Dec 20
sure, it looks extremely anticompetitive, but have to tip your hat to Facebook having a plan to support header bidding in order to get Google to enter into a favorable agreement with them on [redacted] in exchange for backing away from header bidding and it working
Like google definitely appears to be acting as a monopolist to defend their biz, but Facebook used that to their advantage apparently, which is just well played
carthago delenda est
Read 6 tweets
16 Dec 20
Bernstein's model of infection. These are weekly cases, so need to adjust to compare to other charts. They have herd immunity reached by the end of May. Image
Here's the model of herd immunity Image
Based on the following vaccination assumption Image
Read 4 tweets
8 Dec 20
Vimeo: "We have 3500 enterprise customers. These are customers who pay us over $20,000 a year.

There's about 1M companies out there that have over $10M of revenue. Every single one of them should be using video and not just externally in their marketing but also internally"
Chart from Piper showing customer counts
"since the pandemic, I do think our view on the size of the market has changed. Particularly on the enterprise side we see a larger TAM, that's just because we see now with much more validation the desire for organizations to be video first in every way that they communicate."
Read 5 tweets
30 Nov 20
Balanced assessment here of Airbnb by former eDreams co-founder and CMO

medium.com/traveltechmedi…
He makes a point I have in the past, which is while the percentage of direct traffic is nice, at the end of the day, absolute level of traffic arguably matters more. And for now, Booking is far larger.
Performance marketing is a skill, much derided by some, but nonetheless it is a necessary skill for almost all companies. Booking is the best. Airbnb has struggled at it. Perhaps they can survive on direct traffic alone, but that's a risky bet.
Read 5 tweets

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