“Apple is inhibiting this future Internet. And it does so via tolls, controls, and technologies that not only deny what made and still makes the open web so powerful, but also prevents competition, and prioritize Apple’s own profits.”
“Apple does not want a digital world built and innovated upon interoperable standards, device/endpoint agnosticity, and without Cupertino.”
The recommended solution is unbundling control of app distribution and payment methods
“It may feel unfair to force Apple to loosen the controls that led it to such unprecedented success and adoption. Yet problems arising from Apple’s controls are becoming larger every day, as is the company’s unprecedented strength.”
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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"
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
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.
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."