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18 Feb, 7 tweets, 2 min read
"Meanwhile, very little of the traffic on Google or Facebook comes from news, and very little advertising appears next to news search results. Google didn't take their money, any more than Boeing took money from the ocean liners. The internet destroyed the model."
"You don’t have to ask the hypothetical “what would happen if Google and Facebook had less market power- would they pay for links?” You can just look at, well, every other site on the internet."
"One of the favored tactics of Murdoch’s shills is to accuse everyone that says schemes like this are ridiculous of being in the pocket of tech companies... let me say clearly as a truly independent analyst I think this regulation is absolutely ridiculous"
stratechery.com/2020/australia…
we've done this before. multiple times.

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More from @modestproposal1

modest proposal Profile picture
18 Feb
from today's @stratechery:

"The first problem with the law is that, as I have repeatedly noted, it gets the flow of value exactly backwards. News orgs need Google and Facebook, not the other way around"
"they know better than anyone that Facebook provided nothing but economic upside for news orgs, and now that the company has said enough is enough they are facing plummeting traffic and revenues"
Meanwhile... “Few imagined” they wouldn’t give in to extortion. 🤦‍♂️
Read 5 tweets
modest proposal Profile picture
16 Feb
Fed released the scenarios for 2021 CCAR. Here's the assumptions used for the Severely Adverse Scenario, which is the disaster porn.
Morgan Stanley summarizes the differences between the 2nd test done in late 2020. Modestly less severe economic assumptions in most cases, some harsher capital markets assumptions, net net slightly less punitive.
Bank Boards are set to have a level of discretion over capital returns not seen since before the GFC
Read 5 tweets
modest proposal Profile picture
11 Feb
has anyone mustered even a half hearted attempt at rationalizing MSFT for PINS?
Meanwhile, yesterday @jack said: "We want to be a place that you can also use for recruiting, which we're seeing a lot of people coming together over interest and deciding that they want to work together"

Can you say synergy
Hi @jack!
Read 4 tweets
modest proposal Profile picture
9 Feb
Have spent time thinking about and discussing the professionalization of supply on marketplaces, and how it seems an inevitability.

Can see capital really starting to pour into professionalizing Third Party sellers on Amazon now.

marketplacepulse.com/acquirers Image
Was interesting to go back and read the ILTB with CEO of Thrasio.

"It was like entrepreneurship in a box, and now suddenly they're having to do all this stuff, have this particularly expertise, and then it's getting very competitive"

joincolossus.com/episodes/28372… Image
Amazon had clearly already commodotized supply just given their dominance of ecommerce demand, but still interesting to see it take shape as expected, with smaller suppliers losing out over time in marketplaces

Read 6 tweets
modest proposal Profile picture
9 Feb
In light of current debate, this was certainly one of Yellen's most interesting speeches as Fed Chair. She posed the question:

"Are there circumstances in which changes in aggregate demand can have an appreciable, persistent effect on aggregate supply?"

federalreserve.gov/newsevents/spe…
I remember it well because she walked it back shortly thereafter, as if it was entirely too dangerous to even pose the question around running a high pressure economy while at the Fed. At the Treasury, tho...

She also made some interesting comments throughout 2018

Read 5 tweets
modest proposal Profile picture
6 Feb
Great essay as usual by @ballmatthew on Apple and why it is a threat to and impediment of development of the next stage of the internet matthewball.vc/all/applemetav…
“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.” Image
“Apple does not want a digital world built and innovated upon interoperable standards, device/endpoint agnosticity, and without Cupertino.” Image
Read 5 tweets

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