Thread by @OphirGottlieb

Just some thoughts on $AAPL, IDFA, and CTV.

🧵
Apple tripled it's mobile ad business in 6-mos by revoking access to IFDA (and keeping it for its own us.

But... this also made CTV money as funds flowed out of mobile ads.

/1

This also made Google Search money.

Apple receives a material chunk of its famed Apple Services revenue from Google for its default search status on iPhones.

Making Google Search worth more means than bill is gonna rise for Google --> yet more money for AAPL.

/2

But, that's not enough for Apple.

Mobile ads ✅
Search payment ✅

Ah... remember that bit about CTV?

Good... Apple wants that too, which is a part of why I think there will be an actual glass and metal Apple TV.

/3

Apple uses IDFA (of course they do), making them the only company in the world that can put iOS usage with CTV ad placements as specifically as possible. 

Next up is simply a glorious Apple TV that ppl will say is too expensive until it owns the world.

/4

Apple's plan's are not about privacy or a little bit if this and that.

They are about the next $3T in market cap, and that needs another $1T market.

Welcome to:

* Mobile digital advertising
* Apple Services+
* Television (CTV)

5/5

Oh, y, I have no position in Apple at this time and don't have any plans to start one.