Discussion

• @madsbrodt Mads Brodt on x

  Found in the Facebook codebase https://twitter.com/...

• @megancgraham Meg Graham on x

  Here's what Facebook will show app users in a test to try to get people to opt-in to sharing IDFA following Apple's changes. These will appear immediately before the Apple prompt: https://www.cnbc.com/... https://twitter.com/...

• @liviamcapital @liviamcapital on x

  5/ $AAPL's cash cow as we all know is iPhone - and everything Apple does is to protect and extend the iPhone moat; even their services businesses and their wearables business are essentially extensions of iPhone.

• @liviamcapital @liviamcapital on x

  12/ On IDFA specifically, $AAPL's view of what internet/advertising should be is comical + straight out of the 1980's. If you believe in an open & free internet, you cannot also believe in Apple's vision. Tim Cook says there's a price users pay when they are not the customer...

• @liviamcapital @liviamcapital on x

  7/ Compounding $AAPL's sensitivity is that Apple has never been that great at services, the very thing that ties the ecosystem together. Think iMessage, Maps, etc. If anything, $GOOG + $FB are in MUCH stronger positions there & the gap is prob widening, despite Apple's efforts.

• @liviamcapital @liviamcapital on x

  4/ $FB will need to own that next platform in order to more fully protect their current business, network, and cash cow, as well as expand in other areas like payments, etc.

• @liviamcapital @liviamcapital on x

  10/ In this case, $FB is playing offense, $AAPL + even $GOOG are playing defense. IMO, the straw that breaks the camels back is when $GOOG decides to stop paying $AAPL $12B a year to be the default search on iOS. It will happen eventually, by force (anti-trust) or by choice.

• @hypervisible @hypervisible on x

  Facebook spokesperson: “Apple's new prompt is designed to present a false tradeoff between personalized ads and privacy; when in fact, we can provide both.” Riiiiight. https://www.theverge.com/...

• @liviamcapital @liviamcapital on x

  9/ While Tim Cook & $AAPL are positioning themselves as champions of user privacy, really this has nothing to do with privacy at all. If you really think Apple is all about privacy, why is it accepting $12B a year from $GOOG, a company with the same issues as $FB? Money talks.

• @liviamcapital @liviamcapital on x

  13/ But guess what? Users will pay a MUCH higher price living in the world that $AAPL envisions. I don't know the future, and I totally understand that a lot of people will disagree with everything I just said, so keep in mind that this is all just one man's opinion.

• @liviamcapital @liviamcapital on x

  6/ $AAPL too knows that AR/VR could be the next major computing platform, and that $FB/Oculus is a major competitor w/ a multi-year head start in building out that ecosystem of developers and users. No bueno for Apple.

• @liviamcapital @liviamcapital on x

  11/ This will essentially be a $12B x 30 = $360B market cap transfer from $AAPL to $GOOG and a major shift in fortunes given this a -$12B of FCF for $AAPL and a +$12B of FCF for $GOOG, and it would also signal a major shift of strategy from defense to offense for Google.

• @liviamcapital @liviamcapital on x

  8/ So while $FB is trying to attack $AAPL by building out great services and the next computing platform, $AAPL is attacking by going after $FB's current cash cow: advertising.

• @stevekovach Steve Kovach on x

  Facebook's argument for slurping up your data has been that users love personalized ads. Now we'll find out if that's true!

• @liviamcapital @liviamcapital on x

  3/ Although $FB is a great business, it has always been in a somewhat precarious position in that it is reliant on the major platforms: iOS + Android. Zuck has been well aware of that risk; and Oculus is a bet that every 15 years a new computing platform comes about and ...

• @dsquareddan OnlyDans on x

  @verge All the change in iOS is doing is asking for user CONSENT to track you outside of the actual app itself. And Facebook is throwing a tantrum because they don't think you should have a choice in that as a user. It's disgusting behaviour. #DeleteFacebook

• @mehedih_ Mehedi on x

  Zuckerberg and co. have learned nothing from the whole WhatsApp privacy debacle from a few weeks ago https://twitter.com/...

• @db Himbo Depot on x

  Facebook doesn't want you to own your data choices. It wants your data for themselves so they can profit off of it. If you don't pay for a product then you are the product. https://twitter.com/...

• @pt Parker on x

  It really is f'd up picturing Tim Cook setting next to a roaring fire in his mansion sipping the tears of small business owners from a brandy snifter. https://twitter.com/...

• @samthielman @samthielman on x

  everyone loves a good ads experience https://twitter.com/...

• @bdsams Brad Sams on x

  Alt title: Facebook mad that sausage making factory exposed https://twitter.com/...

• @wolfiechristl Wolfie Christl on x

  FB tasting its own medicine 🤖 https://about.fb.com/... https://twitter.com/...

• @mehedih_ Mehedi on x

  Zuckerberg and co have learned nothing from the whole WhatsApp privacy debacle from a weeks ago https://twitter.com/...

• @shonaghosh Shona Ghosh on x

  Here will be an interesting test of whether consumers proactively care about ads that are “more personalised.” https://twitter.com/...

• @stevekovach Steve Kovach on x

  Anyway, it'll be interesting to see how many people opt into Facebook tracking them because Facebook says it means better ads and helps small businesses. https://www.cnbc.com/...