Discussion

• @mtatsis @mtatsis on x

  Apple is Snapchat's secret weapon against Facebook. “When it comes to some of the policy changes that Apple is making you know, we really think of them as high integrity folks and we're happy to see them making the right decision for their customers,” -Snap CEO Evan Spiegel $SNAP

• @munster_gene Gene Munster on x

  1) We own $U. Stock down ~15% because investors wanted them to raise guidance for FY21. Apple's upcoming implementation of its ad tracking rules is going to have a ~3% negative revenue impact, better than what we were bracing for.

• @munster_gene Gene Munster on x

  2) Bottom line: we're long-term believers in #Unity, and think it can be the next $ADBE because of gaming, industrial, and AR/VR usage.

• @garettsloane Garett Sloane on x

  Check out Snap CEO Evan Spiegel's secret plan to take on Apple and its new privacy changes ... say he agrees with them and that Apple has “high integrity.” Bold move! https://adage.com/...

• @modestproposal1 Modest Proposal on x

  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” h…

• @martinsfp Martin Sfp Bryant on x

  This feels like the right approach to the iOS tracking changes: “Snap has been working with Apple in preparation for the changes, it has been educating its advertisers and it is making long-term investments to use more first-party data for advertising.” https://www.cnbc.com/...

• @eric_seufert Eric Seufert on x

  I spoke with @benthompson from @stratechery two days ago about ATT, Apple vs. Facebook, and the mechanics of user-centric advertising. I enjoyed our conversation immensely, and Ben has graciously made this interview free-to-share https://stratechery.com/...

• @mrahmey Maurice Rahmey on x

  This was an excellent must read interview on the impact Apple's privacy updates will have on the ad ecosystem. https://twitter.com/...

• @eric_seufert Eric Seufert on x

  6/ I simply see no way that Google could not expose the ATT prompt. It's unthinkable that they'd remove all data collection mechanisms from their apps, or even walk away from opted-in data.

• @richlightshed Rich Greenfield on x

  $SNAP Jeremi Gorman says @snapchat admires Apple's focus to protect consumer privacy Says Snap has been working hard with Apple to utilize alternatives post IDFA including building own systems leveraging first-party data Snap is clearly not worried https://twitter.com/...

• @id_aa_carmack John Carmack on x

  This is a really good interview, with some insight into the machinery that led to the billion dollar mobile games. https://twitter.com/...

• @palmerluckey Palmer Luckey on x

  Apple is well positioned to launch unbeatable OS-level or hardware-level adblocking tools for all their customers. It would be one of the most disruptive moves of all time.

• @eric_seufert Eric Seufert on x

  5/ My belief is that Google's original comms were incorrect / mis-stated and they *will* expose the prompt. Google admits as much in this webinar they published Feb 2: they'll model conversion data from “users who consent to ATT” https://www.youtube.com/...

• @tjl Tom Lee on x

  particularly fascinating Stratechery today, about Apple's coming changes to the ad landscape https://stratechery.com/... but some real head-scratchers in here, too. do people really prefer targeted mobile ads to TV ads? (they hate ads in general, of course) https://twitter.com/..…

• @modestproposal1 Modest Proposal on x

  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. https://twitter.com/.…

• @damianburns Damian Burns on x

  'I think Apple underestimates the degree to which Apple's growth in services revenue and the growth in the App Store is because of Facebook' Excellent interview with mobile marketing expert @eric_seufert via @stratechery https://stratechery.com/...

• @jrichlive @jrichlive on x

  @sethjberman @modestproposal1 The PR and messaging by 🍎 has been ninja level. Very few people understand the implications.

• @modestproposal1 Modest Proposal on x

  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. https://twitter.com/...

• @eric_seufert Eric Seufert on x

  2/ This kind of wording isn't actually foreign to iOS https://twitter.com/...

• @tjl Tom Lee on x

  Ditto dropshippers, algorithmically generated t-shirts, lasercut knicknacks, and much of the rest of it. I sort of admire those who stand back from this and earnestly say “if people want it, it's great!”—I've given up, it just looks like a poisoned equilibrium to me

• @tjl Tom Lee on x

  The other piece that feels like it needs development is the lamentation about removing a tool small businesses can use to compete. I am sure there are examples! But if you allow yourself even a little paternalism you can admit that IAP games are bad for people and gaming itself.

• @mattyglesias Matthew Yglesias on x

  @tjl Untargeted ads are way better!

• @keithepetri Keith Petri on x

  Nothing comes close to the clarity this interview provides on the nuanced implications of $APPL, $GOOG and $FB's recent shifts in policies on cookies, MAIDs, attribution, and more. 👏 @eric_seufert https://twitter.com/...

• @eric_seufert Eric Seufert on x

  In an alternate universe...(1/X) https://twitter.com/...