Epic v. Google and the future of alternative app payments A jury found Google guilty of infringing anti-trust law on Monday, determining that the company systematically suppressed competition in the… December 13, 2023
Amazon’s advertising partnerships with Meta and Snap Last week, news of an advertising partnership between Amazon and Meta surfaced and was quickly confirmed by Amazon. I hesitated… November 15, 2023
Apple and Google race to attribute the internet As mobile platform operators, both Apple and Google command significant control over the internet economy. This control is often expressed… November 1, 2023
Search defaults and the economics of search advertising revenue sharing In 2020, the Department of Justice filed an antitrust lawsuit against Google, alleging that the company abused its dominant position… October 3, 2023
Unity introduces per-install engine fees Unity, the company that operates the cross-platform Unity3D game development engine, announced today in a blog post that it will… September 12, 2023
The social media bifurcation Two forces are currently imposing broad, transformational change on the social media space: Data privacy restrictions, imposed either by platforms… September 6, 2023
Twitter’s Top Downloaded chart decline In late July, Twitter was rebranded to X: the product adopted a new logo and name, and the Twitter.com URL… August 16, 2023
Meta’s firehose (or: the wrong lesson from Threads’ 100MM users) Threads, Meta's new text-based social media app, reached 100MM registrations today, just five days after being officially made available. While… July 10, 2023
Can Meta’s Threads app reach 100MM DAU this quarter? I built a simple model to project DAU for Meta's new Threads app. Like all models, it is a work… July 6, 2023
Meta’s Twitter competitor: can this time be different? Given its track record, can Meta launch and scale a new app to meaningful commercial traction? Operating services at scale… July 5, 2023
