Original Content

Podcast: Apple in China (with Patrick McGee)

https://open.spotify.com/episode/0Se9yJgzIbtNYlMy8JQt3i?si=da111694aeb14728 My guest on this episode of the podcast is Patrick McGee, the San Francisco correspondent at the FT, where…

Book review: Apple in China (by Patrick McGee)

I received my copy of Apple in China from the publisher a few weeks ago, but I procrastinated on reading…

Obviously, OpenAI will monetize with ads

Last week, OpenAI announced that it has hired Fidji Simo, the CEO of Instacart, to become the CEO of its…

The privacy shuffle, part 2

The Information reports that Google laid off 10% of its Privacy Sandbox team in April after having offered buyouts to…

Podcast: The scientific approach to advertising measurement (with Andrew Covato)

https://open.spotify.com/episode/5Bkkmc17rir4fvKthccWk8?si=db273814234a4d9e My guest on this week's episode of the podcast is Andrew Covato, a veteran of the largest digital advertising…

AppLovin Q1 2025 earnings: 71% advertising revenue growth, generative AI for ad creative

AppLovin reported its Q1 2025 earnings last week: Total revenue grew by 40% year-over-year to $1.5BN; Advertising (formerly, Software Platform)…

Apple is besieged on all fronts

Apple confronts a vortex of challenges at the moment. Last week, the company was found to have violated an injunction…

Podcast: The power of cohort compounding (with Nilay Patel)

https://open.spotify.com/episode/0iWG03UaZfb8leF5XYxC5a?si=3ee52384bf9e4efa My guest on this episode of the podcast is Nilay Patel, the head of product at Kohort, a cohort…

Meta Q1 2025 earnings: tariff resiliency, auction dynamics at the fore

Meta released its Q1 2025 earnings results on Wednesday: Advertising revenue increased by 16.2% on a year-over-year basis, to $41.4BN; Impressions served across…

Tim Cook chose poorly

Yesterday, Judge Yvonne Gonzalez Rogers, who has presided over the Epic Games v. Apple case since it was brought by Epic…