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Eric Seufert
eric_seufert
I have spoken to a number of developers that are seeing higher-than-expected opt-in rates for ad tracking with their iOS14 beta apps (30%+). That's encouraging, but there are two reasons
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Eric Seufert
eric_seufert
Lots of FUD being dispensed regarding IDFA deprecation. Here's what I think changes in the post-IDFA world: (1/X) 2/ There is no room for MMPs in this new paradigm. Google
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Chris Maddern
chrismaddern
Let’s talk about iOS 14, IDFA and tracking.Last week Apple announced that IDFA would be unavailable for a lot of users in iOS 14 by default. More broadly, tracking of
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Eric Seufert
eric_seufert
Facebook -- having taken out full-page ads in the NYT, Washington Post, and WSJ -- is generally seen as the primary victim of the new app privacy controls coming in
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Attia
attiamo1
ثريد: ليه في خناقة على خصوصية المستخدم دلوقتي بين فيسبوك و أبل؟بص يا سيدي، دلوقتي معظم الابليكشنز بتسجل عندهم اي interaction/click بتعمله جو
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Eric Seufert
eric_seufert
Yesterday it was reported that Google is exploring a privacy policy on Android as an analogue to Apple's ATT. This has been expected since Apple announced ATT. A few thoughts
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Liviam Capital
LiviamCapital
1/ I'm getting a lot of questions on this topic given I'm a known $FB bull, so let's talk about $AAPL vs $FB. To be clear, my largest position is
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Charlie Shackleton
charlieshack
Blows my mind that the BBC is still buying important works of world cinema and—because they’re documentaries—putting them out with unrecognisable clickbait titles.SOFTIE premiered 6 months ago at Sundance, won
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MI Capital
MIcapital2
THREAD $FBI see a lot of flippant bearish FB tweets. Typically they are politically motivated or lack data. I love hearing the other side, but haven’t seen a thoughtful bear
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Will Strafach
chronic
reminder: Apple is not preventing anyone from doing anything, they are simply telling them to ask permission to track and to disclose what data is collected.https://twitter.com/verge/status/1339190756020457472 if you see “needing
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Jason Kint
jason_kint
HAHAHAHAHA. Facebook is pretending to be the messenger for what is good for publishers. Recap:Jan - FB CFO warns pre-covid expect deceleration due to data limitations (https://twitter.com/jason_kint/status/1222647197717737474?s=20)July - mo
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Mostly Borrowed Ideas
borrowed_ideas
1/ Notes from $FB 2Q'20 call1.8 Bn DAU/2.7 Bn MAU (+12% YoY) 9 mn active advertisers180 mn businesses who use FB products"...the tech industry is an American success story. Products
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Kermit Capitál 🇵🇦 🇨🇺
KermitCapital
$TTD Q3 2020 Notes... "Our role is to help our customers with their economic recovery.""Our land grab in Q3 is our biggest bull indicator moving forward."Jeff Green CTV grew more
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Alper Kiresepi
kiresepi
Playtika $PLTK one of the leading mobile game developers in the world IPOed this week raising $1.9 billion by offering 69.5 million shares at $27 each (closed at $31.6) valued
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Joey Koh
JoeyKoh_
Notes on $U & its earnings release for Q4'20, FY20Some remarks from an amateur investorTLDR:Mispriced valuations v perfStronger headway to non-gaming verticalsGoodgaming user metrics3% IDFA to FY21 RevsPromised profitability by
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நிவா 🦋
theroyalindian
இந்த #Google_Advertising_ID அப்படின்னா என்ன..! இது எதுக்காக.! என்ன Use.!அது பற்றிய #Thread #இழைவாங்க ஜாலியா பயணிப்
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