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It was my pleasure to appear on the @bizbreakdowns podcast from @joincolossus to discuss the mobile gaming market.
Matt Reustle
I knew mobile gaming had mindshare. I did NOT know mobile gaming had 50% wallet share.
@eric_seufert was the perfect guest for this @bizbreakdowns. History as an operator and investor.
Great detail on what opened up this market and the closed-loop system that emerged.
Apple announced a new privacy feature last week, Link Tracking Protection, that strips tracking-related UTMs from links shared in Mail, Messages, and in Safari Private Browsing mode. I unpack the new feature here:
Apple announced a new privacy feature last week, Link Tracking Protection, that strips tracking-related UTMs from links shared in Mail, Messages, and in Safari Private Browsing mode. I unpack the new feature here:
Another paper showing that privacy regulation will mostly harm smaller players in the market (b/c they are harder to discover without personalization).
@MarceloPLima $15BN seems low? Apple acquired Metaio in 2015, or 8 years ago.
Marcelo P. Lima
According to Gurman, Apple spent $15 billion to develop the Vision Pro.
Zuck spent $2 billion for Oculus and RL has had an additional $50 billion in operating losses since then.
An excellent read on AI-empowered marketing measurement: "For meaningful attribution, the chosen identification scheme needs to be clearly specified as part of any MMM engagement ... No amount of automated Al bluster can escape this central fact."
“The digital marketing ecosystem is very obviously moving into a permanent state of low visibility. Marketers must develop… marketing technology that provides both insights into performance and guidance on budget allocation w/o the transparency of deterministic identity.”
“The digital marketing ecosystem is very obviously moving into a permanent state of low visibility. Marketers must develop… marketing technology that provides both insights into performance and guidance on budget allocation w/o the transparency of deterministic identity.”
3/ I say “currently” in the first tweet because the use of first-party data for ads targeting without explicit user consent is under scrutiny by EU regulators.
Meta is inserting discounts into the Facebook notifications feed; these lead to FB Shops instances, where users can purchase items directly. If Meta processes the purchase, it can use that user-level data for ads targeting in a way that is (currently) privacy compliant. (1/X)
The most striking aspect of Apple's Privacy Manifest developer workshop was its expansive definition of fingerprinting: "Fingerprinting is using signals from the device to try to identify the device or user." (1/X)
3/ I have seen proposed that attribution providers will simply use server-to-server integrations, rather than SDKs, to fingerprint. I question whether that is feasible, given the new Required Reasons API. Will advertisers pay for attributions informed only by IP and device info?
The most striking aspect of Apple's Privacy Manifest developer workshop was its expansive definition of fingerprinting: "Fingerprinting is using signals from the device to try to identify the device or user." (1/X)
2/ Apple is saying: in the case of ATT opt-out, absolutely no signal may be extracted from a device for the purposes of identifying it. This broad definition is all-encompassing; it covers every possible signal.
Eric Seufert
A bit surprised to see people still championing the idea of probabilistic attribution post-ATT given that Apple has repeatedly and unambiguously stated that it wont allow fingerprinting