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Mobile Hardware

Snap Q2 2026 earnings: 9% ad revenue growth, North America DAU stabilization

Snap released its Q2 2026 earnings results last night: Revenue of $1.6BN grew by 18.9% year-over-year, with advertising revenue of $1.3BN having grown…
August 4, 2026

At $799, is the Meta Ray-Ban Display ‘cheap’?

Meta introduced three new smartglasses at its annual developer event, Connect, yesterday: Ray-Ban Meta (Gen 2), an updated version of…
September 18, 2025

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…
May 16, 2025

Recent podcasts

  1. Understanding the privileged position of chatbot advertising September 2, 2026
  2. Podcast: MDM Mailbag #8 (with Thomas Petit) August 26, 2026
  3. Podcast: AI’s impact on the labor market (with Brian Albrecht) August 19, 2026
  4. Podcast: Digital Advertising’s M&A Resurgence (with Maor Sadra) August 12, 2026
  5. Podcast: Applying AI to human intimacy (with Offer Yehudai) August 4, 2026

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Resources

  1. Freemium Economics (book)
  2. Theseus Python Library
  3. F2P Excel Revenue Model
  4. Mobile User Acquisition 101
  5. Freemium Codex
Mobile Dev Memo by Eric Seufert
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