Would Meta reprioritize non-IDFA traffic in FAN? A persistent theory in the mobile ecosystem is that Meta will begin systematically targeting non-IDFA traffic through its Facebook Audience… June 19, 2026
The enterprise AI price war and OpenAI’s consumer advantage Last week, the WSJ reported that OpenAI is considering applying "drastic price cuts" to its enterprise API to win customers… June 16, 2026
Fox acquires Roku; why Amazon didn’t Fox this morning announced that it has entered into a definitive agreement to acquire Roku, the streaming platform operator behind… June 15, 2026
Unpacking Apple’s update to Foundation Models Framework Apple unveiled a major update to its Foundation Models Framework (FMF) at this year's WWDC. The FMF was introduced at… June 9, 2026
AppLovin publishes Gist, a social media app AppLovin has published a social media app called Gist (see the US App Store product page here). The app is… May 22, 2026
What does Apple’s new CEO mean for the App Store? Apple announced yesterday that on September 1st, its CEO, Tim Cook, will become the executive chairman of the company's board,… April 21, 2026
Netflix’s YouTube opportunity, part 2 This week, Netflix announced that it will bring five episodes of Danny Go!, an "educational show, aimed at children ages… March 31, 2026
Might Meta step back from foundation model development? Last week, The New York Times reported that Meta will delay the rollout of its next frontier foundation model, Avocado,… March 16, 2026
Google updates Google Play billing policy (and settles with Epic) Google today announced a set of policy changes to Google Play (and the broader Android ecosystem) in a blog post… March 4, 2026
The experiment that broke the FTC’s case against Meta When U.S. District Judge James Boasberg ruled in Meta’s favor in the FTC's antitrust case last November (see my analysis… January 5, 2026
