Earlier quoted context omitted.
this is what you get when you elevate an operator (an operations/finance focused exective) in place of a product visionary. that's no knock on tim, who's done what he's been incentivized to do by the board and shareholders, and a good job at that (and rewarded disproportionately so). but steve wanted to win with a superior product, not just numerically as tim does. that's why steve, many years after his death, still…
Services usually mean recurring revenue which is valued at a higher multiple. It’s very hard to build a high value multiple product focused company.
Apple is building an ad empire as its iPhone privacy crackdown weakens rivals
131–140 of 174 posts
Re: Apple is building an ad empire as its iPhone privacy crackdown weakens rivals
#132Earlier quoted context omitted.
In getting rid of third party cookies it's Google copying Apple. This is something that Apple brought mainstream with ITP in 2017.
You could always disable them in Firefox both desktop and mobile. So I guess they're both copying Mozilla in this regard.
Re: Apple is building an ad empire as its iPhone privacy crackdown weakens rivals
#133Sounds like they're copying google with their desire to get rid of cookies / FLOC etc. Strong privacy stance on privacy for others (and in media)...but very quiet on 1st party inhouse ability to connect the dots. I have a hard time seeing how this doesn't end in anti-trust tears for both of them
You don’t need to invade privacy to show ads in a search result, based on that search. That’s how DuckDuckGo survives. We’ve all heard the anti trust whining about the App Store for over a decade now. It’s not happening. Nintendo gets to decide what you put on a Nintendo Switch, Apple gets to decide what you put on an iPhone. That’s not monopoly abuse, if you don’t like it buy different console or an Android phone. P…
DDG does track how you interact with their search results and search ads, same as Google.
Re: Apple is building an ad empire as its iPhone privacy crackdown weakens rivals
#134Earlier quoted context omitted.
You could always disable them in Firefox both desktop and mobile. So I guess they're both copying Mozilla in this regard.
For decades you've been able to manually disable third party cookies. The place where Apple innovated was in defaults.
Re: Apple is building an ad empire as its iPhone privacy crackdown weakens rivals
#135We sell you super expensive product, charge everyone 30% tax for anything you buy on it, put health monitoring devices on you (that you pay for), have directly your credit cards in the wallet (including custom one from us) and in the end capture more data that any other ads giant now. And we’ll use that for ads. But it’s fine. It’s locally so it’s fine and you are not a product. All because we convinced people using…
> Apple is planning to expand its advertising business significantly by placing more ads directly on users' devices directly, Bloomberg reports. The expansion would include bringing ads to more of Apple's own apps on iPhones and iPads, including Apple Maps. I smile remembering "if you don't pay you're the product" which apple lovers lobbied looking at G users, hinting they payment for extra margins will save them fro…
Apple device owners are generally rich, young, impressionable and loose with their money. They are the holy grail for advertisers.
Re: Apple is building an ad empire as its iPhone privacy crackdown weakens rivals
#136Sounds like they're copying google with their desire to get rid of cookies / FLOC etc. Strong privacy stance on privacy for others (and in media)...but very quiet on 1st party inhouse ability to connect the dots. I have a hard time seeing how this doesn't end in anti-trust tears for both of them
Re: Apple is building an ad empire as its iPhone privacy crackdown weakens rivals
#137Earlier quoted context omitted.
> whereas Apple primarily makes money from selling devices I wonder if Apple is predicting that this wont be the case for much longer (lack of real innovation (excluding the M1) and market saturation), so they're being proactive to dominate another vertical. They will likely capitalize on their current image of being privacy kings.
Just because their primary revenue is from hardware, doesn't mean it isn't attractive to also add extra, uncorrelated revenue sources such as ads and data. Whether they have innovation or not is irrelevant to this.
Re: Apple is building an ad empire as its iPhone privacy crackdown weakens rivals
#138Earlier quoted context omitted.
It’s been explicitly stated many times. It’s why Ive left. They are a “services” company now.
It wasn’t been explicitly stated anywhere by anyone who matters
Re: Apple is building an ad empire as its iPhone privacy crackdown weakens rivals
#139Their brand is strong and consumer perception is everything. Fb has lost all credibility and loosing ground every day which explains their hail mary move with meta and googl with their "don't be evil" backfired really hard after they removed the slogan + change directions on different things + their "graveyard" and failed ventures (google plus, stadia, etc...).
"Luckily" for them (googl/fb), the rest of the world doesn't have the purchase parity of the US and they can milk that cow. Heck, Fb basically is the "internet" in some countries and TSPs have offerings around it (Free Fb, Ig, Ws Navigation).
Re: Apple is building an ad empire as its iPhone privacy crackdown weakens rivals
#140Earlier quoted context omitted.
They had tracking ads, everybody blocked them, then they changed it.
Non tracking ads bring very little revenue as ads all about effectiveness. After initial experiments and cool off period you’ll either see more ads, tracking or scaling down of operations due to limited revenue.