Saved by Joe Maceda
Mark Zuckerberg just declared war on the entire advertising industry
The Past, Present, and Future of Consumer Social Companies
joincolossus.com![Thumbnail of [FREE] An Interview with Mark Zuckerberg about the Metaverse](https://s3.amazonaws.com/sublimeinternet-public-storage-production/media/images/thumbnails/curation/ebd97d594b514671b38d61524a31de81/thumbnail.png)
Super-AggregatorsWhat makes Facebook and Google unique is that not only do they have zero transaction costs when it comes to serving end users, they also have zero transaction costs when it comes to both suppliers and advertisers.Start with supply: not only is the vast majority of online content accessible to Google’s search engine (unsurprisingly,... See more
stratechery.com • The Super-Aggregators and the Russians
the scaled ad play on social is kind of over. Even Meta is working on paid products now for its apps for Instagram and Facebook. I don’t really see any of the more upstart social companies focusing on a scaled ad play. I think we’re past that era.
Matt Mullenweg • How to buy a social network, with Tumblr CEO Matt Mullenweg
The distribution channels that underpinned the rise of today’s Internet giants have dried up. Google, Facebook, and Amazon serve as a triopoly that dominates online advertising. The three accounted for 90% of US digital advertising in 2020, up from 80% in 2019. The arbitrage that once existed on these platforms has more or less disappeared and CPMs... See more