Fri. 02/05 – An Apple Ad-pocalypse For Everyone?

Are Apple’s coming IDFA changes going to have a bigger ripple effect across the entire tech industry than we’re even anticipating? Chinese users are flocking to Clubhouse which… probably means the end of Clubhouse in China. Why a shortage of silicon is causing automakers to cut vehicle production. And, of course, the weekend longreads suggestions.

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Links:

• Facebook’s not the only one worried about Apple’s privacy change — Snap and Unity both just warned investors about it (CNBC)
• An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising (Stratechery)
• Google taps your phone cameras to measure your heart rate (Engadget)
• Chinese flock to freewheeling US chat app Clubhouse (Nikkei Asia)
• Ford says ‘millions’ of its vehicles will run on Google’s Android starting in 2023 (The Verge)
• Car manufacturing hit by global semiconductor shortage (FT)

Weekend Longreads Suggestions:

• Andy Jassy Twitter Thread (@ankithharathi)
• This Hedge Fund Made $700 Million on GameStop (WSJ)
• PFOF is the Ad Model for Brokerage (Justin Paterno)
• Superstar Cities Are in Trouble (The Atlantic)
• They’re Flocking to America to Make a Fortune Playing Video Games (NYTimes)

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