Gaming and Online Advertising

The online advertising market increasingly looks like it is ripe for disruption.

While a big part of this can be attributed to Apple’s recent aggressive actions to limit data-gathering, a lot of it also seems to simply reflect changing consumer behaviors.

The disruption that is coming for advertising is particularly remarkable because, for the longest time, online advertising almost appeared destined to be the “cockroach” of the Internet – Entirely undesirable yet indestructible and possibly able to survive nuclear Holocaust.… Read the rest “Gaming and Online Advertising”

Tidbits #39

Hello, hello!

Here’s what I found interesting recently.

Thanks for reading.


🗺 Geopolitics

#1 Peter Thiel- “I do wonder whether at this point Bitcoin should also be thought in part of as a Chinese financial weapon against the U.S.”

Peter Thiel: Well, you know, I think there’s sort of a lot of different things that fall under digital currency, presumably one that’s electronic form that China envisions is one that can be monitored even more granularly the way they’re being monitored currently.

Read the rest “Tidbits #39”

Tidbits #38 – The Pastry AI That Can Detect Cancer

Hello, friends!

There’s a lot to talk about. A lot that is interesting.

A common theme that I think is becoming increasingly prevalent is the fungibility of technology. Not just software, but all of tech, including biotech, across all industries and aspects of life. What I mean is that technology is increasingly not its own confined domain, but something that is becoming foundational to everything that we do, to our future, and to our world.… Read the rest “Tidbits #38 – The Pastry AI That Can Detect Cancer”

Tidbits #33 – “I am not a cat”

Hello, hello. 👋🏻👋🏻

I usually start off each Tidbits with some overarching theme relative to what’s going on in the world in order to make sense of it all or themes that I believe people should spend more time thinking about…

But nothing I say can better encapsulate the disruptive (but rejuvenating?) chaos that is bubbling underneath all of society at the moment than Keith Gill’s (a.k.a.… Read the rest “Tidbits #33 – “I am not a cat””

Tidbits #32 – The World Continues to Spin

Hi, friends. 👋🏻👋🏻

Hope you’re all enjoying the long weekend. If you have a significant other, hopefully you were able to do / enjoy something nice together for Valentine’s Day. For all my Asian readers, happy lunar new year! And for all my American readers, happy President’s Day!

As always, thanks for sharing a little bit of your time to hear what I have to say.… Read the rest “Tidbits #32 – The World Continues to Spin”

Tidbits #30

Hello, hello! 👋🏻 👋🏻

Thanks for reading.

A little longer than usual, but I hope you have as much fun reading it as I did writing it.

If you can’t get through all of it, please at least check out #20! It’s awesome. I guarantee it.


🗺 Geopolitics

#1 Twitter Locks Out Chinese Embassy in U.S. Over Post on Uighurs

Twitter Inc.

Read the rest “Tidbits #30”

Tidbits #20 – Finish Line in Sight

Here’s a selection of what I found most interesting recently. I started experimenting with some design changes in recent editions of Tidbits…the design changes don’t come through all that well via WordPress’ default email feature, and I’m not confident I will figure out a better alternative to the default email feature soon. May be better to read directly in the browser while I continue to experiment.… Read the rest “Tidbits #20 – Finish Line in Sight”

Tidbits #14 – The Long and Short of It…May We Find Ourselves in Good Health

Below are some of the items that I found most interesting in the last few days.

In comparison to prior editions of Tidbits, there isn’t any major cohesive theme that demands our attention. But companies of interest continue to push their agendas forward that will likely lead to industry shifts down the line.

Luckily, that gave me the opportunity to digest a number of long-form essays that may also be of interest.… Read the rest “Tidbits #14 – The Long and Short of It…May We Find Ourselves in Good Health”

Tidbits #10

A hodgepodge…


🛍 Commerce

#1 Shopify continues to “Arm the Rebels” with a Walmart partnership

Starting today, Shopify merchants across the U.S. will be able to apply to sell through Walmart.com. If approved, they’ll be able to connect their Shopify store to their Walmart Seller Account, enabling them to quickly and easily sync their product catalog and create product listings on Walmart.com.

Read the rest “Tidbits #10”

Tidbits #8 – Eyes on Facebook

Just two weeks ago, Tidbits #6 – Shopping Edition highlighted shifts in e-commerce because of COVID19 driven by players like Shopify and Pinterest. Capital Flywheels speculated Facebook as a potential wildcard, and we did not have to wait long to see what Facebook is up to. Very, very exciting.

In a similar vein, in Tidbits #7 – Strong Balance Sheets in Motion, Capital Flywheels commented that Zuckerberg is an underestimated operator.… Read the rest “Tidbits #8 – Eyes on Facebook”

Tidbits #7 – Strong Balance Sheets in Motion

Now that we are several months into the COVID19 pandemic, many companies have gotten over the initial stage of shock.

Many (weak) companies have already declared bankruptcy. Like JC Penney. Like Nieman Marcus. Like J Crew.

But, there’s another side to the coin. As discussed in a recent post, companies with strong balance sheets are not only defensive in periods of stress, but strong balance sheets can be deployed offensively to aggressively box out weaker competitors during periods of stress.… Read the rest “Tidbits #7 – Strong Balance Sheets in Motion”

Tidbits #6 – Shopping Edition

Assuming I am not that far from average, COVID19 has very likely changed our collective behaviors in a very big way.

Probably more Netflix. Probably more Zoom / video conferencing for work. Maybe some more gaming through console, PC, or mobile. And probably a lot of online shopping.

Over the last few days / weeks there has been an incredible shift in the ecommerce and omnichannel landscape.… Read the rest “Tidbits #6 – Shopping Edition”

Tidbits #4

As previously mentioned, Nintendo is following in the footsteps of Disney and will be building theme park attractions. Bloomberg recently published more details on what that may look like ahead of Super Nintendo World opening at Universal Studio Japan:

Super Nintendo World is slated to open this summer in Osaka, featuring a Power Up Band wearable that lets visitors collect coins and battle bosses while exploring a physical environment.

Read the rest “Tidbits #4”

The Future of Ecommerce: Utilitarian vs Social

When people think about ecommerce today, they likely think about ecommerce along the lines of C2C (consumer-to-consumer), B2C (business-to-consumer), or B2B (business-to-business) – in other words, classification by type of buyers and sellers.

Or perhaps people think about 1P (1st party) vs 3P (3rd party), depending on whether the ecommerce platform itself engages in the direct buying and selling of goods.… Read the rest “The Future of Ecommerce: Utilitarian vs Social”

What Apple, Google, and Facebook’s Business Models Tell Us About Their Ability to Adapt to the Coming AI-Future

 

Judging from market multiples, it’s clear the market is skeptical of Apple’s ability to continue to succeed and has been for many years (currently, 1-yr forward P/E of ~15x despite recent re-rating), while holding limited concern for Google and Facebook (both 1-yr forward at ~26x).

This concern is understandable given the ever-changing tech environment and the long list of tech companies that have been buried over time (e.g.… Read the rest “What Apple, Google, and Facebook’s Business Models Tell Us About Their Ability to Adapt to the Coming AI-Future”