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Businesses fail either because they leave their customers, or because their customers leave them

-Andrew Grove

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TikTok is back but I don’t see it in the Apple App Store. Basically the original idea of how the ban would work in action.

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In The Race to Replace The Clock, Instagram followed YouTube’s lead, increasing Reels length to 3 minutes.

Sounds like Snapchat, Substack, and X are (unsurprisingly) trying to coax TikTok creators to choose them.

One thing is clear, these are now entertainment platforms—the new Hollywood studios.

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From Bloomberg: Supreme Court Upholds Law That Threatens US TikTok Ban

I wrote a lot of words about it here.

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the organizing principle of digital advertising, which is the individual consumer. What Facebook — now Meta — is better at than anyone in the world is understanding consumers not as members of a cohort or demographic group but rather as individuals, and serving them ads that are uniquely interesting to them.

brands are created for cohorts or demographic groups, because they need to be manufactured at scale;

thus the opportunity for an entirely new wave of companies that were built around digital advertising and its deep personalization from the get-go.

from Ben Thompson