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Apple ATT

part of Apple

2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Oct 28, 2024 by Ben Gilbert · across every show →

Everything said about Apple ATT, oldest first

Oct 28, 2024 negative
Opinion
Gilbert: Apple's ATT was net value destructive rather than captured by Apple
“And what ended up actually happening from ATT? It's been value destructive. Overall, because I don't think the amount of money that has shifted away from Facebook has been captured by Apple.”
Ben Gilbert Oct 28, 2024 ▶ 5:10:39 Meta (Audio) · Acquired
Oct 28, 2024 bearish
Opinion
Gilbert: TikTok stealing users was a bigger existential threat than Apple's ATT
“The interesting thing is, at this time, the real threat wasn't actually ATT. The biggest of those three threats was TikTok stealing users. The whole ATT thing is about how much money can we make off of an ad because it is so well targeted? That's an optimizati…”
Ben Gilbert Oct 28, 2024 ▶ 5:08:44 Meta (Audio) · Acquired
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