Once you free your mind about a concept of Harmony and of music being "correct" You can do whatever you want ~ Giorgio

The latest @topeleven campaign hits home so hard. The Comeback Boys youtube.com/watch?v=1ihBWuki…

Julius Caesar knife block.

Dear Zagreb friends, please recommend my boy Jeff the most fun places to visit in town.

The most wholesome part of the Che Fico fire story is that the owner’s mom responded with a 🔥 emoji. Moms are going to mom, and Che Fico will come back better than ever.

I’ve seen dozens of vibe-coded projects, but only one has felt this close to my heart: Telephone. The premise is simple: we all want to talk to our friends more. We just never know when the RIGHT time is. So we wait. Then weeks and months pass. And slowly, we drift away from people we genuinely love, and we end up feeling abandonded and lonely. Well, Telephone is trying to fix exactly that. Add your close friends and family, and let them know that NOW is the RIGHT time. apps.apple.com/us/app/teleph…

I think it’s improbable that the IDFA is restored, even in the EU. Note that ATT is under scrutiny by competition authorities in the EU; none of them has stated that they expect the IDFA to be restored. The French competition authority didn’t demand any change to ATT at all, and in Germany, it’s only the wording of the ATT prompt / Apple’s own consent prompt that is being challenged. Also, the French authority’s decision is more than a year old. mobiledevmemo.com/att-antitr…

Eric Kress mentioned in the latest @DeconFun podcast that Apple may be bringing back the IDFA. I don’t think that’s likely, and here’s why: 1) Apple is extremely serious about privacy. The recent privacy-focused billboard campaign is just the latest example. Privacy is a core theme at every #WWDC, and Apple is deliberate about limiting who gets access to user data. 2) Reversing ATT and restoring unrestricted IDFA access would undermine that entire narrative. The IDFA is essentially a persistent advertising identifier that allows advertisers to recognize users across apps with a high degree of certainty. Fingerprinting can achieve something similar, but it’s generally less accurate and less persistent. 3) The speculation likely stems from regulatory pressure in Europe, where Apple has faced accusations that App Tracking Transparency is anti-competitive. There have been rumors that ATT could be modified or limited in Europe, but even if that happened, Europe accounts for less than 30% of global mobile advertising spend. That would be very different from a global rollback. 4) Apple has already absorbed substantial regulatory fines related to these issues. For companies the size of Apple, Meta, or Google, such fines are rarely large enough on their own to drive a complete reversal of a major strategic initiative. 5) Even before considering Apple’s position, privacy regulations such as GDPR and CCPA would continue to limit how advertising identifiers can be used. It’s also worth noting that IDFA access never disappeared entirely—users can still opt in, and a meaningful percentage of installs continue to share their IDFA with advertisers. For these reasons, I don’t see Apple bringing back unrestricted IDFA access anytime soon. What seems more plausible is that Apple recognizes SKAN/AAK haven’t fully solved mobile measurement. Rather than rushing out incremental changes, they may be rebuilding parts of the framework before announcing a broader update. That could explain why they stayed largely silent on attribution and measurement during this year’s WWDC.

Your phone already had the context, memory, and capabilities. What it lacked was a native LLM who could directly access them. Not anymore.

Not a single mention of advertising-related privacy at #WWDC. Fingerprinting doomsayers, see you in a few months.

MG is absolutely right. This is why Apple and Google keep getting accused of monopoly behavior, why Instagram beat Snap, and why Threads caught up to X. In a winner-take-all fight for attention, distribution is the real moat.

Looks like this was mostly a marketing push after all. In hindsight, I should've known better - nobody browses in Private Mode while holding their phone like that. 😄

$APP down by ~8% today after Adam mentioned at an investor conference that gaming is slowing down. The “gaming is slowing down” narrative has been around every year since 2021 — and yet the market keeps producing new $1B games, margins are expanding through D2C, and nearly every gaming-first ad tech player has been growing over the past few quarters: $U, $LFTO, $APP, $EVC, $APPS . Why? Because even if the overall pie is not growing like it did in 2020–2021, players still want new content, and publishers still need to find the right users efficiently. That discovery layer does not go away just because category growth moderates. If anything, it becomes more important. $APP has been one of the go-to facilitators of this process, which is why a broader “gaming slowdown” has much less impact on the business than the market seems to be pricing in. And gaming is only one part of the equation. Mobile subscriptions have been exploding over the past two years, creating another major growth vector beyond gaming and eComm. Once again, the market is reacting to the headline, not the fundamentals.

I didn’t find much commentary on privacy from today’s WWDC, but I did find this video ad, which seems to clarify that Apple’s AI/privacy push is more about blocking data trackers than any major ATT-related updates. For context, blocking browser data trackers doesn’t necessarily prevent advertisers from fingerprinting users. Fingerprints can still rely on IP address and device-level signals, regardless of whether pixel tracking is available. So this might be a nothing burger after all. There’s one more #WWDC Privacy session scheduled for Wednesday at 3 PM. I’ll share more details after that.

Distribution is the new moat. The next step for hyperscalers is to solve (read: democratize) distribution

This seems meaningful: Apple will transform Siri into a chatbot.

Nike’s WC ad concept looks incredibly over-the-top, but somehow still feels… uninspiring? It’s basically Joga Bonito meets every celebrity/cultural reference the brief could possibly fit. And somehow still misses the flair that the Adidas ad has

Clever advertising!