> This will be worked around - the impact isn't as large as people make it out to be.
And you think Apple will stay put and do nothing? You can expect that as soon as they find a work around, Apple is gonna screw them again. They have no chances.
But they can use data from Android to infer user behavior for Apple users.
Also, they can still use tracking data from their own properties (IG, FB, Whatsapp).
Will they go bankrupt ? I don't think so. Will they be able to grow at the rate of the last 10y? I don't think so.
I think they peaked already.
Are we just making things up now? FB users increased over the last quarter and are at an all-time high.
https://blog.google/products/android/introducing-privacy-san...
Google is doing this because it is like throwing a banana in Mario kart for your competitors to slip on.
Add in WhatsApp’s under-monetization and some bullishness on VR and you’ve got my investment thesis.
Seems like that is a knob that can be changed at any time to give more profit.
> - Last year saw first ever decline in US Facebook user base, expected to continue shrinking (albeit slowly)
Including instagram? Regardless, this was right after the pandemic, some people will switch from screens.
> - Apple’s 2021 opt-in privacy change makes FB/Insta/Messenger/WhatsApp ads less effective permanently for the highest margin demographic (iPhone users)
This will be worked around - the impact isn't as large as people make it out to be.
> - Hugely negative public sentiment* hurts adoption and makes continued litigation headwinds likely
Doesn't seem to really be hurting IG adoption that much. The real risk is litigation.