Episode Description: Dan talks with Joe Marchese, Executive Chairman & Build Partner at Human Ventures, about Snap’s struggles amid an advertising downturn (2:35), unlocking Twitter’s full potential and its brewing courtroom fight with Elon Musk (6:36), Netflix’s make-or-break push into ad-supported subscriptions (9:37), challenges with evaluating the performance of digital ads (18:45), the intensifying competition between Alphabet/Google and Amazon (29:09), if TikTok is the new center of culture creation (34:54), and whether Apple will become a dominant player in the streaming wars and digital advertising (43:40).

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Background reading for stories discussed in this episode:

The Information: A Visionary Afloat: Snap CEO Evan Spiegel Helped Create the Social Web as We Know It. Now He’s Sinking Under It.

The Information: What Snap’s Major Restructuring Means for Creators

Variety: Netflix Ad Tier Launch Moved Up to November to Get Ahead of Disney+, Streamer Tells Ad Buyers

FT: Apple plans to double its digital advertising business workforce

Bloomberg: Why Apple Is Preparing to Let You Subscribe to Your iPhone

Gavin Baker’s Twitter exchange with Dan on Apple & its digital advertising business
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