Facebook -- having taken out full-page ads in the NYT, Washington Post, and WSJ -- is generally seen as the primary victim of the new app privacy controls coming in iOS14. But Google is perhaps even more vulnerable to ATT. Why has Google remained silent? (1/X)

2/ First, background: here's a high-level overview of how ATT / IDFA deprecation impacts advertisers and ad networks, and why this whole ordeal has put advertisers and ad networks into a state of panic: https://t.co/vfGafKzKt2
3/ Google is equally as susceptible to harm from ATT as Facebook. Google's UAC product -- esp its tROAS and tCPA campaign objectives -- relies as much on IDFA-indexed monetization and engagement data as FB's mobile product does. But Google has one big weakness wrt ATT: YouTube
4/ Broadly, view-through attribution accounts for a disproportionate % of conversions from YouTube app install impressions. This means: user sees the YT ad, doesnt click, downloads app later, & Google is able to claim it by reconciling IDFA seen at impression to IDFA seen in app
5/ View-through attribution is nonexistent in the ATT paradigm as it relies on the IDFA; some significant portion of YT's attributed conversions will evaporate. So why isnt Google vocally opposing ATT? Two reasons: consumer optics and its duality as ad network / mobile platform
6/ Firstly, Google might do more harm than good by joining FB's PR campaign: of course Google, the ad network, wants to track ads. Consumers would think: if both Google & FB oppose a privacy feature, it must be good for me. Google likely stands to gain by *not* joining the fray
7/ Let FB and Apple battle it out in public over consumer goodwill and quietly relay guidance to advertisers (as it has minimally done: telling advertisers to shift away from tROAS campaigns on iOS). If FB fails to change Apple's mind, Google is no worse off
8/ Second: Google operates a mobile platform, Android, in addition to its ad network. Google cant come out too fervently against platform privacy because it'd advantage Apple as the "privacy friendly" platform relative to Android. Google must delicately thread a privacy needle
9/ Which is what it has done on the browser: Google agreed in principle to a shift away from 3rd party cookies but is taking MUCH longer to achieve that (2022 timeline versus Apple's ITP update blocking 3PC in March) https://t.co/7y8c1WqPzs
10/ Google is exploring clever measurement workarounds to 3PC with its privacy sandbox, eg. on-browser auction, TURTLEDOVE / FLoC, privacy budgets, etc. Google must moderate the impact of Chrome / GooglePlay privacy proposals against ad network performance https://t.co/iWaO8m9TSi
11/ My sense is that Google finds a way to militate against GAID deprecation -- while still appearing to be in privacy lockstep with Apple -- by using existing Firebase functionality to emulate SKAdNetwork differential privacy whille preserving its MAID https://t.co/Cuwmnvl493
12/ This approach strikes a convenient and satisfactory balance between privacy & ad effectiveness as well as between its two core interests: content distribution, ad network. But it's an abstruse compromise that Google would not want to necessarily champion loudly to consumers
13/ Also, the subdued comms strategy doesnt stoke red-hot regulatory embers. I disapprove of FBs PR narrative: I think itd be easier to make the case that reduced ads personalization robs consumers of the free products they love https://t.co/HdiGRIDsMk
14/ But even thats an abstract argument. FB *must* fight back because so much is at stake. And so Google can wait to see what happens: low probability that Apple changes course, high prob that ATT is roled out as-is, neither of which changes in Google's favor by an intervention
15/ And ultimately, Google can announce its own platform privacy solution that doesnt impair its ad network's efficiency for Android campaigns while remaining, theoretically, in privacy lockstep with Apple

More from Internet

The new tactics to implement the #CancelCulture are quite ingenious. They are not going after what they want cancelled directly, they are going after how it gets to you! It’s attacking the free market, and it’s harder to spot and harder to fight before it’s done! Read on!

1/


Here’s an example. If there’s a challenge to the normal Social Media platforms, then they aren’t wasting time going after the new app, they are making the app unavailable well more difficult to get. This puts people off from going to the trouble or switching.

2/


They are going to do this in a way you won’t see it coming. They are going to stop it before the source.

Soon, the media is going to be a complete left wing echo-chamber. Social Media, TV and Papers all left wing and you don’t get to say “what about free speech?”

3/


Why? Because they aren’t playing against free speech. They are going after the free market. This also gives you an idea what socialism can and will do.

I don’t expect my account to last long now I’m watching this and exposing it! Please share, stand your ground and don’t quit!


Here’s the proof that CNN are trying to get Fox cancelled at the broadcast level, stop it getting into people’s homes by getting the TV providers to ban it. Again, targeted before what we see as the source. This is also the groundwork for any

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A THREAD ON @SarangSood

Decoded his way of analysis/logics for everyone to easily understand.

Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen

1. Keeps following volatility super closely.

Makes 7-8 different strategies to give him a sense of what's going on.

Whichever gives highest profit he trades in.


2. Theta falls when market moves.
Falls where market is headed towards not on our original position.


3. If you're an options seller then sell only when volatility is dropping, there is a high probability of you making the right trade and getting profit as a result

He believes in a market operator, if market mover sells volatility Sarang Sir joins him.


4. Theta decay vs Fall in vega

Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.