eComm and D2C will be acutely impaired by the ATT opt-in mechanic coming to iOS (rumored made mandatory in March). ATT doesnt exclusively impact app advertisers, & in fact may disproportionately damage eComm and D2C. Some thoughts on how those advertisers should prepare (1/X)

2/ In the @MobileDevMemo 2020 mobile advertising predictions post, I posit that D2C ad spend may drop by as much as 50% in Q2 2020. FB revealed in December that app-to-web campaigns will be governed by ATT opt in, severely limiting campaign efficiency https://t.co/0llZjphmHN
3/ FB had only previously discussed ATT in terms of app campaign relevance. This new revelation likely stemmed from further instructions from Apple following FB's initial guidance https://t.co/ijoaFyXml6
4/ FB affirmed in Dec that app-to-web campaigns will be: conversion event limited, aggregated at campaign level, and limited wrt attribution windows (default: 7-day click). This effectively replicates the privacy treatment of app campaigns on app-to-web campaigns
5/ Adam Lovallo from https://t.co/baV6VrUW7E describes 28-day click / 1-day view the "gold standard" for D2C. Why would FB change the default to 7-day? Because it is aggregating conversions at the campaign level -- universally, with what it is calling Aggregated Event Measurement
6/ This means that the intel that many D2C / ecomm consultants and agencies are dispensing around the conversions API (CAPI) being a panacea here for conversions collection / targeting is invalid unless the user opts in. Conversions are being aggregated at the campaign level
7/ Why is this important? Few reasons. First -- just as with for apps -- the user-centric monetization behavior data that drives campaign performance through personalization will be severely diminished. How much is that worth? FB says 50% of CPM https://t.co/IXxISE3bwh
8/ Second: 7-day click will simply drop a lot of conversions. So not only is targeting losing a substantial amount of precision (bc FB will lose visibility into who spends money on D2C ads & thus should be targeted) but measurement will suffer from loss of data
9/ How should D2C and ecomm advertisers prepare? There are no "quick tips" or clever tricks here: this is a tectonic shift in digital advertising. Sure, implement CAPI -- why not. But pivoting through this requires making fundamental changes to advertising strategy
10/ Understanding the impact of these changes requires acknowledging that the D2C category really only rose to prominence as a result of directly-attributable campaigns on FB & other channels that provided for user-centric monetization profiles / targeting https://t.co/DTRShHDpJ4
11/ When that evaporates w campaign-level aggregation, so does much of the opportunity. eComm & D2C advertisers must wrap their arms around as much first party data as possible to preserve the link. This article from Common Thread provides helpful guidance https://t.co/u9mfbtny58

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Reading this article, the story sounds pretty wild. But I spent a weird amount of time with Martin Shkreli, and I’m not surprised the journalist fell in love w him

A few years back my team built an app called Blab. It was like clubhouse before clubhouse.


When he first joined the app I had no idea who he was. I just saw that his live streams instantly had 3-4K viewers. More than anyone on our tiny platform.

I googled him and it came up: “Martin Shkreli, most hated man in America”

I assumed he was bad news

And he was... but also he wasn’t.

He was a douchebag, but he was in on the joke. He was a dick, but he was also very entertaining.

In the mornings he would live stream himself analyzing stocks or walking through drug discovery pathways.

In the afternoon he’d let people call in and debate him live on air. A CNN reporter tried to get him to go on TV, he refused, and said debate me here on Blab, no edits, no tv time limits.

At night he’d host late night convos - and eventually fall asleep on cam

The guy was a pain in the ass but man he drove traffic.

We had big celebs like Tony Robbins, the Jonas brothers etc... he outperformed them all.

At one point he was bringing in 100k users per month directly to his channel. And Bc he was so entertaining, they stuck.

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