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Monday, 1 November 2021

Estimate: Apple's iOS App Tracking Transparency policy cost Snap, Facebook, Twitter, and YouTube almost $10B in combined lost ad revenues so far (Patrick McGee/Financial Times)

Patrick McGee / Financial Times:
Estimate: Apple's iOS App Tracking Transparency policy cost Snap, Facebook, Twitter, and YouTube almost $10B in combined lost ad revenues so far  —  Forcing apps to ask for permission to track users for advertising purposes leads to big hit for social media platforms



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...