For some months now I've been admiring the writing of Frederic Filloux and Jean-Louis Gassee, the French co-authors of The Monday Note.
Today's TMN edition has prompted a rare post in this blog ... Filloux writes a searing yet icily-argued attack on assumptions re Google and Facebook's respective futures in ad revenue terms, using the Do Not Track controversy, and Microsoft's apple-cart-upsetting declarations, as his departure point.
Connected to this, but standalone in terms of its vigour and urgency, is Gassee's equally thoughtful yet brutal body check to what he calls "The $20B Opportunty Mirage" of mobile advertising. I've leave you to read it, but it's bracing stuff.
Overall, their positions (a) that ownership and manipulation of data confer no intrinsic value or entitlement, and (b) that simply pointing to how enormous mobile advertising could/should be consitutes proof of commercial potential, are very much in line with my own views.
They also bring a wealth of evidence to their arguments that make this work credible as well as invigorating reading.
Comments