iPhones are no longer cameras in the traditional sense. Instead, they are devices at the vanguard of “computational photography,” a term that describes imagery formed from digital data and processing as much as from optical information. Each picture registered by the lens is altered to bring it closer to a pre-programmed ideal. Gregory Gentert, a friend who is a fine-art photographer in Brooklyn, told me, “I’ve tried to photograph on the iPhone when light gets bluish around the end of the day, but the iPhone will try to correct that sort of thing.”

Advertisers don’t really want to know who you are - they want to show diaper ads to people who have babies, not to show them to people who don’t, and to have some sense of which ads drove half a million sales and which ads drove a million sales.

In practice, ‘showing car ads to people who read about cars’ led the adtech industry to build vast piles of semi-random personal data, aggregated, disaggregated, traded, passed around and sometimes just lost, partly because it could and partly because that appeared to be the only way to do it. After half a decade of backlash, there are now a bunch of projects trying to get to the same underlying advertiser aims - to show ads that are relevant, and get some measure of ad effectiveness - while keeping the private data private.

Apple has pursued a very clear theory that analysis and tracking is private if it happens on your device and is not private if leaves your device or happens in the cloud. Hence, it’s built a complex system of tracking and analysis on your iPhone, but is adamant that this is private because the data stays on the device. People have seemed to accept this (so far - or perhaps the just haven’t noticed it), but acting on the same theory Apple also created a CSAM scanning system that it thought was entirely private - ‘it only happens your device!’ - that created a huge privacy backlash, because a bunch of other people think that if your phone is scanning your photos, that isn’t ‘private’ at all. So is ‘on device’ private or not? What’s the rule? What if Apple tried the same model for ‘private’ ads in Safari? How will the public take FLoC? I don’t think we know.

On / off device is one test, but another and much broader is first party / third party: the idea it’s OK for a website to track what you do on that website but not OK for adtech companies to track you across many different websites. This is the core of the cookie question

At this point one answer is to cut across all these questions and say that what really matters is whether you disclose whatever you’re doing and get consent. Steve Jobs liked this argument. But in practice, as we've discovered, ‘get consent’ means endless cookie pop-ups full of endless incomprehensible questions that no normal consumer should be expected to understand, and that just train people to click ‘stop bothering me’. Meanwhile, Apple’s on-device tracking doesn't ask for permission, and opts you in by default, because, of course, Apple thinks that if it's on the device it's private. Perhaps ‘consent’ is not a complete solution after all.

If you can only analyse behaviour within one site but not across many sites, or make it much harder to do that, companies that have a big site where people spend lots of time have better targeting information and make more money from advertising. If you can only track behaviour across lots of different sites if you do it ‘privately’ on the device or in the browser, then the companies that control the device or the browser have much more control over that advertising

it is very difficult to figure out what specific effect ATT has because there are so many factors involved

If ATT were so significantly kneecapping revenue, I would think we would see a pronounced skew against North America compared to elsewhere. But that is not the case. Revenue in North America is only slightly off compared to the company total, and it is increasing how much it earns per North American user compared to the rest of the world.

iOS is far more popular in the U.S. and Canada than it is in Europe, but Meta incurred a greater revenue decline — in absolute terms and, especially, in percentage terms — in Europe. Meta was still posting year-over-year gains in both those regions until this most recent quarter, even though ATT rolled out over a year ago.

there are those who believe highly-targeted advertisements are a fair trade-off because they offer businesses a more accurate means of finding their customers, and the behavioural data collected from all of us is valuable only in the aggregate. That is, as I understand it, the view of analysts like Seufert, Benedict Evans, and Ben Thompson. Frequent readers will not be surprised to know I disagree with this premise. Regardless of how many user agreements we sign and privacy policies we read, we cannot know the full extent of the data economy. Personal information about us is being collected, shared, combined, and repackaged. It may only be profitable in aggregate, but it is useful with finer granularity, so it is unsurprising that it is indefinitely warehoused in detail.

Seufert asked, rhetorically, “what happens when ads aren’t personalized?”, answering “digital ads resemble TV ads: jarring distractions from core content experience. Non-personalized is another way of saying irrelevant, or at best, randomly relevant.”

does it make sense to build the internet’s economy on the backs of a few hundred brokers none of us have heard of, trading and merging our personal information in the hope of generating a slightly better click-through rate?

Then there is the much bigger question of whether people should even be able to opt into such widespread tracking. We simply cannot be informed consumers in every aspect of our lives, and we cannot foresee how this information will be used and abused in the full extent of time. It sounds boring, but what is so wrong with requiring data minimization at every turn, permitting only the most relevant personal data to be collected, and restricting the ability for this information to be shared or combined?

Does ATT really “[deprive] consumers of widespread ad relevancy and advertisers and publishers of commercial opportunity”? Even if it does — which I doubt — has that commercial opportunity really existed with meaningful consumer awareness and choice? Or is this entire market illegitimate, artificially inflated by our inability to avoid becoming its subjects?

Conflicts like these are one of many reasons why privacy rights should be established by regulators, not individual companies. Privacy must not be a luxury good, or something you opt into, and it should not be a radical position to say so. We all value different degrees of privacy, but it should not be possible for businesses to be built on whether we have rights at all. The digital economy should not be built on such rickety and obviously flawed foundations.

When Messages in iCloud is enabled, iMessage, Apple Messages for Business, text (SMS), and MMS messages are removed from the user’s existing iCloud Backup and are instead stored in an end-to-end encrypted CloudKit container for Messages. The user’s iCloud Backup retains a key to that container. If the user later disables iCloud Backup, that container’s key is rolled, the new key is stored only in iCloud Keychain (inaccessible to Apple and any third parties), and new data written to the container can’t be decrypted with the old container key.

Nick Clegg, president of Meta, penned a lengthy Medium post trying to portray a more positive vision to justify the company’s pivot to all-in for the metaverse future. To Clegg, the metaverse is “ultimately about finding ever more ways for the benefits of the online world to be felt in our daily lives.” This frame is backwards, and reinforces the technology-first lens of social construction that has not held up well over time. A better lens to explain the inevitability of the metaverse is that technology will, over time, provide ever more ways for the benefits of the offline world to be felt through online services. Today’s social media is about communication; the metaverse of tomorrow will be about experiences. Its value is not inherent, but rather lies in the ability of technology to recreate and transport things—in particular, experiences—that have inherent value.

Metaverse technology will, in all likelihood, follow that same evolution. Today’s VR headsets are the equivalent of phonographs and radio. But someday, metaverse users will be able to mix their favorite cocktails in their homes, strap on their multisensory gear, and “walk” into a virtual bar to socialize with friends located anywhere in the world. They’d save the $18 that cocktail costs in a physical bar, and spend it on the $18/month subscription fee for their VirtualBar membership. As the world continues to suffer from the COVID-19 pandemic, it’s easy to see the appeal of virtual substitutes for in-person experiences. In 2020, Zoom replaced in-person social events and professional collaborations; in 2030, the technology options will be far richer, and will capture and convey even more (though not all) of the subtle interpersonal dynamics inherent in human interaction.

The game is that every time we create a new technology, we’re creating new possibilities, new choices that didn’t exist before. Those choices themselves—even the choice to do harm—are a good, they’re a plus.

We want an economy that’s growing in the second sense: unlimited betterment, unlimited increase in wisdom, and complexity, and choices. I don’t see any limit there. We don’t want an economy that’s just getting fatter and fatter, and bigger and bigger, in terms of its size. Can we imagine such a system? That’s hard, but I don’t think it’s impossible.

Miller is the CEO of a new startup called The Browser Company, and he wants to change the way people think about browsers altogether. He sees browsers as operating systems, and likes to wonder aloud what "iOS for the web" might look like. What if your browser could build you a personalized news feed because it knows the sites you go to? What if every web app felt like a native app, and the browser itself was just the app launcher? What if you could drag a file from one tab to another, and it just worked? What if the web browser was a shareable, synced, multiplayer experience?

Miller became convinced that the next big platform was right in front of his face: the open web. The underlying infrastructure worked, the apps were great, there were no tech giants in the way imposing rules and extracting huge commissions. The only thing missing was a tool to bring it all together in a user-friendly way, and make the web more than the sum of its parts.

Browser's team instead spent its time thinking about how to solve things like tab overload, that all-too-familiar feeling of not being able to find anything in a sea of tiny icons at the top of the screen.That's something Nate Parrott, a designer on the team, had been thinking about for a long time. "Before I met Josh," he said, "I had this fascination with browsers, because it's the window through which you experience so much of the web, and yet it feels like no one is working on web browsers." Outside of his day job at Snap, he was also building a web browser with some new interaction ideas. "A big one for me was that I wanted to get rid of the distinction between open and closed tabs," he said. "I wanted to encourage tab-hoarding behavior, where you can open as many tabs as you want and organize them so you're not constantly overwhelmed seeing them all at the same time."

One of Arc's most immediately noticeable features is that it combines bookmarks and tabs. Clicking an icon in the sidebar opens the app, just like on iOS or Android. When users navigate somewhere else, they don't have to close the tab; it just waits in the background until it's needed again, and Arc manages its background performance so it doesn't use too much memory. Instead of opening Gmail in a tab, users just … open Gmail.

Everyone at The Browser Company swears there's no Master Plan, or much of a roadmap. What they have is a lot of ideas, a base on which they can develop really quickly, and a deep affinity for prototypes. "You can't just think really hard and design the best web browser," Parrott said. "You have to feel it and put it in front of people and get them to react to it."

The Browser Company could become an R&D shop, full of interesting ideas but unable to build a browser that anyone actually uses. The company does have plenty of runway: It recently raised more than $13 million in funding from investors including Jeff Weiner, Eric Yuan, Patrick Collison, Fidji Simo and a number of other people with long experience building for the internet, that values The Browser Company at $100 million. Still, Agrawal said, "We're paranoid that we could end up in this world of just having a Bell Labs kind of situation, where you have a lot of interesting stuff, but it's not monetizable, it's not sticky, any of that." That's why they're religious about talking to users all the time, getting feedback on everything, making sure that the stuff they're building is genuinely useful. And when it's not, they pivot fast.

If you’d looked at Skype in 2004 and argued that it would own ‘voice’ on ‘computers’, that would not have been the right mental model. I think this is where we’ll go with video - there will continue to be hard engineering, but video itself will be a commodity and the question will be how you wrap it. There will be video in everything, just as there is voice in everything, and there will be a great deal of proliferation into industry verticals on one hand and into unbundling pieces of the tech stack on the other. On one hand video in healthcare, education or insurance is about the workflow, the data model and the route to market, and lots more interesting companies will be created, and on the other hand Slack is deploying video on top of Amazon’s building blocks, and lots of interesting companies will be created here as well. There’s lots of bundling and unbundling coming, as always. Everything will be ‘video’ and then it will disappear inside.

the calendar is often the aggregation layer - you don’t need to know what service the next call uses, just when it is. Skype needed both an account and an app, so had a network effect (and lost even so). WhatsApp uses the telephone numbering system as an address and so piggybacked on your phone’s contact list - effectively, it used the PSTN as the social graph rather than having to build its own. But a group video call is a URL and a calendar invitation - it has no graph of its own.

one of the ways that this all feels very 1.0 is the rather artificial distinction between calls that are based on a ‘room’, where the addressing system is a URL and anyone can join without an account, and calls that are based on ‘people’, where everyone joining needs their own address, whether it’s a phone number, an account or something else. Hence Google has both Meet (URLs) and Duo (people) - Apple’s FaceTime is only people (no URLs).

When Snap launched, there were already infinite ways to share images, but Snap asked a bunch of weird questions that no-one had really asked before. Why do you have to press the camera button - why doesn’t the app open in the camera? Why are you saving your messages - isn’t that like saving all your phone calls? Fundamentally, Snap asked ‘why, exactly, are you sending a picture? What is the underlying social purpose?’ You’re not really sending someone a sheet of pixels - you’re communicating.

That’s the question Zoom and all its competitors haven’t really asked. Zoom has done a good job of asking why it was hard to get into a call, but it hasn’t asked why you’re in the call in the first place. Why, exactly, are you sending someone a video stream and watching another one? Why am I looking at a grid of little thumbnails of faces? Is that the purpose of this moment? What is the ‘mute’ button for - background noise, or so I can talk to someone else, or is it so I can turn it off to raise my hand? What social purpose is ‘mute’ actually serving? What is screen-sharing for? What other questions could one ask? And so if Zoom is the Dropbox or Skype of video, we are waiting for the Snap, Clubhouse and Yo.