Sensor Tower’s recent acquisition has come as a bit of a shock to many in the industry – not in the least because many thought Data.ai was the company with more purchasing power. Learn what this acquisition means for the industry and how it will likely impact you. Additionally, dive into Apple’s new legal fight against the United States and see why Embracer’s divestment of Gearbox to Take-Two Interactive highlights the shortcomings of the “federated states” business model.
Takeaways
- Sensor Tower’s purchase of Data.ai likely means rising prices for everyone in the industry.
- The involvement of private equity in the Sensor Tower deal raises some interesting questions.
- The “federated states” business model has not panned out – it really only works during good times.
- It makes more sense to consolidate certain things like go-to-market, customer support, etc.
- Apple’s App Store behavior has created animosity that made them vulnerable to attack.
- The case against Apple focuses on withholding feature access from competitors, among other things.
Podcast Chapters
- 00:00 – Opening remarks and intro
- 00:39 – Sensor Tower: The new king of data?
- 07:48 – Embracer’s failed federated strategy
- 15:39 – Illegal monopoly? Apple vs. the United States
- 21:26 – Outro and sponsor message
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