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by onion2k 1849 days ago
this chain of events is about to trigger an irreversible slump in Facebook’s advertisement business

Surely the majority of ads Facebook sells are displayed on Facebook's properties (Facebook, apps, IG, etc), where they'll have the logged in user's details already and don't need the user's device mobile advertising ID. That's not to say this won't impact them at all, because it will, but it's not exactly the sky falling.

1 comments

Exactly. This only affects cross site/app tracking. Which hurts attribution and data collection, but in some cases actually strengthens their walled-garden.
It hurts Facebook, but it hurts their competitors more.
> It hurts Facebook, but it hurts their competitors more.

So it hurts Google and Amazon more? [1]

1 - https://www.businessinsider.com/google-facebook-amazon-were-...

Those are far from the only competitors.
What competitors? Smaller adtech companies? Sure, there will be some shifts and consolidation but they'll still be around.
There are a massive amount of mid—tier players, not to mention Oracle and Adobe who are also whales.
They're all small compared to the duopoly/FAANG.