I'm all over this thread, and the answer to your question is yes. I spent a number of years at an ad-driven FAANG (which narrows it down to three). And I still

I'm all over this thread, and the answer to your question is yes. I spent a number of years at an ad-driven FAANG (which narrows it down to three). And I still think that firstly, this decision by Apple is gonna drive a lot of small niche products to the wall, and secondly, is a part of Apple's longer term plans to make a significant amount of money from advertising over the next five years.