I don't really get how trends like this one (and IMO that's just the tip of the ice berg – this is companies preparing for the inevitable legislation that will make most forms of tracking illegal within the next 10 years) don't affect facebook or google stock.
This IMO makes two scenarios likely:
1) The market is currently just dragging along, hoping this will all go away and we're really in a major ad-bubble that's about to pop.
2) Tracking... isn't that profitable after all. All the personalized tracking shit can be replaced with a simple "users who clicked on canon printer also clicked on cheap ink refill kits" type of model that gets the same results or better. Which also puts into question a lot of what FB and Google are actually doing.
This IMO makes two scenarios likely:
1) The market is currently just dragging along, hoping this will all go away and we're really in a major ad-bubble that's about to pop.
2) Tracking... isn't that profitable after all. All the personalized tracking shit can be replaced with a simple "users who clicked on canon printer also clicked on cheap ink refill kits" type of model that gets the same results or better. Which also puts into question a lot of what FB and Google are actually doing.