Welcome to hell: Apple vs. Google vs. Facebook and the slow death of the web
What we're really talking about is money and power in Silicon Valley
Those huge chunks — the ads! — are almost certainly the part you don't want. What you want is the content, hot sticky content, snaking its way around your body and mainlining itself directly into your brain. Plug that RSS firehose straight into your optic nerve and surf surf surf 'til you die.
the irony of charging for an ad blocker is too much for me I might die overnight see you later
Now, here's the thing about the web, and in particular web ads: the biggest provider of ads on the web is Google. In particular, Google runs an ad server called DoubleClick for Publishers, or DFP. DFP is huge, and it serves ads for basically every major publisher: Vox Media and The Verge use DFP. BuzzFeed uses DFP. ESPN uses DFP. If you are seeing advertising on the web, there is a real chance it's being served to you by DFP. Even native advertising is served by DFP; that's how the native ad slots on The Verge's home page are managed independently of editorial.
iOS 9 is Apple's attempt to fully drive the knife into Google's revenue platform
Then, in addition to DFP, Google runs the web's largest ad exchange, AdX. DFP lets publishers serve their own ads, while AdX is responsible for those programmatic ads that follow you around the web. Those are the three biggest categories of web advertising revenue — premium display, native, and programmatic — and Google has a huge stake in all of them.
In fact, there's no other company that's managed to monetize the web quite like Google has through the power of DFP and AdX. The web has always been Google's native platform, and DFP means that the web is also Google's revenue platform — users search for things using Google, see Google search ads, and then land on content that is further monetized by Google DFP and its ad exchange. This is basically the foundation of Google's entire business: Google makes the lion's share of its money on search, and Google search doesn't work if the web isn't searchable, so Google has a huge interest in making the web profitable for media companies, so they can search all that content.
And with iOS 9 and content blockers, what you're seeing is Apple's attempt to fully drive the knife into Google's revenue platform. iOS 9 includes a refined search that auto-suggests content and that can search inside apps, pulling content away from Google and users away from the web, it allows users to block ads, and it offers publishers salvation in the form of Apple News, inside of which Apple will happily display (unblockable!) ads, and even sell them on publishers' behalf for just a 30 percent cut.
Ads in Apple News and the Facebook app are unblockable
Oh, and if you're not happy with Apple News, you can always turn to Facebook's Instant Articles, which will also track the shit out of you and serve unblockable ads inside of the Facebook app, but from Apple's perspective it's a win as long as the money's not going to Google.
This is the dynamic to keep in mind — especially when you see Apple bloggers like Gruber forcefully discount the notion that Apple's decisions will affect small publishers. The Apple vs. Google fight has never been more heated or more tense, and Facebook's opportunity to present itself as the savior of media has never been bigger — through hey-it's-just-about-speed Instant Articles, which will almost certainly be featured higher in the News Feed, and huge things like its massive video initiative, which is a direct assault on YouTube. And oh — Apple's new tvOS, that huge bet on bringing apps to TV? Doesn't support WebKit at all.
And the collateral damage of that war — of Apple going after Google's revenue platform — is going to include the web, and in particular any small publisher on the web that can't invest in proprietary platform distribution, native advertising, and the type of media wining-and-dining it takes to secure favorable distribution deals on proprietary platforms. It is going to be a bloodbath of independent media.
Earlier this year John Herrman at The Awl said "the next internet is TV," and he's never looked more right — large publishers with digital savvy, big brands, and big audiences (like BuzzFeed and yes, Vox Media) will be just fine in this new world. In many ways, this is the opportunity new digital media companies were made to take advantage of, just as there was a moment for cable network upstarts and a moment for dynamic new print magazines to parlay their savvy with the younger generation into lasting cultural impact.
Taking money and attention away from the web means that web innovation will slow to a crawl
These are the questions worth asking — and they deserve better answers than simply "they'll adapt." Because there's only one thing that makes adaptation such a powerful force.
Death.