Welcome to the Tech Meme Ride Home for Friday, February 5th, 2021. I'm Brian McCullough today.

Are Apple's coming IDFA changes going to have a bigger ripple effect across the entire

tech industry than we're even anticipating. Chinese users are flocking to

clubhouse which probably means the end of clubhouse in China. Why a shortage of silicon is causing automakers to cut vehicle

production and of course the weekend long read suggestions.

Here's what you miss today in the world of tech. You know about those changes to add tracking that Apple is going to flip the switch on on

iOS soon. You know how Facebook has said this will hurt small businesses and also them quite directly they've also admitted

Well as this ad-poculips creeps ever closer there is increasing chatter about how big this move might actually

be for basically everyone.

Let me hit some of the most recent takes for you.

First, what prompted me to lead with this today is that in their earnings

last night snap had to warn that the coming changes by Apple to IDFA could have a materially adverse effect on their business.

And it wasn't just SNAP either.

Unity also came out and said IDFA changes will hit the pocketbooks of all mobile game developers

quoting CMBC.

Unity software said in its earnings report that the changes to IDFA

will affect the way mobile game developers get new customers

and quote how they optimize lifetime customer value end quote

although it's difficult to estimate our guidance assumes IDFA changes begin in the

spring and will reduce our revenue by approximately 30 million dollars or 3% of

revenue in 2021," the company wrote.

In prepared remarks for its Q for earnings report, SNAP, Chief Financial Officer, Derek Anderson said the

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