# Opinion — The State of Streaming

> Analysis and argument from the masthead. Labeled opinion, attributed to Staff.

Section URL: https://thestateofstreaming.com/opinion/
Articles in this section: 4

## Articles

- [Meta-AWS Graviton Deal Is the Compute Moat, Disclosed](https://thestateofstreaming.com/opinion/2026/05/meta-aws-graviton-continuous-ai/) — 2026-05-03
  Matt Garman put a number on Meta's compute advantage — and ATT, GDPR, and TikTok already proved it only compounds.

- [Meta's 70% of Social Ad Revenue Is the Walled-Garden Math](https://thestateofstreaming.com/opinion/2026/05/social-ad-concentration-omdia-meta-70/) — 2026-05-03
  Three resets promised to dilute social-ad concentration; Omdia's Aguete shows four platforms now capture over 90%.

- ['Independent' Has Stopped Meaning Anything Buyers Can Audit](https://thestateofstreaming.com/opinion/2026/04/independent-adtech-stack-walled-garden-thesis-2/) — 2026-04-27
  Four 2026 ad-tech consolidations packaged themselves as the open-internet alternative to Amazon. By their own definitions, every one is now a smaller walled garden — and buyers should treat them that way.

- ['Independent' Has Stopped Meaning Anything Buyers Can Audit](https://thestateofstreaming.com/opinion/2026/04/independent-adtech-stack-walled-garden-thesis/) — 2026-04-27
  Four 2026 ad-tech consolidations packaged themselves as the open-internet alternative to Amazon. By their own definitions, every one is now a smaller walled garden — and buyers should treat them that way.