Facebook’s earning highlighted the resiliency of its business, but also its vulnerability to Apple. It now appears that Apple is going after Facebook revenue directly.
August 2020
The WeChat and TikTok Executive Orders, The Apple Angle, WeChat Abroad
New Executive Orders may block TikTok and WeChat from App Stores: how will Apple respond, and what is the human cost?
Samsung and Google, Samsung and Microsoft, Xbox Game Pass and iOS
Why Samsung and Google grew apart, leaving an opening for Microsoft, who still needs access to devices.
TikTok Key Money, Rule By Law, China Gaslighting
Trump put TikTok’s potential sale to Microsoft in a new light, and it is an exceedingly ugly one.
Antitrust Politics
Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.
Microsoft and TikTok, The Microsoft Angle, The TikTok Angle
Understanding what is happening with Microsoft’s bid for TikTok, why the enterprise company would do the deal, and the implications for TikTok, Facebook, and others.