Shopify is lowering fees for developers, which makes sense given it is operating an app store, the Internet’s most powerful business model.
June 2021
Facebook Complaint Dismissed; Anti-Monopoly vs. Antitrust, Revisited; Where Facebook Lost
Facebook had a good day in court, but there was still one big reason to be concerned.
The Lightness of Windows
The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft’s business.
Lobbying Congress, Apple’s Report, What About Consumers?
Apple is belatedly waking up to its Congressional risk; Congress, though, needs to consider the risks of unintended consequences.
Evaluating Sundar Pichai, EC Announces New Google Investigation, Amazon Blocks FLoC
Google doesn’t have a leadership problem, it’s just getting old. Plus, another EC investigation, and why Amazon’s advertising business is well-placed.
Pandemic Progress
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.
Stripe Tax, Stripe Identity, Stripe’s Missed Opportunity
Stripe launched two new products: one makes perfect sense, while the other feels like a bit of a missed opportunity.
Shop Pay on Google and Facebook, Shopify’s Evolution, The E-Commerce Shift
The announcement that Shop Pay is available to any merchant on Facebook and Google marks an evolution in both e-commerce and Shopify itself
The Cicilline Salvo
A package of new proposed laws for regulating tech companies are in part a negotiating ploy, but also an indicator of change.
Starfield, an Xbox Exclusive; Xbox Cloud Gaming; New Consumer Paradigms
Microsoft’s E3 announcement give more shape to its cloud gaming ambitions, and highlight how difficult new consumers paradigms are today.