Advertising is on the verge of substantial changes, which will primarily benefit Apple and Google. Is it worth the tradeoff?
Ben Thompson
ESPN+ Rights Deals, ESPN+ Increases Prices, Black Widow’s Streaming Numbers
Disney’s tactics around ESPN+ are coming into line with streaming’s strategic opportunities; plus, Black Widow streaming numbers show how release windows are changing.
Google Sued Over Play Store, The Differences Between Apple and Google, Changing the Rules
Google is facing another antitrust lawsuit, this time over the App Store; it’s a more compelling case than Apple v. Epic.
Instagram Exclusive Content, Value Chain Conflicts, Facebook Bulletin
Exclusive Content on Instagram, like Super Tweets, is a compelling product for both the company and creators. It’s also why Bulletin is more compelling than it seems.
Instagram’s Evolution
Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.
Didi Removed From App Stores, China vs. Tech, CAID and Chinese Privacy
China’s move against Didi didn’t happen in isolation: it’s the latest in a series of moves that should give investors pause.
Shopify Lowers Developer Fees, Scaling Digital Suppliers, The Power of App Stores
Shopify is lowering fees for developers, which makes sense given it is operating an app store, the Internet’s most powerful business model.
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.