Apple wins in court, probably for good; meanwhile, its tracking rules aren’t really being enforced, and probably can’t be, which means Apple’s overreach was a mistake.
The Information has a report on a deal Apple made with the Chinese government; this explains multiple things over the last five years, and may indicate that Apple’s position is fairly secure.
The FTC is suing to block Nvidia’s ARM acquisition; it is a plausible argument, although Nvidia can make a pro-innovation case. Regardless, ARM’s future looks shakier than before.
Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
Why making Twitter into a subscription business would be a terrible idea, how Twitter’s new policy is reactionary, and how the shows how much Twitter has changed
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?
An update on Stratechery and why I’m particularly thankful this Thanksgiving.
Spotify’s earnings show that their strategy is working exactly as predicted; then, Universal is responding to Taylor Swift’s leveraging of Internet power.
Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.