Ben Thompson
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Apple and the Monopoly Question, iPhone Market Share, Apple’s Durability
More on the Apple antitrust case, and the pertinent question of whether or not the iPhone has dominant market share. Then, why the DOJ’s theory of the case is fundamentally flawed.
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United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren’t about the App Store. I think, though, Apple’s approach to the App Store is what led to this case.
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An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt
An interview with dLocal founder Sebastian Kanovich and CEO Pedro Arnt about growing a payments business in emerging markets.
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Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t
Microsoft is acquiring Inflection AI in everything but name, which makes everything about this deal very strange.
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Nvidia Waves and Moats
Nvidia’s GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia’s need to dig a new kind of software moat.
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Apple Releases AI Research Paper, Apple + Gemini?
Apple releases a new paper about AI, while there are rumors the company might partner with Google to offer Gemini in iOS; both make sense for Apple’s strategic position.
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An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
An interview with Zoom founder and CEO Eric Yuan about starting Zoom, surviving COVID, and building a moat in the enterprise.
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Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio
Walmart is focused on building an advertising business, and acquiring a TV maker makes perfect sense in that regard.