Apple is reverting to form, trying to control everything. It is also threatening all of Epic’s business, not simply Fortnite.
Ben Thompson
Apple, Epic, and the App Store
The App Store is not one thing: it is installation, payments, and customer management; the further Apple gets from iOS, the worse its actions are for users and developers.
Qualcomm Follow-up, Twitter Earnings, Twitter Subscriptions?
It matters that Qualcomm is a U.S. company. Then, why Twitter is struggling with advertising, and what a subscription product might look like.
Qualcomm Wins on Appeal, The Opinion, Apple’s Foresight
Qualcomm won its appeal against the FTC; most of the opinion’s narrow arguments make sense, but look differently when considered holistically.
Facebook’s Earnings, Apple’s Ad Exception, Facebook’s Headwinds
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.
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.