Anti-monopoly vs. Antitrust

What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.

2020 Bundles

The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.

Nvidia’s Integration Dreams

Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.

Rethinking the App Store

Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?

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.

Antitrust Politics

Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.

India, Jio, and the Four Internets

There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio.

The TikTok War

How TikTok exposed Facebook’s blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.