Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.
Facebook Pay, Google Checking, Tech Company Differences
Facebook announced Facebook Pay, which is far different from Libra. Then, Google is apparently getting into checking, which leads to a question of motivations: each of the tech companies are approaching financial services from a different angle.
Apple Earnings, iPhone Pricing, Additional Notes on Apple’s Earnings
Apple had another quarter where the iPhone didn’t dominate, plus more evidence that the company is thinking like a Services company.
Ambient Computing and Antitrust, Google’s New Revenue Streams, Netflix Earnings
The real antitrust concern is with potential constraints on ambient computing. Then, Google has its own Services Narrative, and Netflix’s earnings should be viewed with concern.
Apple Pulls Hong Kong App, Tim Cook’s Memo, Honesty and Control
It was Apple’s turn to be in the spotlight in China; what was surprising was how unprepared the company seemed to be. Then, why companies dealing with China, including Apple, should be more honest.
The China Cultural Clash
The NBA controversy in China highlights a culture clash that both tech companies and the U.S. government need to take to heart. Plus, why Tiktok being Chinese is increasingly a problem.
Apple App Store Changes, Google to Remove French News Excerpts, Europe Bans Content Worldwide
Apple is softening App Store lock-in by the barest amount possible. Then, Google shows its power in France, but a case against Facebook shows how limited that power is.
Beachheads and Obstacles
Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.
Day Two to One Day
Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search. There is reason, though, to be optimistic that the company has gotten back to Day One. Plus, where are the other big tech companies?
The Apple Watch Tells Time, Additional Observations on Apple’s Event, Revisiting App Store Search
The “Always-on” Apple Watch update is an important one, additional notes from Apple’s event, and why the company is likely being honest about App Store Search