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.
Google’s approach to travel mirrors its approach to Shopping, which, correctly or not, was already ruled to be illegal in Europe. Then, Disney+ rolls out like a movie, and fails like a service. Plus, more on Instagram and influencers.
Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumers.
First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.
Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.
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.
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
More on TikTok, then Disney and Blizzard demonstrate how expensive customers can be, while Google and Facebook benefit.
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 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.