Meta
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Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
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Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.
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Facebook Filter Foibles, The EU Copyright Directive, Yelp and the Three Approaches to Internet Content
Facebook provides a useful example of how automated filtering goes wrong, even as the E.U. mandates exactly that. A recent court case about Yelp shows that the U.S. has the best approach to content law.
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South Dakota v. Wayfair, and Amazon; Wayfair’s Unintended Consequences; Ohio v. American Express, and Tech
Two Supreme Court decisions have an impact on tech: first, states can collect sales taxes on e-commerce, and second, the burden of proof for antitrust just got higher.
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Morris Chang Retires; Apple, Microsoft, Facebook Follow-Up; Who Gets to Be on the Steam Store?
Morris Change, the founder of TSMC, is one of the most important tech figures in history. Then, follow-up on Microsoft-GitHub, Apple and the App Store, and Facebook and the New York Times. Plus, why Valve is getting platform control right.
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The Bill Gates Line
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
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The Moat Map Follow-up; Uber, YouTube, and Spotify; The Public Cloud and Scale
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.