Facebook made major changes to accommodate Apple’s iOS 14 policies, probably because Apple leveraged their control of the App Store to give them no choice. Then, the implications of the Georgia outcomes for tech.
Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
Google’s many antitrust cases, ranked! Plus, one small way that COVID is pushing one group of friends into the future.
The ideas behind Social Networking 2.0 are not new, but the Idea Adoption Curve takes time. Plus, how Facebook missed its platform chance a decade ago.
Facebook and Twitter represent the v1 of Social Networking; it’s a bad copy of the analog world, whereas v2 is something unique to digital, and a lot more promising.
Disney’s investor day showed the power of differentiated IP and optionality.
Facebook clearly tried to eliminate competition by acquiring Instagram and WhatsApp, but it’s not clear they were successful, which is the question that matters in a case that is ultimately about politics and power.
Apple’s position on privacy seems unimpeachable, but it ignores trade-offs, and risks a bad outcome for the Internet as a whole.
WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.