Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.
The Squid Game Breakout, Netflix’s Squid Game Strategy, Disney Franchises versus Netflix Dice
Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.
Cloudflare’s Disruption
Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
Apple Bug Bounties, Apple’s Developer Relations Problem, IAC Acquiring Meredith?
Apple’s bug bounty program failures are emblematic of its larger problems with developer relations; then, why iOS 14 may be connected to IAC potentially buying Meredith
The Apple v. Epic Decision
Understanding Apple’s victory in Apple v. Epic, and the limitations of the injunction on anti-steering provisions.
Regulators and Reality
The FTC’s new Facebook case isn’t any better than the old one, even as there are ever more questions about the potential harm of regulatory interference
Enterprise Metaverses, Horizon Workrooms, Workrooms’ Facebook Problem
Virtual reality may be more compelling in the enterprise than the consumer space; Facebook’s new product shows why — if it can overcome the Facebook factor
Disney Earnings, ESPN and Disney’s Streaming Strategy, Flexibility and Residuals
Disney’s results suggest the company should stay the course with its current streaming strategy; however, the way it funds movies may have to change.
Amazon and ATT, Amazon’s EU Fine, AppLovin and Zynga
iOS 14’s wide-ranging impacts are becoming more apparent, in companies from Amazon to Facebook to AppLovin to Zynga. Plus, Amazon’s EU fine.
Olympic Ratings, Google Earnings, YouTube and Brand Advertising
Google’s results were even better than the rest of the industry, thanks to YouTube.