The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft’s business.
Evaluating Sundar Pichai, EC Announces New Google Investigation, Amazon Blocks FLoC
Google doesn’t have a leadership problem, it’s just getting old. Plus, another EC investigation, and why Amazon’s advertising business is well-placed.
Shop Pay on Google and Facebook, Shopify’s Evolution, The E-Commerce Shift
The announcement that Shop Pay is available to any merchant on Facebook and Google marks an evolution in both e-commerce and Shopify itself
The Cicilline Salvo
A package of new proposed laws for regulating tech companies are in part a negotiating ploy, but also an indicator of change.
Starfield, an Xbox Exclusive; Xbox Cloud Gaming; New Consumer Paradigms
Microsoft’s E3 announcement give more shape to its cloud gaming ambitions, and highlight how difficult new consumers paradigms are today.
Apple and Creators; Fanhouse and a Middle Way; Pragmatism and Conversions
Apple is receiving objections from the creator economy about its share, but it is likely that creators will have to accepts Apple’s terms as they are.
ShazamKit and Weather, iOS 15’s New Privacy Approach, Mail Privacy Protection and Newsletters
Apple and Microsoft have similar approaches to developers, and iOS 15’s approach to privacy is better than iOS 14.
Integrated Apple and App Store Risk
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.
Passport Update, F8 Refresh, Trump Ends Blog
F8 was all about developers, and there is reason to believe that Facebook is serious about building a real platform, particularly on messaging.
Amazon Buys MGM, The Streaming Opportunity, Anti-Monopoly vs. Antitrust
Amazon’s purchase of MGM makes sense strategically, but also points to bigger ambitions; it also highlights how a lot of antitrust talk is actually anti-monopoly.