Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.
Apple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
The End of OS X
OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.
Apple’s Response to Hey, Hey’s Response to Apple, Hey’s Limited Antitrust Options
Apple and Hey go back and forth, but probably not to court.
Snap Partner Summit, Snapchat’s OS, Facebook Versus Australia
Snap is building its own operating system in its own world, while Facebook is honest about the relative value of Australian publishers.
TikTok and Quibi, TikTok and Shopify, TikTok Complications
Quibi — and Shopify! — explain why TikTok is so successful. As always, though, the TikTok story is complicated by the Chinese connection.
Platforms in an Aggregator World
Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.
Shopify Shop, Shopify’s Reason to Exist, Google’s Earnings
Shopify launched the Shop.app, which is not only a poor experience but also makes no sense strategically. Then, Google’s earnings show how big tech is going to get even stronger.
The Anti-Amazon Alliance
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.
Facebook Invests in Jio Platforms, The Building of Jio, Understanding the Deal
Jio showed how the best way to serve the poor is to create a market for them, not simply give them charity like Facebook tried to do with Free Basics. That is why it makes sense for them to work together.