How TikTok exposed Facebook’s blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.
Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
Facebook responds to China in Hong Kong, while Stripe avoids the complication. Then, Instagram Reels shows why Instagram Stories succeeded.
India is banning Chinese apps, in a reminder that nations still matter; China knows the more than anyone. Then, why centralized App Stores make this easier, and why Reddit is a reminder that infrastructure matters.
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
Apple and Hey go back and forth, but probably not to court.
Apple’s likely next steps, encouraging moves from Shopify, and quick thoughts on the EU versus Apple, Section 230, and Zoom and encryption
Follow-up on Apple, ARM, and Intel, then unpacking the Hey dispute with Apple, and the possibility that Apple is doubling-down on Services by squeezing developers.
ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.
Zoom didn’t just add free users: it’s revenue exploded as well. How AWS made that possible, and why Zoom’s encryption plans are a good idea.