Antitrust
The endgame for Aggregation Theory is inevitably antitrust.
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The Justice Department’s lawsuit against Google is appropriately narrow, and if it fails it gives a template for Congressional action.
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Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.
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Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.
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The European Commission’s antitrust case against Google is likely to be the first of many against aggregators, because the end game of Aggregation Theory is monopoly.
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Apple, Epic, and the App Store
The App Store is not one thing: it is installation, payments, and customer management; the further Apple gets from iOS, the worse its actions are for users and developers.
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Qualcomm Wins on Appeal, The Opinion, Apple’s Foresight
Qualcomm won its appeal against the FTC; most of the opinion’s narrow arguments make sense, but look differently when considered holistically.
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Antitrust Politics
Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.
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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.
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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.
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Xscale and ARM in the Cloud, Hey Versus Apple, Apple’s IAP Campaign
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.
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Coronavirus Clarity
The coronavirus crisis is making clear just how powerful tech companies are; hopefully this leads to a much more productive conversation about how that power should be utilized or regulated.