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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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 Held in Contempt, The Crux of the Case, The Takings Clause
The judge in the Epic case released a devastating ruling on Apple’s lack of compliance in terms of allowing links to the win; Apple was clearly in the wrong, but still might win on appeal.
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An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.
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Google Loses Ad Antitrust Case, Market Definitions and Tying, The Trinko Exception
Google lost its ad antitrust case; if the case is upheld, it has important implications for all Aggregators.
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Google Earnings, Search Status, China Antitrust Actions
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.
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Google’s Play Store Remedies, The Injunction, The Power of Network Effects
The injunction against Google in the Epic-Google case are far-reaching, but probably won’t have the intended effects in the long run.
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An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
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Broadcom and Intel?, Nvidia Earnings, DOJ Investigating Nvidia
Thinking about Intel rescue plans, then Nvidia’s earnings were expectedly uneven; what is unexpected is the extent to which the Justice Department wants to punish success.
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Intel Concerns, Fubo Blocks Venu
Intel Concerns, Fubo Blocks Venu


