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 and the Monopoly Question, iPhone Market Share, Apple’s Durability
More on the Apple antitrust case, and the pertinent question of whether or not the iPhone has dominant market share. Then, why the DOJ’s theory of the case is fundamentally flawed.
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United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren’t about the App Store. I think, though, Apple’s approach to the App Store is what led to this case.
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Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t
Microsoft is acquiring Inflection AI in everything but name, which makes everything about this deal very strange.
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The Supreme Court Declines to Hear Apple-Epic, Apple’s (Predictable) Response
The Supreme Court declined to hear the Apple Epic case, which means the injunction against Apple’s ban on steering links in apps goes into effect. Apple’s response, though, shows that nothing will change (and no one should be surprised).
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Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question
Epic won its antitrust case against Google, which shouldn’t be a surprise to Stratechery readers: the situation is very different than Apple. What matters most in the decision, though, is tying.
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Google’s Apple Payments; Apple Services: Narrative vs. Reality; Google’s Motivation
The juiciest detail yet came out of the Google antitrust case: how much the company pays Apple. This isn’t just a function of Apple’s leverage, but also Google’s strategic foresight.
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FTC Sues Amazon
The FTC is suing Amazon, and some of the complaints are compelling, but ultimately not convincing.