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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Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta
Microsoft didn’t just win its case against the FTC: the totality of its victory calls into question the FTC’s legitimacy, and may lead to more acquisitions in the future.
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EU Narrows Apple Case, Snap’s My AI
The European Commission closes on a ruling that makes sense for Apple’s App Store, and Snap launches their own OpenAI-powered chat bot
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DOJ Sues Google, Google’s Advertising Aggregation, No Duty to Deal
The DOJ’s lawsuit against Google details a lot of anti-competitive behavior, but the underlying source of Google’s strength is Aggregation.
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Consoles and Competition
Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
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Spotify Earnings, Spotify Exclusives, Spotify vs. Apple
Spotify’s earnings were solid, although I am more skeptical of its podcast exclusive strategy than ever. Plus, Apple continues to act anti-competitively, this time in e-books.
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Launch Follow-Up, Figma Feedback, More on Antitrust and Acquisitions
More details on yesterday’s launch, then a designer explains why Figma is different, and why Adobe has a good chance in court if it goes that far.
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Adobe Acquires Figma, Figma’s Disruption, The Figma OS
Adobe’s acquisition of Figma is about the long-term shift in the design value chain; it paid so much because there was no other reason for Figma to sell.