How TikTok exposed Facebook’s blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.
Analog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads
Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
Hong Kong and Facebook, The Pacific Light Cable Network System and Stripe, Facebook Lasso and Instagram Reels
Facebook responds to China in Hong Kong, while Stripe avoids the complication. Then, Instagram Reels shows why Instagram Stories succeeded.
India Bans Chinese Apps, The App Store Firewall, Reddit and The Donald
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.
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.
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.
Hey v Apple Follow-Up, Shopify and Walmart, Three Follow-Ups
Apple’s likely next steps, encouraging moves from Shopify, and quick thoughts on the EU versus Apple, Section 230, and Zoom and encryption
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.
Apple, ARM, and Intel
ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.
Zoom’s Earnings, Zoom and AWS, Zoom and End-to-end Encryption
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.