More on Apple’s challenges in the Chinese market, both in the past and going forward, and then why e-commerce companies are beating everyone else, both in China and the U.S. Then, why the China market is so attractive.
AT&T, Time Warner, and the Need for Neutrality
It is no surprise that a judge allowed the AT&T-Time Warner acquisition to proceed given the government’s poor case; the question is if a better case could have been made. What is ultimately needed, though, are new laws.
Microsoft to Buy GitHub, A Win for GitHub, Facebook’s Data-Sharing Deals with Device Makers
Microsoft is reportedly buying GitHub, which makes a lot of sense for both Microsoft and GitHub, and all GitHub users. Then, why the latest Facebook scandal is probably overblown.
Internet Trends: Smartphones and Internet Usage, Tech’s Takeover, The Small Business Revolution, Tech’s Deflationary Effect
The slides that stood out to me from Mary Meeker’s annual Internet Trends report.
Snap’s Monetization Flaw; Microsoft and the Effect of Antitrust; Apple, Russia, and Telegram
Reactions from the Code Conference interviews with Snap CEO Evan Spiegel and Microsoft President and Chief Legal Officer Brad Smith, plus a very problematic demand of Apple by the Russian government.
The Bill Gates Line Follow-up, Twitter and the Bill Gates Line, Data Portability and Facebook
Following up on The Bill Gates Line, applying it to Twitter, and then why Facebook portability is a bad idea.
The Bill Gates Line
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
Spotify’s New Hate Policy, Twitter’s Behavior Policy, YouTube Music and YouTube Premium
Spotify’s new hate policy and Twitter’s behavior policy seem like good things at first glance, but what they suggest about the companies’s power is worrisome. Plus, YouTube’s subscription plans are as confusing as ever.
Apple Earnings, Facebook’s F8 Keynote, Facebook Dating
Apple’s earnings were less interesting than the expectations game. Facebook’s F8 conference, meanwhile, again cast Zuckerberg’s vision of technology in stark contrast to Steve Jobs. Plus, why Facebook Dating will likely flop.
Open, Closed, and Privacy Follow-Up; Facebook Earnings; Notes on Facebook Earnings
A follow-up to Open, Closed, and Privacy, then multiple notes on Facebook’s earnings: the company’s executives sounded confident, and they should be.