More on Apple’s App Store monopoly, including why it’s different from Google and Steam, and far more egregious than other digital platforms. Then, Amazon announced ARM chips for AWS: what changed, and what does this mean for Intel.
Antitrust, the App Store, and Apple
Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.
Amazon’s Reported RSN Bid, The Future of Sports Rights, Apple in the Supreme Court
Amazon probably isn’t buying 22 RSNs; sports rights don’t really make sense for streaming services. Then, Apple is in the Supreme Court in a case that is hugely important for the entire tech industry.
Happy Thanksgiving, Tencent Earnings, Fox Sports MLB Deal
Happy Thanksgiving! Tencent’s earnings and impressive diversification, and the impact on Apple, plus why MLB’s new deal with Fox shows that sports are as valuable as ever.
Qualcomm Loses Preliminary Judgment; Qualcomm’s Earnings; More on Netflix and MVPDs
A federal judge rules against Qualcomm in a clear victory for Apple, just another area where Qualcomm is struggling. Then, why is Netflix allowing itself to be commoditized, at least a bit, by MVPDs?
Apple’s Earnings; Apple, Tencent, and China; iPad Pro Reviews
Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.
The Conflation of Consumer Welfare with Antitrust, More Panel Notes, Google to License Play Store in Europe
Thoughts and notes from the FTC discussion on digital platform and competition, plus how Google’s remedy in Europe will mean more of the same when it comes to Android.
Paul Allen Passes Away, Photoshop on iPad Announced, The App Store and Incumbents
Paul Allen helped create Microsoft, but it didn’t define him. Then, Photoshop for the iPad is announced; it has a chance because it’s from a big company.
Fortnite’s Bad Bug, Epic’s Complaint, The Downside of Open
Fortnite has a bad bug, and while the company is being blamed for circumventing the Play Store, Android’s design is a big part of the problem.
Fortnite Skips Google Play, Netflix Explores Bypassing iTunes, Big Names and Long Tails
Fortnite is skipping out on Google Play, and Netflix is trying to get out of the App Store. That’s not great for Apple and Google, but the effort is hardly a surprise.