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.
Podcast Apps Banned in China, Podcast Censorship, Zoom Suspends U.S.-based Chinese Activist
Two podcasts apps were banned in China; Apple has to follow local law, but how much censorship is Apple doing itself? Then Zoom demonstrates it can’t be trusted.
The Tragic iPad
The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out for them.
A Framework for Regulating Competition on the Internet
Understanding the differences between platforms and Aggregators is critical when it comes to considering regulation.
Portability and Interoperability
Data portability is friendly to consumers, but it has very little to do with encouraging competition, at least relative to interoperability.
Integration and Monopoly Follow-Up, Apple Paternalism, TikTok and CFIUS
More on Apple and restrictions on competition, and why it is different than Google. Then, Apple’s actions around vaping cross the line, plus why TikTok does not deserve the benefit of the doubt.
Integration and Monopoly
Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.
Ambient Computing and Antitrust, Google’s New Revenue Streams, Netflix Earnings
The real antitrust concern is with potential constraints on ambient computing. Then, Google has its own Services Narrative, and Netflix’s earnings should be viewed with concern.