Google’s Earnings are increasingly problematic because the company doesn’t break out critical information about its business. Then, Other Bets compensation, and why Google’s 30% App Store take shows Apple’s power.
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.
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.
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 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.
Follow-up on Google’s EU decision, and a reminder that Google really good for consumers. Then, Google’s strong quarterly results, and why the understanding Facebook’s strategic advantages may be divorces from their stock price.
Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.
A deep dive into Google I/O: why the overall keynote was a good sign for Google, and then a review of specific announcements.
Phase one of the shift from web to apps was a problem for Google, but a solvable one. Phase two, though, is much more of an existential threat.
Google’s IO keynote had three parts: the Android part, the machine learning part, and a glimpse into the future. The connections between the three, though, matter far more than any one single announcement.