App Stores

Interoperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain

Wednesday, March 3, 2021

AppLovin’s IPO and recent acquisitions are another example of how Apple’s policies will give the edge to big players.

Twitter’s Analyst Day, The Interest Graph, Super Follows

Monday, March 1, 2021

Super Follows made the news, but Twitter’s Analyst Day was interesting for more reasons than that.

Clubhouse and AirPods; Twitter, Meerkat, and Clubhouse; Clubhouse Monetization

Tuesday, February 16, 2021

More on Clubhouse, including the importance of AirPods, why it is different than Meerkat, conflict between privacy and competition, and monetization options.

Google Earnings, Google’s Response to ATT, Google Cloud Losses

Monday, February 8, 2021

Google’s earnings were impressive, but the company should disclose even more. Meanwhile, the problem with following Apple’s lead on ATT is it’s anticompetitive.

An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising

Thursday, February 4, 2021

Listen to Podcast

A quick rumination on where Jeff Bezos and Steve Jobs were similar, and then an interview with Eric Seufert about mobile advertising and the dispute between Apple and Facebook.

Facebook’s Earnings, Zuckerberg vs. Cook, Apple and Facebook Parallels

Tuesday, February 2, 2021

Zooming in on Facebook’s earnings, and zooming out on the unfolding fight between Apple and Facebook and their chief executives.

Internet 3.0 and the Beginning of (Tech) History

Tuesday, January 12, 2021

The actions taken by Big Tech have a resonance that goes beyond the context of domestic U.S. politics. Even if they were right, they will still push the world to Internet 3.0.

Facebook and Twitter Suspend Trump, Parler Suspended Everywhere, Context and Culture

Monday, January 11, 2021

Facebook and Twitter ban Trump; Apple, Google, and Amazon ban Parler; this wasn’t an ideal solution, but it was a uniquely American one.

Facebook and Apple, Continued; Facebook’s iOS 14 Changes; Georgia and Tech

Wednesday, January 6, 2021

Facebook made major changes to accommodate Apple’s iOS 14 policies, probably because Apple leveraged their control of the App Store to give them no choice. Then, the implications of the Georgia outcomes for tech.

Privacy Labels and Lookalike Audiences

Tuesday, December 8, 2020

Apple’s position on privacy seems unimpeachable, but it ignores trade-offs, and risks a bad outcome for the Internet as a whole.

Tim Cook Steps Down

Google Earnings, Google’s Response to ATT, Google Cloud Losses

An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising

Tim Cook Steps Down

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Tim Cook Steps Down

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips