Trump put TikTok’s potential sale to Microsoft in a new light, and it is an exceedingly ugly one.
Slack Files Antitrust Complaint Against Microsoft; Tying in the U.S. and E.U.; Microsoft Concerns, Then and Now
Slack has filed an antitrust complaint against Microsoft, and the tying allegations may have legs. Still, the fact the complaint exists is a bearish signal.
Jio Follow-up, Google Cloud Next, Kurian vs. Google
Jio has two big obstacles to success; then, while most didn’t pay attention to Google Cloud Next, the progress Thomas Kurian is making is impressive.
India, Jio, and the Four Internets
There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio.
Apple Wins E.U. Tax Case; Privacy Shield Struck Down; Bans, Censorship, and the First Amendment
Apple wins its EU tax case, while the privacy approaches of the US and EU are ruled incompatible. Then, why banning a network is different than censorship.
Xi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited
A follow-up to The TikTok War, including Xi Jinping’s ideology, Facebook’s blindspot, and why TikTok should be compared to YouTube.
The TikTok War
How TikTok exposed Facebook’s blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.
Analog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads
Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
Uber Acquires Postmates; DoorDash Optimism; TikTok, Apple, and Hong Kong
Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.
Hong Kong and Facebook, The Pacific Light Cable Network System and Stripe, Facebook Lasso and Instagram Reels
Facebook responds to China in Hong Kong, while Stripe avoids the complication. Then, Instagram Reels shows why Instagram Stories succeeded.