Amazon’s “Just Walk Out” technology is being scaled back, but it’s not a total failure. Then, the CHIPS Act seems to be doing its job.
An Interview with Benedict Evans About Regulation and AI
An interview with Benedict Evans about his career, the differences between American and European approaches to regulation and antitrust, and the most important questions about AI.
Apple and Antitrust for Aggregators, DMA Investigations and Apple’s Risk
A much better antitrust case against Apple would focus on developers, not customers. Then, the E.U. is investigating all of American tech under the DMA; the chances of Apple leaving are not zero.
Apple Fined by European Commission, Apple’s Spotify Press Release, Apple Revokes Epic’s Developer Account (Again)
Apple’s response to their European Commission fine and their (re)suspension of Epic’s developer account suggest that the company truly believes they own nothing to developers.
India and Gemini, Ten Blue Links, The Complicity Framework
Gemini got all of AI into trouble in India; how did this particular mistake happen? Then, Google may have been more dependent on 10 blue links than anyone realized, and a proposal for solving “AI Safety” issues through product decisions.
Xbox’s Announcement; Microsoft’s Messy Middle; Apple in Europe, Continued
The specifics of Microsoft’s Xbox announcements don’t portend big changes, and economic factors explain why. Then, more Apple news from the EU.
Vision Pro on an Airplane, The Apple TV+ Services Story, Apple Earnings Notes
Vision Pro is a revelation on an airplane, how demoes show the importance of Apple TV+, and notes from Apple’s earnings
An Interview with Eric Seufert About Meta at the Top
An interview with Eric Seufert about Meta’s blowout quarter and where the company goes next, anxiety about Google search, and Apple’s fight with developers and regulators
Apple and the DMA, Apple and “Or”, A Reluctant Apple Apologist
Apple has unveiled its response to the E.U. Given the company’s insistence on monetizing its intellectual property, the response primarily serves to explain why the current App Store model isn’t the worst thing in the world.
An Interview with Bill Bishop and Andrew Sharp Checking In on China
An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco.