Metaverse follow-up, and then both Apple and Google lose in court
iOS 14’s wide-ranging impacts are becoming more apparent, in companies from Amazon to Facebook to AppLovin to Zynga. Plus, Amazon’s EU fine.
The pushback to Apple’s move suggests that people are more concerned about their devices spying on them than they are third parties tracking them.
Should regulators be able to see the future, and a reminder that Aggregators are good for customers and suppliers. Then, Spotify starts selling demand, and potentially podcasts.
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.
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 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.
Google’s approach to travel mirrors its approach to Shopping, which, correctly or not, was already ruled to be illegal in Europe. Then, Disney+ rolls out like a movie, and fails like a service. Plus, more on Instagram and influencers.
Apple is softening App Store lock-in by the barest amount possible. Then, Google shows its power in France, but a case against Facebook shows how limited that power is.
The EU has again fined Google for anticompetitive behavior. At first glance this looks like the Android decision, but I think the better comparison is the shopping decision, which I believe was wrong.