EU – Page 3 – Stratechery by Ben Thompson

Apple and the DMA, Apple and “Or”, A Reluctant Apple Apologist

Monday, January 29, 2024

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.

Microsoft, Activision, and Ubisoft(?!); The Activision Deal; Foolhardy Forecasting

Tuesday, August 22, 2023

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Microsoft has substantially reworked its deal with Activision to satisfy U.K. regulators; it’s a win for the CMA, and time to consider what comes next.

Adyen Earnings, Adyen’s European Context, Adyen vs. Stripe

Monday, August 21, 2023

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Adyen, the Stripe of Europe, had its roughest earnings as a public company; the biggest takeaway is how different their business actually is

An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation

Thursday, May 25, 2023

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An interview with Eric Seufert about Mobile Dev Memo’s new business model, the prospects for streamers building advertising business model, the potential for generative AI in advertising, along with the dangers of relying too much on marketing automation, and whether or not Meta figured out ATT. We also discuss Facebook Shops and Shopify, and the E.U.’s…

Meta’s Low E.U. ARPU, The Supreme Court and Section 230

Tuesday, May 23, 2023

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Meta makes a surprisingly small amount of money in the E.U., particularly on an ARPU basis; then, the Supreme Court signals strong support for Section 230

EU Fines Meta, Big Tech Exposure, The Degradation of Scalability

Monday, May 22, 2023

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The E.U. fines Meta for data transfers, an issue that affects companies of all sizes. This may be rectified by an agreement, but tech scalability is still diminishing.

Google I/O and the Coming AI Battles

Monday, May 15, 2023

Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.

Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU

Monday, March 6, 2023

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Mets seems to be abandoning the Quest Pro. Meanwhile, is the Quest for gaming? That the question isn’t clear — nor the answer — gets to they VR and AR remain questionable investments.