EU – Page 3 – Stratechery by Ben Thompson

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

Monday, August 21, 2023

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.

EU Narrows Apple Case, Snap’s My AI

Wednesday, March 1, 2023

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The European Commission closes on a ruling that makes sense for Apple’s App Store, and Snap launches their own OpenAI-powered chat bot

An Interview with Eric Seufert About Meta’s Earnings and the Google-DOJ Case

Thursday, February 2, 2023

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An interview with Eric Seufert about Meta’s earnings, the ATT recession, new European regulations, and the DOJ-Google antitrust case.

Meta’s EU Fine; First-Party versus Third-Party Data, Redux; The EU’s First Party Imposition

Wednesday, January 11, 2023

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The EU’s latest ruling against Meta is different than ATT because it is an attack on first party data and a company’s ability to make money.

The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness

Wednesday, December 14, 2022

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The impact of the Digital Markets Act on App Stores and messaging.

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

EU

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

Google I/O and the Coming AI Battles

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

EU Narrows Apple Case, Snap’s My AI

The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness

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

Vibe App Quality

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

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

Vibe App Quality

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