EU – Page 4 – Stratechery by Ben Thompson

Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).

Law Enforcement and User Data, Tradeoffs and Trust, Centralization and Encryption

Thursday, March 31, 2022

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A story about how hackers got data from tech companies illustrates the fundamental challenge of trust on the Internet, and gives insight into the challenges of interoperability.

The Digital Markets Act, The DMA and Advertising, Messaging Interoperability

Wednesday, March 30, 2022

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The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.

Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions

Tuesday, March 1, 2022

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Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.

Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal

Wednesday, November 10, 2021

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Metaverse follow-up, and then both Apple and Google lose in court

Amazon and ATT, Amazon’s EU Fine, AppLovin and Zynga

Thursday, August 12, 2021

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.

iPhone 18 Pro

iPhone 18 Pro

(Preview) Doom Debates Go Mainstream, AI Religion and the Economic Future, Several Vectors of the China Question

(Preview) The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party’s Approach to Social Media

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

Salesforce AI Force, Agents as UI, The Race to Headless

OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay

iPhone 18 Pro

(Preview) Doom Debates Go Mainstream, AI Religion and the Economic Future, Several Vectors of the China Question

(Preview) The Limited Potential for a Pacing Deal; MSS on PRC AI Risks; Distillation and Data Security; The Party’s Approach to Social Media

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

An Interview with OpenAI President Greg Brockman About Astra and Alignment

An Interview with Figma CEO Dylan Field About Design and AI