EU – Page 4 – Stratechery by Ben Thompson

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

Monday, March 6, 2023

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.

Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU

Monday, May 2, 2022

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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.