The TikTok deal appears to be the worst of all possible outcomes.
The TikTok Tick Tock, Skipping to the End Game, Trump’s Choice
The latest updates on TikTok, and why the ball is firmly in Trump’s court: he can claim victory, but the correct response is to ban the app.
An Interview with Paul Mozur on Technology in China
An interview with Paul Mozur on technology in China, including WeChat, TikTok, Trump, TSMC, and Huawei.
TikTok Update, Microsoft and Oracle, Apple’s China Production
China is stepping in to the TikTok saga, and their approach seems justified; Microsoft should drop out. Then, how is Apple manufacturing its products in the time of COVID?
The Final Word on the App Store (for Now), Palantir’s S-1, Alex Karp’s Letter
The final word on the App Store, while Palantir’s S-1 both establishes the company as a defense firm, and argues that the biggest tech companies are on the wrong side of history.
Australia’s News Media Bargaining Code, Breaking Down the Code, Australia’s Fake News
Australia’s new media code forcing Google and Facebook to pay incumbent media companies is wrapped in dishonesty about the reality of the Internet.
New Huawei Rules, What Now for Huawei, Apple’s Brand and China Inc.
New Huawei rules may kill not only the company’s handset business, but also its base station business. Why hasn’t China yet retaliated against Apple?
The WeChat and TikTok Executive Orders, The Apple Angle, WeChat Abroad
New Executive Orders may block TikTok and WeChat from App Stores: how will Apple respond, and what is the human cost?
TikTok Key Money, Rule By Law, China Gaslighting
Trump put TikTok’s potential sale to Microsoft in a new light, and it is an exceedingly ugly one.
Slack Files Antitrust Complaint Against Microsoft; Tying in the U.S. and E.U.; Microsoft Concerns, Then and Now
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.