A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.
Huawei Loses ARM, More on Values (and Facebook), Qualcomm Loses to FTC
Huawei loses its partnership with ARM, then why the question of values was a criticism of the U.S. too (and Facebook’s arguments against regulation). Plus, the FTC wins against Qualcomm
China, Leverage, and Values
If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
Google and Huawei, Android and Huawei, The U.S. Impact
Google is pulling Android support from Huawei, which won’t make a difference in China but will have an impact internationally. Then, why Apple has the most to lose.
The Supreme Court Rules Against Apple, In Favor of the Dissent, The Implications of Apple v Pepper
The antitrust case against the Apple App Store is going to move forward. It’s the wrong decision, and the reasons why explain why new legislation is needed.
The Wall Street Journal and Apple News, The Problem with Regulating Content, Australia’s Terrible New Law
Why the Wall Street Journals’ deal with Apple isn’t so bad, and how that applies to YouTube. Plus, why content regulation isn’t workable, and a review of Section 230. Then, Australia passes a truly terrible law.
Google Fined by the EU, Contracts and the Android Decision, Custom Search and the Shopping Decision
The EU has again fined Google for anticompetitive behavior. At first glance this looks like the Android decision, but I think the better comparison is the shopping decision, which I believe was wrong.
Where Warren’s Wrong
Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.
Amazon Acquires Eero, Owning the Home, Amazon Earnings
Amazon acquires Eero, solidifying its play for the home. Then, Amazon’s Earnings show an e-commerce business that is slowing.
Apple Earnings, Apple the Services Company (for Real!)
Apple’s earnings were definitely weak in China, but the rest of the world wasn’t great either. No wonder the company is pivoting so strongly into services — and there is upside.