Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.
Facebook and Virtual Reality Follow-up, Tim Cook’s Speech on Privacy, What About China?
More on Facebook, virtual and augmented reality, and it’s long-term strategic play. Then, Tim Cook gave a remarkable speech on privacy; how much does Apple’s stance matter?
The Conflation of Consumer Welfare with Antitrust, More Panel Notes, Google to License Play Store in Europe
Thoughts and notes from the FTC discussion on digital platform and competition, plus how Google’s remedy in Europe will mean more of the same when it comes to Android.
China’s Alleged Hardware Hack, How the Attack (Allegedly) Happened, Believability and Implications
Bloomberg has published an explosive report alleging a hardware hack that has affected multiple companies, including Apple and Amazon; both deny it. What might have happened, who can be believed, and what might happen next?
WhatsApp Founder Speaks, EU Deception?, Facebook Ideology
More Facebook drama, this time from an interview with WhatsApp co-founder Brian Acton. What was most noteworthy, though was the response.
New Alexa Devices, Amazon and the EU Commission
Why is Amazon selling more Alexa devices? More broadly, do the company’s house brands leave it susceptible to an antitrust challenge?
The iPhone XR Delay, India, and China; Discriminatory Job Ads on Facebook; EU Versus Internet Follow-Up
More follow-up on the iPhone, then how discriminatory job ads on Facebook demonstrate how to police bad behavior on platforms with zero marginal costs. Plus, follow-up on The European Union Versus the Internet.
Tencent’s Profit Drops, China Freezes Game Approvals, The Tencent Behemoth
Tencent’s profit dropped, in part because the Chinese government has stopped approving games. Plus, why Tencent’s approach to the games industry makes sense in China, even if Facebook’s model may be more attractive.
The European Commission Versus Android
Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.
Another Congressional Hearing, The Genesis of Section 230, The Battle over Section 230
Section 230, which shields Internet companies from liability, is getting more attention: the only attention it should get is as a model for other regulations.