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.
Apple Versus Governments, Apple’s Legitimate Privacy Claims, Privacy and Paranoia
The pushback to Apple’s move suggests that people are more concerned about their devices spying on them than they are third parties tracking them.
Apple Earnings, Microsoft and LinkedIn
Apple has another great quarter — is it sustainable? Then, LinkedIn’s growth shows just how much digital advertising is growing.
Didi Removed From App Stores, China vs. Tech, CAID and Chinese Privacy
China’s move against Didi didn’t happen in isolation: it’s the latest in a series of moves that should give investors pause.
Pandemic Progress
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.
Mark Liu at TSIA, TSMC’s $100 Billion, Economics Versus Politics
TSMC made a big announcement that actually wasn’t anything new; the company still needs to worry about the impact of politics.
An Interview with Dan Wang About China, the U.S., and Technology
Dan Wang returns to the Stratechery Daily Update interview to discuss what he has learned over the last year, the symbiosis of the U.S.-China relationship, and whether it will survive in the long run.
Xinjiang and Nike, China Versus H&M, Apple’s Position in China
What happened to H&M in China should be a warning to smaller companies, but it also suggests that Apple’s position is secure.
Google Goes to 15%, Taxes and Monopolies, The CAID
Google reduces App Store fees to 15%; its approach makes more sense than Apple’s, because it acts like the tax it is. Plus, Chinese companies skirt Apple’s rules.
The Automotive Chip Shortage, Cheap and Complex, A Useful Crisis
The chip shortage facing the automobile industry has more to do with the auto industry’s failure to understand chips than a lack of U.S. capacity; still, a crisis in one area might fix another.