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
The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.
Google’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
iPhone Production Site Locked Down, An Interview With Bill Bishop about China (and Substack)
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
Tech and War
The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may be the key to compelling China to pressure Russia.
Amazon Launches Luna, Apple and Russia
Amazon launches its streaming gaming service with a Prime tie-in; then Apple stops selling hardware in Russia, but didn’t take down the App Store. Both make sense.
Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions
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.
Russia and the Four Internets, Shifts and Social Media, Gelsinger Interview Follow-Up
The Internet continues to split over politics, in this case the Ukraine-Russia conflict; the biggest impact, though, is social media. Plus, follow-up to the interview with Intel CEO Pat Gelsinger.
The Open App Markets Act, Apple Versus the Netherlands, Microsoft and the Console Question
Breaking down the Open App Markets Act and the ways in which Apple might seek to usurp it.
Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel
Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.