Discussion about China’s tech crackdown, the impact on entrepreneurship, and the difference between hard tech and consumer tech.
Apple’s App Store Concession, Why This is a Big Deal, Devil in the Details
Apple announced a major change to the App Store; is the company doing the bare minimum possible, or finally making concessions that are long overdue?
China’s Video Game Restrictions, South Korea Passes App Store Payments Law
China’s new video game restrictions point to broader China-related trends, while South Korea strikes the first blow against the App Stores.
ByteDance’s New Board Member, The TikTok Question, China’s Innovation Risk
ByteDance’s new board member is another sign of the Chinese government’s interference with tech companies; will this hurt China’s tech ambitions?
Amazon and ATT, Amazon’s EU Fine, AppLovin and Zynga
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.