Gaming
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Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
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The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
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Roblox is something new and interesting that abstracts away the platforms underneath it.
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Apple, Epic, and the Court of Appeals; Apple’s Federal Victory; Epic’s California Win
Apple seems to have won the Appeals Court case in the Epic antitrust lawsuit, but there was a meaningful victory for developers when it comes to the App Store’s anti-steering provision.
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FTC Fines Epic, Netflix Ads, YouTube and the NFL
Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.
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Consoles and Competition
Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
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Google Earnings, Gaming’s Warning Light, Google’s Costs
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.