More on Apple-Qualcomm, then Sony releases details about their next-generation console, and Jeff Bezos’ annual letter to shareholders has a decidedly different tone.
Apple Settles With Qualcomm, Intel Exits Modems, Apple’s Miscalculation
Apple settled its lawsuit with Qualcomm, while Intel exited cellular modems: how are these event connected? Then, why Apple miscalculated in its decision to sue Qualcomm.
Qualcomm Loses Preliminary Judgment; Qualcomm’s Earnings; More on Netflix and MVPDs
A federal judge rules against Qualcomm in a clear victory for Apple, just another area where Qualcomm is struggling. Then, why is Netflix allowing itself to be commoditized, at least a bit, by MVPDs?
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.
The Bill Gates Line
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
Pro-Neutrality, Anti-Title II
Any regulation, including those around net neutrality, should be put to a cost-benefit analysis. In this case regulation advocates come up short.
Google v Oracle, Round 3; FTC Re-Opening Google Search Investigation?; Facebook and Filter Bubbles
Google v Oracle Round 3 kicked off this week, and the stakes are high. We need a legislative solution that probably isn’t coming. Then, the FTC may be investigating Google again, but it’s hard to see their conclusion changing; and why Facebook’s study about polarization didn’t exonerate the News Feed algorithm
Aggregation and Antitrust, BuzzFeed Makes News, BuzzFeed’s Valuation in Perspective
The differing approaches to antitrust in the U.S. and Europe could mean completely different outcomes in the long run for aggregation companies. Meanwhile, BuzzFeed has raised a new round and seems to be doing better than ever, which is great news for journalism. Plus, how to think about startup valuations.
Daily Update: Google, Intel, and TAG Heuer Announce Partnership; FTC Staff Recommended Suing Google for Antitrust Violations
Good morning, Look for the next episode of Exponent later today. It’s about advice and life and all sorts of other squishy stuff I’m probably sorely unqualified to discuss. Perhaps that will make it interesting. On to the update: Google, Intel, and TAG Heuer Announce Partnership From Bloomberg: Swiss watchmaker TAG Heuer is creating a […]