An update on Microsoft-Activision, and then a response to a reader upset at my take, weaved in with commentary about free speech in the context of last week’s ruling about social media moderation.
Microsoft didn’t just win its case against the FTC: the totality of its victory calls into question the FTC’s legitimacy, and may lead to more acquisitions in the future.
The FTC’s Amazon complaint raises some fair points in isolation, but misses the bigger picture, both in terms of Amazon specifically and the Internet generally.
The ongoing saga around Xbox Game Pass raises a host of issues, including the FTC’s overall approach, the question of regional regulators and global businesses, and whether or on the Vision Pro will be truly open.
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.
Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
More on Twitter, including the company’s real regulatory risk, and following-up on advertisers pulling back.
More details on yesterday’s launch, then a designer explains why Figma is different, and why Adobe has a good chance in court if it goes that far.
A Twitter’s whistleblowers report is very believable in terms of Twitter’s violation of its FTC consent decree; that may matter more to Elon Musk than the discussion about bots.
Meta’s earnings were a perfect storm of challenges facing the company.