Meta’s earnings were a perfect storm of challenges facing the company.
FTC Sues to Block Nvidia ARM Acquisition, Innovation and the Data Center, ARM’s Future
The FTC is suing to block Nvidia’s ARM acquisition; it is a plausible argument, although Nvidia can make a pro-innovation case. Regardless, ARM’s future looks shakier than before.
Regulators and Reality
The FTC’s new Facebook case isn’t any better than the old one, even as there are ever more questions about the potential harm of regulatory interference
Facebook Complaint Dismissed; Anti-Monopoly vs. Antitrust, Revisited; Where Facebook Lost
Facebook had a good day in court, but there was still one big reason to be concerned.
The FTC’s Google Documents, The Staff Memo, The Economists Memo
Revisiting the FTC’s decision in 2013 makes me doubtful that a case would have made much of a difference.
The Web’s Missing Interoperability
Truly unlocking competition in tech means increasing interoperability; an absolutist approach to privacy is doing the exact opposite.
Clubhouse is a Unicorn(?); Clubhouse Versus Podcasts; Monetization, Moderation, and Monopoly
Clubhouse is (reportedly) a unicorn; where it sits as an audio app is as interesting as its status as a social network.
Context Collapse, Circles and Timing, Facebook’s Missing Platform
The ideas behind Social Networking 2.0 are not new, but the Idea Adoption Curve takes time. Plus, how Facebook missed its platform chance a decade ago.
Social Networking 2.0
Facebook and Twitter represent the v1 of Social Networking; it’s a bad copy of the analog world, whereas v2 is something unique to digital, and a lot more promising.
Facebook Sued by FTC and States, The FTC’s Case, Antitrust and Politics
Facebook clearly tried to eliminate competition by acquiring Instagram and WhatsApp, but it’s not clear they were successful, which is the question that matters in a case that is ultimately about politics and power.