More on Apple and China, this time because of a patent case with Qualcomm. Then, Microsoft Teams may be catching up with and surpassing Slack; I can understand why.
Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.
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?
Facebook provides a useful example of how automated filtering goes wrong, even as the E.U. mandates exactly that. A recent court case about Yelp shows that the U.S. has the best approach to content law.
More on Apple’s challenges in the Chinese market, both in the past and going forward, and then why e-commerce companies are beating everyone else, both in China and the U.S. Then, why the China market is so attractive.
The Trump administration blocked Broadcom’s acquisition of Qualcomm, and I think it was the right move. Understanding why means understanding Qualcomm and Broadcom’s plan for the company — and the problem with patents.
Amazon is unsurprisingly moving into logistics. It is another announcement, though, that explains the orthogonal way they are doing so. Then, Uber and Waymo settle in a win-win.
When it comes to struggling companies like Snap, bullishness is all relative — and there’s a big red flag in their earnings. Then, John Perry Barlow passed away: his influence was immense, even on surprising entities like Disney.
Catching up on a story that intrigues (Airbnb), a story that raises eyebrows (Apple), and another that seems to have finally reached its conclusion (Uber’s board disfunction)
Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.