Lawsuits
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Intel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
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More on Visa-Plaid, European Commission v. Amazon, Spotify Updates
Should regulators be able to see the future, and a reminder that Aggregators are good for customers and suppliers. Then, Spotify starts selling demand, and potentially podcasts.
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Justice Department Sues to Block Visa Plaid Acquisition, Plaid’s Potential, Scalability and Antitrust
The Justice Department gets it right again with another lawsuit, this time against Visa’s acquisition of Plaid.
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United States v. Google
The Justice Department’s lawsuit against Google is appropriately narrow, and if it fails it gives a template for Congressional action.
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The Final Word on the App Store (for Now), Palantir’s S-1, Alex Karp’s Letter
The final word on the App Store, while Palantir’s S-1 both establishes the company as a defense firm, and argues that the biggest tech companies are on the wrong side of history.
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Rethinking the App Store
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?
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Apple-Epic Follow-up, A Brief History of Epic Games, Apple’s Hammer
Apple is reverting to form, trying to control everything. It is also threatening all of Epic’s business, not simply Fortnite.
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Apple, Epic, and the App Store
The App Store is not one thing: it is installation, payments, and customer management; the further Apple gets from iOS, the worse its actions are for users and developers.
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The First Post-iPhone Keynote, More on Antitrust and Tech, Developers Sue Apple
Why a better name for Apple’s Audacity was “The First Post-iPhone Keynote”; then, why a broad focus on tech by antitrust authorities is good for Google, and the implications of the Supreme Court getting *Pepper* wrong.