Law
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The New York Times’ AI Opportunity
The New York Times is suing OpenAI, but it is the New York Times that stands to benefit the most from large language models, thanks to its transformation to being an Internet entity.
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Apple Watch Import Ban, Apple v Masimo, Apple’s Response
Apple Watches are facing an import ban; the relevant court cases seem reasonable on all sides, and the Biden administration should let them play out.
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Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question
Epic won its antitrust case against Google, which shouldn’t be a surprise to Stratechery readers: the situation is very different than Apple. What matters most in the decision, though, is tying.
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Google’s Apple Payments; Apple Services: Narrative vs. Reality; Google’s Motivation
The juiciest detail yet came out of the Google antitrust case: how much the company pays Apple. This isn’t just a function of Apple’s leverage, but also Google’s strategic foresight.
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Adobe Max, Figma and Firefly, The Icon of Transparency
Adobe Max was all about AI, with no mention of Figma. Adobe would still like the latter, but it is much better positioned to do without it thanks to its integration of Firefly. Plus, why marking content will matter for humans than AI.
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FTC Sues Amazon
The FTC is suing Amazon, and some of the complaints are compelling, but ultimately not convincing.
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Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta
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.