More on Apple’s App Store monopoly, including why it’s different from Google and Steam, and far more egregious than other digital platforms. Then, Amazon announced ARM chips for AWS: what changed, and what does this mean for Intel.
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.
Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.
Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.
An anecdote about permanence and file systems, an explanation of how the U.S. text messaging market is unique, then an overview of Google’s earnings and why GDPR might be having an effect.
Thoughts and notes from the FTC discussion on digital platform and competition, plus how Google’s remedy in Europe will mean more of the same when it comes to Android.
Paul Allen helped create Microsoft, but it didn’t define him. Then, Photoshop for the iPad is announced; it has a chance because it’s from a big company.
More follow-up on the iPhone, then how discriminatory job ads on Facebook demonstrate how to police bad behavior on platforms with zero marginal costs. Plus, follow-up on The European Union Versus the Internet.
Will the iPhone XS slump like the iPhone 6S? Probably not, because theories about the iPhone 6S slump are probably wrong. Plus, the Apple Watch.
The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.