Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
Fearing Spotify?, Apple’s Earnings, Margins and Chips
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
Google Versus Oracle, Copyright and APIs, Copyright Tradeoffs
The Supreme Court makes the right decision in Google vs. Oracle, even if it didn’t make the best possible argument.
Intel Questions, Facebook Pulls Up the Ladder
More Intel questions, including why anyone would choose to work with them. Then, Facebook wants to pull up the ladder on Section 230.
Google’s Ad Announcement, The Privacy Sandbox, Google’s Advantage
Google’s latest ad announcement sounds like a big win for privacy, but it may make practical outcomes worse for users, with little harm to Google.
Interoperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain
AppLovin’s IPO and recent acquisitions are another example of how Apple’s policies will give the edge to big players.
An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising
A quick rumination on where Jeff Bezos and Steve Jobs were similar, and then an interview with Eric Seufert about mobile advertising and the dispute between Apple and Facebook.
Apple Earnings, An Interview with Jay Goldberg About Chips and Intel
Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.
Intel Problems
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Two Crises, Tech’s Costs, Looking Forward
Too much tech power has been an impending crisis for years; that doesn’t change just how costly the crisis was. Then again, centralization might yet win.