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.
Fortnite has a bad bug, and while the company is being blamed for circumventing the Play Store, Android’s design is a big part of the problem.
Fortnite is skipping out on Google Play, and Netflix is trying to get out of the App Store. That’s not great for Apple and Google, but the effort is hardly a surprise.
Follow-up on Google’s EU decision, and a reminder that Google really good for consumers. Then, Google’s strong quarterly results, and why the understanding Facebook’s strategic advantages may be divorces from their stock price.
Xiaomi’s IPO shows a company that has come full circle but still has a long ways to go. Then, Samsung remains reliant on components for profit, and both companies show that the Smiling Curve applies to smartphones more than ever.
Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.
Just as encryption is only viable on closed systems, so it is that increased privacy regulations will only entrench walled gardens. That should affect thinking on regulation.
Google’s announced Chat, which is not a new messaging service but the adoption of a new messaging protocol to replace SMS. It’s not an ideal outcome, but the only possible one.
First, a reminder that social media has big benefits, before diving back in to Facebook’s burgeoning scandal; it seems clear the company doesn’t understand exactly what it is facing.
Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.