Android
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Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.
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Google is at its best when its product focus follows its business model; for too long Android was a detour.
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There are two Apple bear cases; only one applies to Apple, though, and the other applies to Samsung.
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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.
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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.
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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.
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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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Samsung and Google, Samsung and Microsoft, Xbox Game Pass and iOS
Why Samsung and Google grew apart, leaving an opening for Microsoft, who still needs access to devices.
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Integration and Monopoly
Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.