Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.
A story about Google’s false positives while scanning for CSAM highlight the terrible trade-offs involved; what is black and white is that Google is in the wrong.
Apple and Amazon’s earnings, particularly the color around their advertising, suggests that there is no real replacement for Facebook ads
Notes on WWDC, including the emergent AppleOS, M2 and speculation on M3, and the privacy shoe that didn’t drop
An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
An Interview With Bill Bishop about China’s COVID outbreak, the Ukraine war, and Substack
Google’s Privacy Sandbox initiative is vague but has some interesting ideas that may change the whole industry
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
Apple wins in court, probably for good; meanwhile, its tracking rules aren’t really being enforced, and probably can’t be, which means Apple’s overreach was a mistake.