Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
AppLovin’s IPO and recent acquisitions are another example of how Apple’s policies will give the edge to big players.
Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.
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.
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.
The actions taken by Big Tech have a resonance that goes beyond the context of domestic U.S. politics. Even if they were right, they will still push the world to Internet 3.0.
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
Why tech is crushing the pandemic, then a deeper dive into Google’s earnings and Apple’s issues in China.
The Justice Department’s lawsuit against Google is appropriately narrow, and if it fails it gives a template for Congressional action.