The juiciest detail yet came out of the Google antitrust case: how much the company pays Apple. This isn’t just a function of Apple’s leverage, but also Google’s strategic foresight.
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.
Arm’s F-1 is out, and while there is a reasonable plan for growth, its hard to justify the price Softbank is hoping for.
Apple’s earnings were boring, which is a credit to the company, while OpenAI and Zoom raise questions about data and AI
The impact of the Digital Markets Act on App Stores and messaging.
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”.