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.

2020 Bundles

The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.

Nvidia’s Integration Dreams

Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.

Rethinking the App Store

Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?