Amazon announces Amazon One: how does it work, and is the underlying technology a good idea?
Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.
Apple’s likely next steps, encouraging moves from Shopify, and quick thoughts on the EU versus Apple, Section 230, and Zoom and encryption
Jio showed how the best way to serve the poor is to create a market for them, not simply give them charity like Facebook tried to do with Free Basics. That is why it makes sense for them to work together.
More on Visa/Plaid, including why payments in the U.S. and China are so different. Then, Apple is facing off against the FBI again, but its position is both stronger technologically and weaker politically.
PayPal bought Honey, which is best known as a browser extension. What does this mean for both end users and merchants, and which is more important?
More on Apple and restrictions on competition, and why it is different than Google. Then, Apple’s actions around vaping cross the line, plus why TikTok does not deserve the benefit of the doubt.
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.
Facebook announced Facebook Pay, which is far different from Libra. Then, Google is apparently getting into checking, which leads to a question of motivations: each of the tech companies are approaching financial services from a different angle.
Apple had another quarter where the iPhone didn’t dominate, plus more evidence that the company is thinking like a Services company.