Follow-up to Data Factories, then Amazon’s pay raise, which is of course good for workers and also, unsurprisingly, good for Amazon.
Data Factories
Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside
The iPhone XR Delay, India, and China; Discriminatory Job Ads on Facebook; EU Versus Internet Follow-Up
More follow-up on the iPhone, then how discriminatory job ads on Facebook demonstrate how to police bad behavior on platforms with zero marginal costs. Plus, follow-up on The European Union Versus the Internet.
San Francisco and Scooters, Skip’s Strategic Moat, Santa Monica and Scooters
San Francisco has decreed which scooters should win, and acquiesce to regulators appears to be top of the list. Plus, why the differences between scooters and ride-sharing should result in very different strategies.
Uber Loses in New York City, The Modern Medallion?, Driver Pay Floors
New York City has enacted a moratorium and pay floor on ride-sharing services. Uber may be losing its political power, and the effects could be wide-ranging.
Facebook Lenses
Facebook was down dramatically after its last earnings; to decide if it is justified it is worth looking at the company through many different lenses, both financial and strategic.
The European Commission Versus Android
Examining the history of Android explains why the European Commission may be right to fine Google for its actions around Android, even as the reasoning feels off.
Facebook Filter Foibles, The EU Copyright Directive, Yelp and the Three Approaches to Internet Content
Facebook provides a useful example of how automated filtering goes wrong, even as the E.U. mandates exactly that. A recent court case about Yelp shows that the U.S. has the best approach to content law.
Disney Ups Bid for 21st Century Fox, Disney’s Choice, AT&T to Acquire AppNexus?
The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.
Apple, China, and Trump; Google Invests in JD; The Value of the China Market
More on Apple’s challenges in the Chinese market, both in the past and going forward, and then why e-commerce companies are beating everyone else, both in China and the U.S. Then, why the China market is so attractive.