The DOJ’s lawsuit against Google details a lot of anti-competitive behavior, but the underlying source of Google’s strength is Aggregation.
Meta’s EU Fine; First-Party versus Third-Party Data, Redux; The EU’s First Party Imposition
The EU’s latest ruling against Meta is different than ATT because it is an attack on first party data and a company’s ability to make money.
Twitter’s Link Ban, Network Portability, China and the Trailing Edge
Twitter’s link ban is not a new tactic to the company, or the industry, and shows where regulation goes wrong. Then, China doubles down on trailing edge semiconductor capacity.
The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness
The impact of the Digital Markets Act on App Stores and messaging.
Consoles and Competition
Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
An Interview with Coinbase Founder and CEO Brian Armstrong about FTX and Crypto Realities
An interview with Coinbase founder and CEO Brian Armstrong about FTX, the value (or not) of crypto, and whether or not this current downturn is different.
The AI Moat Debate, Continued; Twitter’s Regulatory Risks; Twitter and Advertisers, Continued
More on Twitter, including the company’s real regulatory risk, and following-up on advertisers pulling back.
Spotify Earnings, Spotify Exclusives, Spotify vs. Apple
Spotify’s earnings were solid, although I am more skeptical of its podcast exclusive strategy than ever. Plus, Apple continues to act anti-competitively, this time in e-books.
Google Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust
Google Stadia is, predictably, dead: the company never had the business model to match. Microsoft is showing just how hard it is to get that business model off of the ground.
Launch Follow-Up, Figma Feedback, More on Antitrust and Acquisitions
More details on yesterday’s launch, then a designer explains why Figma is different, and why Adobe has a good chance in court if it goes that far.