This year’s Google I/O built on last year’s focus in a way that lends credence to Google’s longer-term goals. Plus, Pixel hardware and the problem of design by regulation.
Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).
Google’s Privacy Sandbox initiative is vague but has some interesting ideas that may change the whole industry
Breaking down the Open App Markets Act and the ways in which Apple might seek to usurp it.
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
Meta’s earnings were a perfect storm of challenges facing the company.
More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.
Breaking down Microsoft’s acquisition of Activision Blizzard, plus an interview with Microsoft Gaming CEO Phil Spencer
Follow-up on Zynga’s financials, the New York Times All Access bundle, The Athletic’s focus on quantity over quality, Facebook’s antitrust loss, and Apple’s South Korea App Store change
The FTC is suing to block Nvidia’s ARM acquisition; it is a plausible argument, although Nvidia can make a pro-innovation case. Regardless, ARM’s future looks shakier than before.