The DOJ’s lawsuit against Google details a lot of anti-competitive behavior, but the underlying source of Google’s strength is Aggregation.
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.
Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is actually introducing competition, not limiting it.
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 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.
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.
Adobe’s acquisition of Figma is about the long-term shift in the design value chain; it paid so much because there was no other reason for Figma to sell.
Explaining exactly why Apple’s approach to ATT is anti-competitive
The lessons regulators should learn from the Microsoft antitrust case, and how Thin Platforms are part of the unbundling and bundling cycle.
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms