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.
Metaverse follow-up, and then both Apple and Google lose in court
Google’s response the South Korean App Store law, what that says about platform IP rights, and why markets should decide App Store policies.
Digging into the implications of the injunction on Apple’s anti-steering provision, and why Apple still has something to lose.
Understanding Apple’s victory in Apple v. Epic, and the limitations of the injunction on anti-steering provisions.