Competition
-
Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem
Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.
-
Apple Retreats
Apple’s WWDC was a retreat from not just last year’s WWDC, but potentially a broader reset for the company. That’s why it was a great presentation.
-
Apple Held in Contempt, The Crux of the Case, The Takings Clause
The judge in the Epic case released a devastating ruling on Apple’s lack of compliance in terms of allowing links to the win; Apple was clearly in the wrong, but still might win on appeal.
-
An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.
-
Google Loses Ad Antitrust Case, Market Definitions and Tying, The Trinko Exception
Google lost its ad antitrust case; if the case is upheld, it has important implications for all Aggregators.
-
An Interview with Gregory Allen About the State of China Chip Export Controls
An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already declared silicon war.