Competition
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An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
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iPhone Pricing, DirecTV and Disney, Bars and Sports
Why I think Apple will raise iPhone prices, plus Disney is in another carriage dispute.
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Broadcom and Intel?, Nvidia Earnings, DOJ Investigating Nvidia
Thinking about Intel rescue plans, then Nvidia’s earnings were expectedly uneven; what is unexpected is the extent to which the Justice Department wants to punish success.
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Intel Concerns, Fubo Blocks Venu
Intel Concerns, Fubo Blocks Venu
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Integration and Android
The most important takeaway from Google’s Pixel event is that it is Android that matters most, and Google’s integration with Android is worth preserving if the goal is spurring innovation.
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Google Decision Follow-Up, Amazon Earnings
Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category.
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Friendly Google and Enemy Remedies
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.
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Crashes and Competition
The recent Windows crashes are downstream from trying to encourage competition in areas Microsoft should have never made open to begin with, highlighting the challenge for regulators.
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Tech For Trump, Breaking the Deal, From Inertness to Interest
Marc Andreessen and Ben Horowitz are joining Elon Musk in explicitly endorsing President Trump; this is a narrow expression of naked self-interest. The real story is why self interest came to triumph over political inertness.