Competition
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Browsers and Regulation; Thin Platforms, Bundling, and Unbundling
The lessons regulators should learn from the Microsoft antitrust case, and how Thin Platforms are part of the unbundling and bundling cycle.
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Thin Platforms
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
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Google I/O; “Near Me”, Competition, and Innovation; Pixel and Fitbit
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.
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Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU
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).
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Google Privacy Sandbox, SDK Runtimes, On-Device Targeting
Google’s Privacy Sandbox initiative is vague but has some interesting ideas that may change the whole industry
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The Open App Markets Act, Apple Versus the Netherlands, Microsoft and the Console Question
Breaking down the Open App Markets Act and the ways in which Apple might seek to usurp it.
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[FREE] Netflix Follow-Up, The Senate Tech Bill
More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.