Competition
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Evaluating Sundar Pichai, EC Announces New Google Investigation, Amazon Blocks FLoC
Google doesn’t have a leadership problem, it’s just getting old. Plus, another EC investigation, and why Amazon’s advertising business is well-placed.
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Integrated Apple and App Store Risk
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.
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Amazon Buys MGM, The Streaming Opportunity, Anti-Monopoly vs. Antitrust
Amazon’s purchase of MGM makes sense strategically, but also points to bigger ambitions; it also highlights how a lot of antitrust talk is actually anti-monopoly.
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Apple Ads and the Anti-Steering Argument, Additional Follow-up
Apple’s argument defending its anti-steering provisions also explain the company’s approach to its burgeoning ad business.
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App Store Arguments
There are all kinds of arguments to make about the App Store, and nearly all of them are good ones; that’s why the best solution can only come from Apple.
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Epic v. Apple Trial Begins, EU Files Statement of Objections, Who Owns the App?
Why I expect Apple to win Apple v. Epic, even as they get themselves in more political hot water.
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The FTC’s Google Documents, The Staff Memo, The Economists Memo
Revisiting the FTC’s decision in 2013 makes me doubtful that a case would have made much of a difference.