Regulation
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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.
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FTC Sues to Block Nvidia ARM Acquisition, Innovation and the Data Center, ARM’s Future
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.
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Google’s South Korea Plan, No Duty to Deal, Developer Versus Customer Choice
Google’s response the South Korean App Store law, what that says about platform IP rights, and why markets should decide App Store policies.
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Mark Liu in Time, Taiwan and China, TSMC and the U.S.
Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
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China’s Power Shortage, The Tech Angle, China and Bitcoin
Understanding the roots of China’s power shortages and its impact on tech; then, why China’s Bitcoin crackdown is good for Bitcoin