The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
Meta’s earnings were a perfect storm of challenges facing the company.
More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.
Breaking down Microsoft’s acquisition of Activision Blizzard, plus an interview with Microsoft Gaming CEO Phil Spencer
Follow-up on Zynga’s financials, the New York Times All Access bundle, The Athletic’s focus on quantity over quality, Facebook’s antitrust loss, and Apple’s South Korea App Store change
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.
Metaverse follow-up, and then both Apple and Google lose in court
Google’s response the South Korean App Store law, what that says about platform IP rights, and why markets should decide App Store policies.
Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
Understanding the roots of China’s power shortages and its impact on tech; then, why China’s Bitcoin crackdown is good for Bitcoin