Slack has filed an antitrust complaint against Microsoft, and the tying allegations may have legs. Still, the fact the complaint exists is a bearish signal.
There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio.
Facebook responds to China in Hong Kong, while Stripe avoids the complication. Then, Instagram Reels shows why Instagram Stories succeeded.
India is banning Chinese apps, in a reminder that nations still matter; China knows the more than anyone. Then, why centralized App Stores make this easier, and why Reddit is a reminder that infrastructure matters.
Apple’s likely next steps, encouraging moves from Shopify, and quick thoughts on the EU versus Apple, Section 230, and Zoom and encryption
Two podcasts apps were banned in China; Apple has to follow local law, but how much censorship is Apple doing itself? Then Zoom demonstrates it can’t be trusted.
Blaming Facebook and Google for the media industry’s trouble inevitably leads to bad regulations with unintended consequences and the end of accountability for big tech.
An Uber acquisition of GrubHub makes all kinds of sense, but for the same reasons that it will be frowned upon by regulators (and for good reason). Then, Uber’s investment in Lime makes sense as well.
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.
Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital?