It matters that Qualcomm is a U.S. company. Then, why Twitter is struggling with advertising, and what a subscription product might look like.
Facebook’s Earnings, Apple’s Ad Exception, Facebook’s Headwinds
Facebook’s earning highlighted the resiliency of its business, but also its vulnerability to Apple. It now appears that Apple is going after Facebook revenue directly.
The WeChat and TikTok Executive Orders, The Apple Angle, WeChat Abroad
New Executive Orders may block TikTok and WeChat from App Stores: how will Apple respond, and what is the human cost?
TikTok Key Money, Rule By Law, China Gaslighting
Trump put TikTok’s potential sale to Microsoft in a new light, and it is an exceedingly ugly one.
Microsoft and TikTok, The Microsoft Angle, The TikTok Angle
Understanding what is happening with Microsoft’s bid for TikTok, why the enterprise company would do the deal, and the implications for TikTok, Facebook, and others.
The Antitrust Hearing, The Role of Congress, CEO Questions
Congress is exactly where discussions about tech and society should be happening. Then, a list of questions for every tech CEO.
Slack Files Antitrust Complaint Against Microsoft; Tying in the U.S. and E.U.; Microsoft Concerns, Then and Now
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.
Apple Wins E.U. Tax Case; Privacy Shield Struck Down; Bans, Censorship, and the First Amendment
Apple wins its EU tax case, while the privacy approaches of the US and EU are ruled incompatible. Then, why banning a network is different than censorship.
The Twitter Hack, Twitter Failures, Facebook and TikTok
Twitter gets hacked, which points to both Twitter failures and tech industry blindspots. Then, why Facebook may not want a TikTok ban.
Xi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited
A follow-up to The TikTok War, including Xi Jinping’s ideology, Facebook’s blindspot, and why TikTok should be compared to YouTube.