Google’s earnings came with the usual dearth of information, although it appears that Google Cloud is growing more than expected. AWS growth, meanwhile, is definitely slowing as Amazon’s business broadly is running out of low-hanging fruit.
A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.
More on Google’s I/O keynote, particularly about how the company is well-positioned for a privacy-centric world. Then, Microsoft is doing an excellent job of appealing to developers.
Apple, Google, and Amazon’s earnings all showed fundamental weaknesses in the consumer market; perhaps these companies are not all-powerful.
Recent regulation highlights why Mark Zuckerberg’s call for regulation was so self-serving. The place where regulators should actually start is advertising.
The EU has again fined Google for anticompetitive behavior. At first glance this looks like the Android decision, but I think the better comparison is the shopping decision, which I believe was wrong.
Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
An update on the Battle for the Home, and why Apple’s hesitance around data is both a credit and a tax — and the opposite for Google.
Google’s Earnings are increasingly problematic because the company doesn’t break out critical information about its business. Then, Other Bets compensation, and why Google’s 30% App Store take shows Apple’s power.