The DOJ’s lawsuit against Google details a lot of anti-competitive behavior, but the underlying source of Google’s strength is Aggregation.
Follow up on AI’s impact on Google, and the weird relationship between OpenAI and Microsoft
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.
Google search continues to be a source of strength, while YouTube’s weakness is likely because of ATT. Meanwhile, Shopify is suffering from mistaken forecasts, even as ATT’s impact becomes clearer.
The lessons regulators should learn from the Microsoft antitrust case, and how Thin Platforms are part of the unbundling and bundling cycle.
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
This year’s Google I/O built on last year’s focus in a way that lends credence to Google’s longer-term goals. Plus, Pixel hardware and the problem of design by regulation.
Twitter follow-up, and then looking for evidence between the lines about ATT’s impact on Google.
The E.U.’s DMA has some good ideas, but is fundamentally misguided and will make things worse for everyone.