The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.
Microsoft Earnings, Microsoft Advertising, The Deflating Balloon
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.
An Interview with Google CEO Sundar Pichai
A discussion with Google CEO Sundar Pichai about Google as answering machine, its deals with publishers, privacy, and productivity.
Congress and Misinformation, Children and Social Media, Zuckerberg Clarifies 230 Stance
The latest tech hearing in Congress makes it seem that new legislation is imminent.
The FTC’s Google Documents, The Staff Memo, The Economists Memo
Revisiting the FTC’s decision in 2013 makes me doubtful that a case would have made much of a difference.
Google Makes Deal With News Corp, Facebook Blocks News in Australia, Microsoft’s Cynicism
Google gives in in Australia, not to the government, but to News Corp. Facebook, meanwhile, pulls out; they are right on the merits, but terrible at the politics.
Google Earnings, Google’s Response to ATT, Google Cloud Losses
Google’s earnings were impressive, but the company should disclose even more. Meanwhile, the problem with following Apple’s lead on ATT is it’s anticompetitive.
Netflix’s Increased Subscribers, Netflix’s Decreased Costs, Elastic Changes License
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.
Google Sued by States, Ranking the Cases, Fantasy Basketball and Silver Linings
Google’s many antitrust cases, ranked! Plus, one small way that COVID is pushing one group of friends into the future.
Tech in Congress, Again; Twitter vs. the New York Post; Who Are the Refs?
Congressional tech hearings are becoming more compelling with time, as tech companies run the risk of making not just economic enemies but political ones.