An interview with Eric Seufert about the current state of digital advertising, including Google, TikTok, Meta, AppLovin, Unity, and Netflix, and how advertising will work with AI.
AMD Acquires ZT Systems, AMD’s Integration, Substack In-App Purchases
AMD is acquiring ZT Systems in a bid to integrate AI system design and AI chips; then, more on Apple’s creator tax
NBC Measurement, Apple and Patreon, Substack Next?
A note on NBC’s changing ratings. Then, Apple is demanding its pound of flesh from Patreon creators, who aren’t getting any of the benefits of the App Store Apple says it deserves to be compensated for.
Why Apple Deserves Special Scrutiny, Paramount Merges with Skydance
Apple deserves special scrutiny from regulators, and Paramount demonstrates Hollywood’s commitment to irrationality.
European Commission Charges Apple, Apple Delays New Features for E.U.
Apple is being charged by the E.U. for violations of the DMA; it’s no surprise, meanwhile, that Apple is citing the DMA for not launching new features in the E.U.
The Apple-OpenAI “Deal”, Japan and the App Store, Apple’s AI Developer Risk
More on Apple AI, including details about its “deal” with OpenAI, new App Store regulation in Japan, and why Apple needs developers more than ever.
Apple Intelligence is Right On Time
Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.
The Great Flattening
Apple’s iPad ad might not have been good for Apple, but it was a profound encapsulation of what has happened on the Internet; the question is what it leads to next.
An Interview with Benedict Evans About Regulation and AI
An interview with Benedict Evans about his career, the differences between American and European approaches to regulation and antitrust, and the most important questions about AI.
Apple and Antitrust for Aggregators, DMA Investigations and Apple’s Risk
A much better antitrust case against Apple would focus on developers, not customers. Then, the E.U. is investigating all of American tech under the DMA; the chances of Apple leaving are not zero.