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In a surprise win for the makers of Fortnite, a jury ruled that Google engaged in anti-competitive conduct by suppressing other app stores and banning alternate payments
Though it looks like big vs small tech at first glance, poking into how ad blocker companies operate and their “whitelisting” programs will likely change your opinion
The case makes a nuanced argument about how Amazon abused monopoly power through anti-discounting measures and tying in Prime with Fulfilled by Amazon
The company got to profitable growth by cementing its first mover advantage and doubling down on retailer relationships but faces competition from incumbent giants
What makes advertising attractive is that it's a 100% margin product that can subsidize the lower margin core business.
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It’s very tempting to imagine that AI turns everyone into a tool-builder - now everyone can just ask the model to make the software they need, and apps as we know them are dead. I think that misunderstands how most people think and where software actually comes from, and more importantly, it isn’t a path to change how companies actually work.
Those with the most to lose are often the least likely to take big swings
