Netflix’s YouTube opportunity, part 2 This week, Netflix announced that it will bring five episodes of Danny Go!, an "educational show, aimed at children ages… March 31, 2026
Might Meta step back from foundation model development? Last week, The New York Times reported that Meta will delay the rollout of its next frontier foundation model, Avocado,… March 16, 2026
Google updates Google Play billing policy (and settles with Epic) Google today announced a set of policy changes to Google Play (and the broader Android ecosystem) in a blog post… March 4, 2026
The experiment that broke the FTC’s case against Meta When U.S. District Judge James Boasberg ruled in Meta’s favor in the FTC's antitrust case last November (see my analysis… January 5, 2026
Gemini in Chrome and Gmail, and Google’s AI distribution conduit In September, Google announced Gemini in Chrome, an initiative to insert Gemini touchpoints into the Chrome browser on Windows and… December 16, 2025
Apple embraces mini app monetization Last week, Apple introduced the Mini Apps Partner Program, which creates a commercial framework for "mini-apps" hosted within a native… November 19, 2025
Apps come to ChatGPT OpenAI made a stunning revelation at its developer event this week: with 800MM WAU, ChatGPT's user base is roughly the… October 7, 2025
Podcast: iWar, and Apple’s struggle to preserve its App Store empire (with Tim Higgins) https://open.spotify.com/episode/6Z0UghhricsHNdh70W6DRI?si=278cdda4d5de4c8b In this episode of the podcast, I speak with The Wall Street Journal's Tim Higgins about his new book,… October 1, 2025
Google’s Gambit and the future of the open web https://open.spotify.com/episode/3Hyr0VTAJQ5JonO7X3nci2?si=6e26a9d0dead4465 In this episode of the podcast, I examine Google's Gambit: its effort to transition Search from a distribution intermediary… August 26, 2025
Google’s gambit, part 2 Google hosted its annual I/O developer conference last week. Predictably, every product showcase emphasized AI-enabled functionality; this video provides a… May 28, 2025
