What’s a monopoly?

It used to be the case that it was pretty easy to spot a monopoly; it also used to be pretty easy to spot anti-competitive practices; but neither of these things is necessarily so easy in the age of the Internet. When we start looking at the large Internet companies, which certainly we will be […]

The Apple car in the news (again)

An Apple car has been in the works, at least in fits and spurts, since 2015. The big question for most people remains … WTF is Apple going to build a car? It’s not at all clear what value they add. To quote Hal Eddins, chief economist at Apple shareholder Capital Investment Counsel, “My initial reaction […]

Apple is building a search engine?

The whole business-news world was awash with speculation this week that Apple is building its own search engine (The Telegraph ($/2), Financial Times ($), Forbes, Forbes again, c|net, etc…). These sites all point out that Google is under anti-trust scrutiny, and part of that is the purported $8–12 billion that Google pays Apple to be the default search engine on Apple devices; and […]

Intel is getting leap-frogged

In 1965 Gordon Moore famously predicted that the number of components on an integrated circuit (a computer “chip”) would double every year — Moore’s Law. This largely turned out to be true, but for a long time, we’ve been predicting that we’re reaching the end of it, largely because of laws of physics. To fit […]

TikTok and China

Here we are, yet again, back at Newsletter #14, wherein I brought up some of the problems with TikTok being controlled by the Chinese, and statements by the new CEO (who is an American), who asserts that they don’t send US user data to Chinese authorities, and moreover that they’d refuse if it were demanded. Things […]

WWDC and privacy

Apple’s World Wide Developer Conference was last week. As expected, one of the biggest announcements was that they’re moving away from Intel and to their own chips. And, although it wasn’t front and center, it was mentioned enough that I’m sticking with my prediction that this is all about “AI”, and we’re going to see […]

Apple moving to ARM on Macs, what does it mean?

There’s a rumor that Apple will be moving to ARM chips on the Macintosh product line. It’s still just a rumor, and we’ve been hearing such things for a few years now, but now it’s out on Bloomberg, which is saying Apple intends to make this announcement the week of the 22nd, at their World […]