Published inUX CollectiveEpic Games, Google and app store monopoliesIn a surprise win for the makers of Fortnite, a jury ruled that Google engaged in anti-competitive conduct by suppressing other app storesDec 16, 20231Dec 16, 20231
Published inUX CollectiveYoutube, ad blockers, and the advertising taxThough it looks like big vs small tech, poking into ad blocker companies’ “whitelisting” programs will likely change your opinionNov 10, 20235Nov 10, 20235
Highlights: First Quarter of UnpackedBold product moves, AI things accelerate, Tech policy in the front seat, Interesting things continue. Bird’s eye view of 17 deep dives…Oct 24, 2023Oct 24, 2023
Published inUX CollectiveDirect tax filing: is this the end of Intuit’s lobbying?Thirty-eight years since the launch of e-filing, IRS will pilot its own tax filing system ending two decades of Intuit’s regulatory captureOct 21, 20236Oct 21, 20236
Published inTDS ArchiveSaaS AI Features Meet Applications Without MoatsSeveral SaaS companies have announced gen AI features, which is a direct threat to AI startups that lack sustainable competitive advantageOct 17, 20237Oct 17, 20237
Published inUX CollectiveWhy FTC’s case against Amazon is misunderstoodThe case makes a nuanced argument about how Amazon abused monopoly power through anti-discounting measures and tying in Prime with FBAOct 3, 20234Oct 3, 20234
Published inTDS ArchiveRegulating AI: The Case for a Mechanisms-Based ApproachTargeting specific mechanisms mitigates AI risks more effectively, is easier to get consensus on, and avoids unintended consequences of…Sep 29, 20231Sep 29, 20231
Published inUX CollectiveGoogle anti-trust trial: Android deals might be Department of Justice’s smoking gunThe DOJ is going after specific anti-competitive mechanisms, and the specifics of Google’s onerous Android deals might be the smoking gunSep 19, 20236Sep 19, 20236
Published inUX CollectiveKlarna, buy now pay later & first mover advantageKlarna got to profitable growth by cementing its first mover advantage and retailer adoption but faces competition from incumbent giantsSep 9, 20234Sep 9, 20234
Published inUX CollectiveInstacart IPO: the race against market saturationCompany’s journey to IPO is impressive but long-term upside hinges on success of its long-term bets like ads and the enterprise platformSep 1, 2023Sep 1, 2023