Futurum Research analyst Todd R. Weiss looks at how Amazon and Alphabet are ramping up their fight against a “self-preferencing” bill in the U.S. Congress that seeks to rein in Big Tech marketplace influence in online search and sales.
Tech Outperforms This Quarter Led by AMD, Apple, Microsoft, Alphabet
Tech names AMD, Apple, Google, and Microsoft all saw their results significantly outperform guidance and expectations this week.
36 States Sue Google Over Aggressive Terms As Big Tech Remains In Focus
This summer has seen a wave of antitrust lawsuits and proposed bills targeting Big Tech—and there are no signs of slowing. Google is now the target of 36 states that are suing the company for its aggressive app store terms.
Week of July 5: Hot Takes on Microsoft, Amazon, and Google
This week’s hot takes include the cancellation of JEDI, pulling $10 billion back from Microsoft. Andy Jassy takes over at Amazon and more.
5 Quick Takeaways From a Blowout Q1 for Alphabet
Alphabet, parent to Google, had a blowout result as advertising outperformed and the cloud business grew while narrowing losses.
It’s Apple Versus a Huge Swath of the Tech World and Apple is Winning
The feud between Apple and Facebook is heating up, as Apple turns its attention to protecting the privacy of its users and implementing aggressive measures to increase the bar for platforms to extract user data without their consent.
Apple Search for Automotive LiDAR Supplier Fuels New Rumors About Project Titan
Futurum’s Olivier Blanchard on Apple’s search for automotive LiDAR supplier fueling new rumors about Project Titan. While it may make more sense for Apple to stay in its consumer electronics lane, where it could focus on building a first rate Smart Home ecosystem to displace Alphabet and Amazon, and make XR cool enough to displace Microsoft, Oculus (Facebook), and potentially other consumer electronic giants like Samsung, Sony, HTC, and more, the real flex play for Apple this decade, its boldest hard swing for the fences, lies in entering the automotive market to take on Tesla.