Microsoft’s gaming deal is a threat to Apple
As Microsoft and Sony consolidate the gaming industry, Apple's quiet dominance in mobile gaming is under threat. A Nintendo acquisition could be the answer.
All posts filed under: SvD Näringsliv
Analysis pieces written for the Swedish Daily, SvD Näringsliv – https://www.svd.se
New patents reveal Zuckerberg’s plans for the metaverse
Meta's metaverse patents show the business model: capture more personal data — including facial expressions — and serve better-targeted ads in 3D.
Microsoft’s big bet: building a Netflix for games
Microsoft frames its Activision Blizzard deal as a metaverse play against Facebook. The real logic is Xbox Game Pass — a Netflix for gaming.
Big tech is immune to the sell-off — everyone else is not
The tech sell-off is splitting the sector into two camps: mature big-tech giants mostly worried about regulators, and high-growth newcomers getting repriced hard.
Apple’s App Store rules are strict — unless you’re China
Apple enforces its App Store rules with an iron hand everywhere except China. With the digital yuan launching at the Beijing Olympics, expect another round of exceptions.
Why the next Theranos is already being funded
Elizabeth Holmes is convicted, but the fear-of-missing-out that enabled Theranos is alive and well. Due-diligence timelines are shrinking, not expanding.
Crypto’s real charge is political, not financial
Crypto's most interesting feature isn't the price action — it's the decentralized structure that threatens to reorder the financial system and the states built on top of it.
Reddit’s IPO will put its old problems on full display
Reddit is heading to the stock market with a passionate community, an advertising-heavy business model, and a long history of moderation fights. Going public will only make all of that more visible.
TikTok’s dark side — built on purpose
TikTok and Instagram executives duck the hard questions on youth wellbeing. The algorithms do exactly what they're designed to do.
Power shift: tech giants are building the new conglomerates
As GE and J&J split up, Jack Dorsey's Block, Meta, Alphabet, Tencent, and ByteDance are building the conglomerates of a new era.