Stratechery The Cicilline Salvo
Jun 15, 2021
Delve into the complex world of tech regulation and its effects on major players like Amazon and Apple. Discover legislative proposals aimed at reshaping competition and oversight in the industry. Explore the intricate relationships between critical trading partners and online platforms, including Visa and Walmart. Uncover the potential ramifications of new antitrust bills on companies like PayPal and Shopify. Engage with the ongoing debate over fair competition and innovation as the tech landscape evolves.
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Cicilline's Anchoring Strategy
- Cicilline's bill package strategically uses Representative Jayapal's extreme bill as an anchor.
- This aims to position his own bill as a more reasonable compromise, potentially alongside Scanlon's.
Platforms and Integration
- Platforms, unlike aggregators, need more regulation due to their control over third-party access.
- This necessitates regulations on tying, defaults, anti-steering, pricing, and interoperability.
Rethinking App Store Strategy
- Apple should reconsider its App Store approach; its current strategy risks its unique integration advantage.
- Amazon should prioritize long-term customer satisfaction over short-term revenue gains.