No Soup for You! Regulating tech M&A

Dec 11, 2022

38:47

Highlights

AI Chapters

Episode notes

The App Store, Web3, and the Competitive Threat

Introduction

6min

Is Low Consumer Pricing Really a Useful Lens?

2min

What's the Fundamental Competitive Threat to VR?

2min

Vertical Integration

5min

Is the Activision Deal a Little Bit More Unique Versus the Meta Deal?

5min

Amazon Buying Twitch as a Streaming Platform?

3min

Is There a Theory for What You Can Buy?

3min

Are You Not Living in Silicon Valley?

4min

What's the Next Wave of Anti-Commeditiveness?

5min

10.

Is the FTC Trying to Buy Random Penguin Random House?

3min

11.

Do You Think Amazon Is the Monopolist in E-Books?

2min

Within and Activision, but also PA Semi and Android - how do we think about big tech buying stuff, and why is it hard for regulators?

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