February 27, 2025
From Cautious Consumers to Tariff Jitters: Walmart and Amazon Face...
During their respective earnings calls earlier this month, Amazon and Walmart were cautious in their first-quarter 2025 outlooks, reflecting concerns about inflation and slowing consumer spending. Get the Full Story...
February 26, 2025
Platform Self-Preferencing: Focusing the Policy Debate
There is considerable debate whether public policy should allow a platform to engage in self-preferencing. In this note, I present a series of statements that I believe are well supported...
February 26, 2025
Weaponized Opacity: Self-Preferencing in Digital Audience Measurement
Independent audience measurement is crucial for the media and advertising ecosystem. It helps understand market dynamics, set ad prices, allocate revenue, and plan content. However, digital gatekeepers like Google and...
February 26, 2025
Self-Preferencing in Adjacent Markets
In past decades, gatekeeper companies such as Alphabet, Apple, Amazon, and Meta have continuously expanded their businesses into new industries beyond their core businesses. By diminishing user surplus when rival...
February 26, 2025
Tech Giants Push Back at a Crucial Time for the...
The EU AI Act has been lauded as the most comprehensive set of regulations on artificial intelligence on the planet. But it is a set of general principles without details...
February 26, 2025
Nvidia Revenue Spikes as Agentic AI Aims to Transform Businesses
Nvidia CEO Jensen Huang said Wednesday (Feb. 26) that sales of the company’s most advanced chip architecture hit a record in the fourth quarter, and it is a harbinger of...
February 26, 2025
BNY Teams With OpenAI to Bring ‘Transformational’ AI to Banking
OpenAI launched a multiyear agreement with BNY, the oldest bank in the United States. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access...
February 26, 2025
Qualcomm Wins Ninth Circuit Appeal in California Antitrust Case
Chipmaker Qualcomm Inc. has secured a legal victory in an antitrust case concerning its business practices, as the Ninth Circuit Court of Appeals largely upheld a lower court’s decision to...
February 26, 2025
Amazon Unveils an Agentic, Smarter and More Capable Alexa+
Amazon took the wraps off a revamped Alexa that is infused with generative artificial intelligence (AI) to be more capable, conversational and agentic than the old version. Get the Full...
