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DOJ v. Google: Case outline & arguments analysis
The DOJ is going after specific anti-competitive mechanisms, and the specifics of Google's onerous Android deals might be the smoking gun
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Viggy Balagopalakrishnan
Klarna, Buy Now Pay Later & first mover advantage
The company got to profitable growth by cementing its first mover advantage and doubling down on retailer relationships but faces competition from…
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Viggy Balagopalakrishnan
Instacart IPO: Race against market saturation
The company's journey to IPO is impressive but long-term upside hinges on the success of its long-term bets like ads and the enterprise platform
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Viggy Balagopalakrishnan
2
The EU's war on behavioral advertising
Meta recently conceded that in-app behavioral advertising in the EU can no longer be opt-in by default, marking the end of an era. The regulators won…
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Viggy Balagopalakrishnan
5
Zoom's AI policy backlash & customer data in model training
Listen now (27 mins) | Zoom came under fire recently for silently changing their terms of service in a way that allows use of customer data (read your…
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Viggy Balagopalakrishnan
OpenAI's web crawler and FTC missteps
OpenAI launches a default opt-in crawler, continuing to scrape the Internet, while the FTC focuses on an obscure consumer deception investigation into…
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Viggy Balagopalakrishnan
1
StackOverflow's pivot: From disruption to opportunity
OverFlowAI takes the company’s core asset, exposes answers in a highly usable interface, and in turn creates a loop using gen AI to fire up the content…
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Viggy Balagopalakrishnan
2
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Unpacked
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