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Tech & Innovation·August 14, 2026·1 min read

A judge just told Google to stop making rival app stores hard to install

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Forced reduction of friction for rival app stores on Android reopens distribution as a strategic variable, not a given. If you own a consumer app, you now have to at least model a world where discovery, billing, and policy enforcement are no longer single-channel.

Tech & Innovation

In Q2, "other income", mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits

When ~66–71% of quarterly profit comes from investment gains—much of it tied to AI bets—you can’t read Big Tech earnings as a clean signal of operating health. Operators should separate core-margin trends from mark-to-market noise before benchmarking, and assume AI-adjacent equity swings will keep distorting comps.