Viggy Balagopalakrishnan
Viggy Balagopalakrishnan writes Unpacked, where every week he deep dives into one tech topic or product strategy and publishes his analysis (with some opinions sprinkled in).
Epic Games case – Google engaged in anti-competitive conduct
In a surprise win for the makers of Fortnite, a jury ruled that Google engaged in anti-competitive conduct by suppressing other app stores and banning alternate payments
YouTube, ad blockers & the advertising “tax”
Though it looks like big vs small tech at first glance, poking into how ad blocker companies operate and their “whitelisting” programs will likely change your opinion, writes independent analyst Viggy Balagopalakrishnan
AI-enabled SaaS vs moatless AI
Several enterprise SaaS companies have announced generative AI features recently, which is a direct threat to AI startups that lack sustainable competitive advantage, writes independent analyst Viggy Balagopalakrishnan.
FTC’s case against Amazon is misunderstood
The FTC is making a nuanced argument about how Amazon abused monopoly power through anti-discounting measures and tying in Prime with Fulfilled by Amazon, and in the end it's consumers that could lose.
Regulating AI: the case for a mechanisms-based approach
Targeting specific mechanisms mitigates AI risks more effectively, is easier to get consensus on, and avoids unintended consequences of brute force approaches, writes independent analyst Viggy Balagopalakrishnan
DOJ vs Google: Case outline & arguments analysis
Want to know the lowdown of the anti-trust case presented by the USA's DOJ against Google? An independent analyst provides an in-depth analysis into each side's arguments and chances.
Klarna, Buy Now Pay Later and first-mover advantage: an analysis
Klarna got to profitable growth by cementing its first mover advantage and doubling down on retailer relationships but faces competition from incumbent giants.