183 – Breaking News & Latest Updates 2026
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Sean Hollister

Sean Hollister

Senior Editor

Senior Editor

    More From Sean Hollister

    Sean Hollister
    Sean Hollister
    Here’s how Google internally boiled down Netflix’s argument against mandatory GPB (Google Play Billing).

    Payments: GPB still hasn’t driven incremental value that justifies the increased revshare

    • Netflix also working with the same payment providers and operators as Google is

    • Netflix’s fees are 1-3% with these partners; with GPB it’s 10% and no incremental revenue

    • Google is expanding Android Pay — “that fee structure is more rational for us”

    • With time it will be easier to transact via browser given what Google is doing on identity, payments, etc [...]

    Sean Hollister
    Sean Hollister
    Google’s Kirsten Rasanen told higher-ups that developers were concerned about mandatory Google Play Billing for these reasons:

    Based on a survey of developers Google conducted in November 2017, the “key concerns and arguments revolve around”:

    Platform Neutrality: A stated “principled” argument that platforms such as Google Play should be neutral [...]

    Product concerns: Spotify believes that their platform has capabilities that GPB lacks. We are awaiting their specific feedback on product gaps

    User Relationship/Data transparency: The lack of control that would result form using GPB instead of their own platform (billing platform capabilities, ownership of customer relationship, deep knowledge of user behavior) concerns Spotify.

    The email goes on, but I didn’t have time to copy down the rest.

    If you’re still playing our bingo, mark “Google Play Billing” and “IAP” on your card.

    Sean Hollister
    Sean Hollister
    “I don’t want any buck passing.”

    That’s Judge James Donato, telling Google in no uncertain terms that Google chief legal officer Kent Walker better show up tomorrow at 3PM and address the litigation hold, deleted chats, and fake privilege situation.

    “The CEO, appropriately in my view, said ask Mr. Walker,” says the judge. But the buck stops with Walker, he suggested.

    Yesterday, Judge Donato officially ordered Google to do this: “Google is directed to provide the Court with all copies of the litigation holds issued in this case by November 15, 2023.”

    Sean Hollister
    Sean Hollister
    Epic v. Google day seven (today) will dive deeper into security.

    We’ll be hearing from David Kleidermacher, a VP of engineering at Google who should address security, after Kirsten Rasanen, a Google director of partnerships.

    There may also be video deposition from Amazon midday, Epic says. No mention of original Android boss Andy Rubin.

    Judge James Donato is going over logistics now, trying to make sure the trial will run on time. Epic and Google have a disagreement over Google Play’s net profit margin. “Doing it 100 percent your way, what is the net profit margin?” the judge asked Google.

    A man from Google’s team immediately pulled Google lead attorney Glenn Pomerantz aside, whispered in his ear, and then Google deflected the question. “They’re relying on numbers and margins that clearly don’t count any Android costs,” said Pomerantz.

    We’ll hear from expert witnesses on Monday and Tuesday.

    Sean Hollister
    Sean Hollister
    Epic v. Google day seven is about to kick off.

    A few tidbits from yesterday I forgot to mention:

    💰 Google $147M offer to Epic might not have needed CEO approval; “Google CEO approval is required if total commercial commitment value exceeds $150M, and audit committee required,” I spotted on a slide in the Business Council presentation.

    🖋️ It also read “Approval by Sridhar Ramaswamy and Philipp Schindler required.” Those would have been Google’s heads of advertising, commerce, and business.

    💪 An imposing man (bodyguard?) walked Sundar Pichai to the bathroom.

    Sean Hollister
    Sean Hollister
    We’re done with Epic v. Google day six, the busiest day yet.

    I’m not sure who’s coming as witnesses tomorrow — but we’re still waiting on a video deposition of Andy Rubin, one of the original co-founders of Android and its big boss for years. He was Hiroshi Lockheimer’s boss, too.

    Sean Hollister
    Sean Hollister
    Epic’s kind of all over the place in our last minutes with Hiroshi.

    Epic lead attorney Bornstein raised the idea of switching costs between iPhone and Android, suggesting that Lockheimer once said it was “pretty impossible” for anyone with an Apple Watch to switch to Android — that internal Google studies show 97 percent of people with an Apple Watch won’t switch.

    Lockheimer basically shrugged.

    Epic tried to suggest the folding phones Lockheimer toyed with on the stand were just hardware innovation, not software. Lockheimer (rightly, based on what I know of Android’s many changes to support foldables) said no.

    Epic asked Lockheimer which came first: tipping off reporters, or the bug report going live? It seems pretty clear from evidence we’ve seen that the bug report went live first, even if Google planned it that way.

    Sean Hollister
    Sean Hollister
    “It’s fine. Lowering fees to match Apple’s existing plan.”

    Sameer Samat, VP of Android product management, telling Lockheimer that one of its 15 percent revenue share cuts (in 2017) was directly provoked by Apple.

    Google originally wanted to lick the cookie but didn’t manage it. (One last bingo stamp for you!)

    Epic’s attorney is now combating the assertion that the change was designed to compete with Apple, pointing out how long it took Google to follow Apple here and that Samat also pointed out, “We will not make this happen in a very vocal way.”

    Sean Hollister
    Sean Hollister
    Another “Google competes with Apple on security” proof point: an Apple ad.

    Google showed us a “Switch to iPhone” ad from 2018 that’s unfortunately no longer on YouTube. I’ll let AppleInsider’s description suffice:

    A woman takes one of the icons off the shelf on the “Your Store” side and it blows blue powder in her face. She then walks over to the “App Store” section as the “Your Store” shelf collapses and the word “safer” appears.

    “It’s an ad from Apple showing, basically saying that when you grab an app from the shelf, you never know what you’re going to get from the Android side,” says Lockheimer.

    Sean Hollister
    Sean Hollister
    “When you sideload, the user has to understand they’re taking a risk.”

    Lockheimer looked directly at the jury when he said that.

    “We want users to understand that the apps they’re about to sideload haven’t gone through the same level of security checks as the apps we run through the Play Store,” he says.

    And we’re seeing that the head of Samsung’s mobile business, DJ Koh, expressed concern in September 2015 that Android wasn’t secured well enough against sideloaded apps (I added the link you see):

    WeChat and Didi Kuaidi, on Apple store embed malware in these apps. When this breach happened, Apple just deleted these compromised apps from their store and this blocked the propagation of the compromised app. This is a simple and effective action, however, such an action does not work very well on Android due to Android’s app distribution mechanism allowing sideloading and self-signed apps.

    Koh added later: “I think it is time to serious think [sic] about the security baseline of Android and how to improve it.”