Archive For

July 2017

Baidu – Talking machines.

Reply to this post           The way in China is wide open for Baidu. Baidu’s strategy around its AI platform and...

Uber & Yandex – Russia on top.

Reply to this post           Uber bails from another fight it was not going to win. Yandex and Uber are merging...

SoundCloud – Clouds of red

Reply to this post           Management does not have the luxury of choice. Poor monetisation strategy and a lack of fiscal...

Snap – Valuation snaps pt. II.

Reply to this post           Twitter remains by far the better choice Reality is beginning to set in for Snap Inc....

China Internet – Home court advantage

Reply to this post           Regulatory enforcement makes life even harder for the foreigners. . China appears to be on a...

Xiaomi – Back in black

Reply to this post           Xiaomi is back but ecosystem nowhere to be found. A monster quarter has brought Xiaomi back...

Samsung Q2 17A – Just chipper.

Reply to this post           Samsung heading for No. 1. A truly mighty performance from Samsung puts it well on track...

Mobike vs. Ofo – Blood soaked economics.

Reply to this post           Here comes another bloodbath. Another battle is brewing over ride hailing but the fact that it...

Samsung Bixby – Old demon

Reply to this post           The software / AI demon remains un-exorcised. Samsung is continuing to dominate hardware but once again...

Alibaba – Virgin home

Reply to this post           Another day, another home assistant. Alibaba is moving to launch a home speaker, much like Amazon...