Archive For

February 2018

Digital Assistants – Dissociative identity

Reply to this post           Siri’s fragmentation could be her undoing. Apple’s focus on devices has meant that there are multiple...

Alibaba – Offline grab pt. II

Reply to this post           Alibaba adds an offline vertical and cleans house Alibaba is yet again increasing its assault on...

Google & Microsoft – Worlds apart

Reply to this post           Google and Microsoft go their separate ways. With every quarter that passes, Google and Microsoft move...

Didi & OEMs– Bikes to cars

Reply to this post           Data will be the key to differentiation. If Didi does to automobiles what it has done...

Snap Q4 17 – Free parking

Reply to this post           Snap’s problems parked for 9 months. Snap has finally managed to reap the benefits of its...

Autonomous Autos – Dark horses.

Reply to this post           Waymo’s lead shrinks to 5 to 1. Analysis of autonomous testing data submitted to the California...

Corporate governance – Caveat emptor.

Reply to this post           HKSE sells out investors. In a bid not to repeat the ignominious loss of the Alibaba...

Apple & Amazon – Mixed bag.

Reply to this post           Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results...

Microsoft & Facebook – 2 good runs.

Reply to this post           2 good runs could come to an end in 2018. Microsoft FQ2 18. Microsoft reported good...