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China

Xiaomi and Google – Race to the bottom.

Reply to this post           Android One will only ever benefit Google.  Xiaomi and Google are resurrecting the Android One program but given what Xiaomi has...

Amazon & Baidu Q2 17A – Back to basics

Reply to this post           Amazon and Baidu get back to what they do best. Amazon – Not making money Amazon reported disappointing results and guided...

Baidu – Talking machines.

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

China Internet – Home court advantage

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

Xiaomi – Back in black

Reply to this post           Xiaomi is back but ecosystem nowhere to be found. A monster quarter has brought Xiaomi back into contention as a major...

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 is bicycles rather than cars...

Alibaba – Virgin home

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

LeEco – Bleeding out

Reply to this post           LeEco could be acquired by one of the BATmen. Despite closing the vast majority of its US operations, LeEco’s troubles are...

Tencent – Feathering the nest

Reply to this post           Rovio could help Tencent spread its wings. Rovio is almost certainly past its prime but it has an asset that could...

Airbnb – American losing streak

Reply to this post           Airbnb unlikely to win in China. Airbnb, like Uber and Amazon before it, has fight on its hands when it comes...