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Devices

Sharing economy – bikes, e-bikes & scooters

Reply to this post           Make money not headlines. Not to be outdone by the bike sharing craze in China, Silicon Valley is jumping on the...

Apple WWDC 2018 – Maintenance mode

Reply to this post           Moving into maintenance mode. Apple’s latest platform releases focus more on keeping users and driving stickiness than they do about encouraging...

Essential Products Inc. – An essential sale

Reply to this post           The wheels appear to have fallen off. Andy Rubin’s Essential Products Inc. is up for sale almost certainly because of a...

Samsung & Google – Engineering disease

Reply to this post           Intransigence helps Apple and the Chinese. Google and Samsung both have a bad case of engineering disease that prevents them from...

Sony – Old chestnut

Reply to this post           Old chestnut software problem is back. Sony is intending to change its stars by moving away from hardware towards content and...

Smart speakers – Pregnant pause

Reply to this post           Pause while products improve. Google is catching up with Amazon in the smart speaker race, but there are signs that growth...

Xiaomi IPO – Foot shot pt. II.

Reply to this post           Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi at $33.3bn, one third of...

Apple & Facebook – FQ1 Results & F8.

Reply to this post           Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the show was software and services...

Fitbit – Sold out.

Reply to this post           Google alliance shutters ecosystem aspirations. With one stroke of the pen, Fitbit has most likely consigned itself to becoming yet another...

Xiaomi – Foot shot.

Reply to this post           Profitability limit is a shot in the foot. Voluntarily limiting one’s ability to make money for shareholders is not the wisest...