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Eco-systems

Tesla – Model breakdown

Tesla has further to fall. Tesla looks to be in real difficulty as a chronic inability to make money combined with a business transition that is going to take many...

Microsoft & Sony – Deal with the devil

Sony takes a rare dive. Microsoft and Sony are working more closely together in a rare admission of failure from Sony that its cloud gaming and AI are simply not...

Huawei – Nowhere to run

The USA does Samsung a massive favour. The importance of the digital ecosystem is laid bare as the loss of the Google ecosystem is very likely to cost Huawei all...

Connected vehicles – Damaging lethargy

Sirius XM capitalises on OEM lethargy. Sirius XM is launching a series of services for its customers which are exactly the sorts of services the OEMs should have launched years...

Google Pixel 3a – Good enough computing?

Pixel 3a may be a herald of woe. Google’s Pixel 3a is the first real test as to whether or not the smartphone has entered the realm of good enough...

Uber & Lyft – No prisoners.

The public market takes no prisoners. Uber’s IPO turned from a celebration into a wake as the public market refused to support a valuation that does not reflect the harsh...

Amazon vs. Google – Stealing thunder

In a timely fashion, Amazon touts Alexa’s superiority. At the same time as Google was launching a new and improved version of Google Assistant at Google i/o, Amazon was quick...

Tesla – Leaky bucket

The assumptions do not hold water It looks like Tesla has been successful in raising money for its autonomous driving ambitions but I find its commentary to be somewhat misleading...

Google i/o 2019 – Innovation not revolution

Incremental improvements hallmark a rather humdrum keynote. With less to say about AI and Android, Google added hardware launches and pushed a privacy agenda in its keynote in a sign...

Microsoft Build 2019 – Nice to have

Plenty of nice. No must-have In a company that is now so dominated by the enterprise, its gaming business increasingly sticks out like a sore thumb begging the question as...