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Eco-systems

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...

Baidu – Lower barriers

Reply to this post           Baidu removes barriers for Alibaba and Tencent. Hot on the heels of the spin off of iQiyi, Baidu has announced the...

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...

Tencent Q1 18 – Expectations management

Reply to this post           Bad guidance is worse than no guidance at all. Tencent reported Q1 18 results that beat expectations but increased my concern...

Facebook – The thin ice

Reply to this post           Facebook security stats reveal flaws. Facebook disclosed Q1 enforcement data for the first time and while it is clear that Facebook...

Amazon – Size 12s pt. II.

Reply to this post           Alexa leaves Cortana out in the cold.   HP’s integration of Alexa into its all-in-one PC is yet another sign that...

Indian e-commerce – Play defence.

Reply to this post           I don’t think that India is Walmart’s priority. Walmart’s agreement to take a controlling stake in Flipkart has all the hallmarks...

Google i/o – The meh factor.

Reply to this post           A rather subdued affair. Android P offered up such marginal improvements that Google was forced to rely on previews of long-term...