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Eco-systems

AR – Productivity pays

Reply to this post           AR is alive and well in the enterprise. Amongst a surprising re-launch of Google Glass and a major pivot by Meta,...

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...

Uber & Yandex – Russia on top.

Reply to this post           Uber bails from another fight it was not going to win. Yandex and Uber are merging their ride hailing businesses in...

SoundCloud – Clouds of red

Reply to this post           Management does not have the luxury of choice. Poor monetisation strategy and a lack of fiscal discipline is likely to ensure...

Snap – Valuation snaps pt. II.

Reply to this post           Twitter remains by far the better choice Reality is beginning to set in for Snap Inc. but I think that the...

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...