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Eco-systems

Samsung Bixby– Lightweight

Reply to this post           Bixby is hopelessly outclassed. Bixby voice only shines in the areas where Samsung has given it special access to hardware that...

GrubHub – Big appetite

Reply to this post           Eats24 is an essential acquisition. GrubHub is making exactly the right moves to give it the best chance to beat its...

Spotify – Free foundation

Reply to this post           Apple Music still making no dent. Spotify has crossed 60m paid users and while its absolute level of growth is slowing...

Apple FQ3 17A – No pause here.

Reply to this post           Solid base for new product launches. Apple reported good results and guided strongly for the coming quarter stoking speculation with regards...

Indian e-commerce – Road to ruin.

Reply to this post           The only likely winner in India is now Amazon. Snapdeal has ended merger discussions with Flipkart in a move that, I...

iOS vs. Android – Catch-up

Reply to this post           Android is snapping at Apple’s heels. Android is showing signs of catching up with iOS in terms of user spending at...

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...

Facebook Q2 17A – Cash community

Reply to this post           Community is about cash generation. Facebook reported another set of excellent results and laid out pretty concrete plans of how it...

Facebook – Empty head

Reply to this post           Another smart speaker that badly needs a brain. It looks like Facebook is joining the ever more crowded smart speaker bandwagon,...

Alphabet – Other people’s money

Reply to this post           Core businesses showing signs of maturity. Alphabet reported good Q2 17A results but the fact that it has having to share...