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Eco-systems

Facebook F8 – Business as usual

Reply to this post           Progression, but little excitement. While Facebook’s announcements at its developer conference were not exactly ground-breaking, it is clear that Facebook remains...

Google – From Russia with love pt. III

Reply to this post           Google escapes to fight another day. Google has settled its dispute with the Russian regulator but I suspect that Google has...

Samsung – Fall before the first

Reply to this post           Bixby falls even before its first hurdle. Samsung’s delay in the roll-out of Bixby is a strong indication of just how...

LeEco – Le Crunch.

Reply to this post           Crunch time appears to be fast approaching. The LeEco proposition seems to be quickly unraveling as a flurry of bad news...

India e-commerce – The big if.

Reply to this post           Flipkart for Snapdeal looks increasingly likely. The probability of consolidation in Indian e-commerce is creeping ever closer as Softbank, is pushing...

Spotify – Crown jewels

Reply to this post           Spotify keeps the crown jewels to itself. In striking a deal with Universal, Spotify has traded much better than I thought...

Twitter – End of days

Reply to this post           The loss of the NFL is a disaster. Twitter has lost its deal to stream certain NFL games which I think...

Xiaomi – No favours

Reply to this post           Xiaomi’s ecosystem remains its biggest weakness. Comparing itself to Costco helps Xiaomi’s valuation somewhat but does no favours when it comes...

Google – Meaningless milestone

Reply to this post           Android’s success shows up Google’s deficiencies. Android has surpassed Windows as the No.1 platform for accessing the Internet globally, highlighting just...

Didi – Nasty economics

Reply to this post           Didi encounters a real growth problem. Didi is now the only credible ride hailing platform left in the Chinese market, but...