Browsing Category

Eco-systems

Yahoo & Verizon – Final execution.

Reply to this post           Finally, Yahoo executes. Yahoo may have badly failed to create any value for investors in mobile, but its execution on the...

Alibaba – Five guns east

Reply to this post           Alibaba is going guns blazing for offline.  Alibaba appears to be moving into offline retail much more quickly than I had...

Google vs. Amazon – Homefront.

Reply to this post           This could be a repeat of VHS vs. Betamax.  Google is adding functionality to allow Google Assistant to compete more directly...

Facebook – Brainless video.

Reply to this post           Focusing on video first makes complete sense. I think that Facebook is making the right choice in targeting video first as...

Baidu – One trick pony?

Reply to this post           Baidu may be giving up on its ecosystem. There is little doubt that Baidu’s investments outside of its core search offering...

Magic Leap – Creations great but not small

Reply to this post           Technology is there but size is miles off. While I do believe that Magic Leap is capable of producing an augmented...

Twitter Q4 16 – No Trump card

Reply to this post           Trump card fails to win the trick. Despite becoming a major channel for the White House to communicate with voters, the...

Facebook vs. Alphabet – Worlds apart

Reply to this post           Facebook and Alphabet are worlds apart when it comes to AI. While Google is pushing the boundaries of artificial intelligence forward,...

Xiaomi & Huawei – Different strokes

Reply to this post           Xiaomi and Huawei go in different directions. While commentators are absorbed with Apple’s (almost certainly temporary) No. 1 position in the...

GoPro vs. Shenzhen – Forlorn hope

Reply to this post           GoPro needs something special to fend off Shenzhen. GoPro released another set of awful results highlighting how much damage its failure...