Browsing Category

Eco-systems

Artificial Intelligence – Men and boys.

Reply to this post           The difference between men and boys will be the brains of their toys. Developer conference season is well underway and the...

MCX and Ecosystems – The white flag.

Reply to this post           MCX serves as a lesson to all in the ecosystem. Merchant Customer Exchange (MCX) has paid a heavy price for ignoring...

Google – Only one out.

Reply to this post           Not ready to do what it needs most. Google will hold its annual developer this week where it will show off...

Oracle vs. Google – The Merry-go-round.

Reply to this post           I think Google will end up paying less than $1bn. Google and Oracle are at it again with Oracle asking for...

GoPro – Needs a hero pt II.

Reply to this post           I think GoPro will end up being acquired. The difference between Fitbit and GoPro is that Fitbit has understood that the...

Alibaba FQ4 15A – Ecosystem investor

Reply to this post           E-commerce powerhouse fuels ecosystem investments. Alibaba reported good FQ4 15A results but sent the clear message that would be ramping up...

Fitbit Q1 16A – Forced hand.

Reply to this post           Fitbit is being forced to spend to stay ahead. Fitbit reported good Q1 16A results but cut guidance in order to...

Autonomous Auto – Men and dogs

Reply to this post           I see a shake out with only a handful surviving.  Just as in 2011 when every man and his dog was...

Android Security – Culture vulture

Reply to this post           Security issues highlight more pressing problems.  Google is trying hard to fix the endemic security issues that continue to plague Android...

Smartphones – The second derivative.

Reply to this post           Gap between ecosystem and hardware to increase this year.  As the slowdown in the smartphone market is more severe than even...