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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...

Fitbit – Boredom bites.

Reply to this post           User indifference likely to drive further estimate cuts in 2017. Fitbit issued a horrible profit warning as users appear to be...

Sonos – Sounds of sameness pt. II

Reply to this post           I do not see the boldness required to save Sonos  Sonos has announced a change in leadership with its 14 year...

CES Day 1/2 – Winners and losers.

Reply to this post           Winners Amazon. In my mind, the star of CES 2017 is Amazon which is beginning to show signs of doing to...

CES Day 0 – Square one.

Reply to this post           IoT – everywhere and nowhere. With the press cycle already revved-up well before the official opening of CES, almost everything that...

Android Things – Good intentions.

Reply to this post           The road to hell is paved with good intentions.  Google has updated its OS for Internet of Things (IoT) with the...

GoPro vs. DJI – Autonomous gambit

Reply to this post           DJI is making a big gamble with the Mavic Pro.  Hot on the heels of GoPro’s Karma launch (see here), DJI...

Softbank & ARM – We’ll be back!

Reply to this post           I think ARM could return to the market in 5 to 10 years.  SoftBank and ARM have announced that SoftBank will...

GoPro – Needs a hero

Reply to this post           GoPro must make the ecosystem its top priority. I think that GoPro will soon begin to really struggle as the hardware...

Netflix – Rollercoaster

Reply to this post           Netflix will become even higher risk in the future. Netflix’s failure to renew its streaming deal with Epix (Lionsgate and MGM)...