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Internet

Pinterest – Ready, set, go!

Ready for recovery? Pinterest is changing its CEO with its founder moving aside to make room for new blood from Google that will undoubtedly start to shake things up which...

Arm / SoftBank – No winners

Delay is increasingly the best option. The discussion over which exchange Arm is going to re-list on is increasingly irrelevant as the far more pressing issue is how SoftBank is...

Klarna – WeWork replay?

Despite the parallels, Klarna is not a re-run of WeWork. At a high level, Klarna looks like a re-run of WeWork although it is a much better company meaning that...

Crypto – Coin crunch pt. II

Crypto heads for a deep freeze. The rhetoric around the safe haven and inflation hedging properties of crypto has gone eerily quiet as it transpires that cryptocurrencies are nothing more...

Artificial Intelligence – Infinite monkeys

I don’t think LaMDA is anywhere close to being sentient. Another disagreement between Google and one of its researchers has sparked a big debate on whether AI has become sentient,...

China Tech – Bottom ahoy!

The state sees some sense at last. The readmittance of Didi (and two others) to the Chinese transport market is the first tangible evidence that the regulatory crackdown that has...

Apple WWDC 2022 – Carmageddon?

Apple declares war on short-term loan providers and car makers. Apple produced an ordinary performance but saw announcements that challenge both the vehicle makers and the fintech industry. However, there...

Microsoft – FX Really?

The strangest profit warning. Microsoft has been forced to downgrade its earnings forecast less than one month after it gave it in what is both a complete non-story but also...

Meta Platforms – Change of the guard

The cash register retires. Meta Platform’s most important executive has decided to retire leaving some very big shoes to fill by Javier Olivan who has been responsible for building the...

India Tech – Unicorns and canaries

Indian unicorns sing like canaries. India is a few months ahead of the USA when it comes to dealing with the fall-out of easy money as its once highly sought...