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Peloton – Game on.

Peloton finally gets one right. Peloton’s move into virtual cycling games should provide some exclusivity for its bikes which if taken to its logical conclusion may help cushion the company...

Tencent vs. China – The authoritarian moment pt. II.

Tencent’s treatment will help predict what happens to everyone else.  Of the two possible motivations that lie behind the increasing regulatory clampdown on the Chinese technology sector, it is the...

VW – New Auto.

New Auto raises new issues. VW has outlined how it plans to transform from a petrol-powered box shifter into a vendor of software and services, but this throws up a...

Didi – Blood in the water.

Sharks gather to capitalise on Didi’s woes. The brutal suspension of Didi’s app has left the door wide open for all of Didi’s previously crushed rivals to emerge and have...

Microsoft & ATT – Packet pushers.

AT&T admits that it can’t compete. By selling its Network Cloud platform to Microsoft and moving all of its 5G core over to Azure, ATT is admitting that it cannot...

Digital Ecosystems – Not so skewed.

Facebook sponsored report is very misleading.  Comscore’s latest study seems to indicate just how dominant Apple and Google are on their own platforms but I think this is very misleading...

USA vs. China – The authoritarian moment.

China shoots itself in the foot.   China is moving to punish Chinese companies that are listed overseas or have large foreign shareholders in a damaging move that will ultimately...

Microsoft – Break with history?

Microsoft tries to break with its relentless history. Microsoft is attempting to break with a new version of Windows that delivers a new look and feel as well Android apps...

Facebook – Saved by the model

The government needs to do better. The dismissal of the two anti-trust cases against Facebook is not the end of the story as the US government lost for no other...

MWC 2021 Days 0-4 – Missing in action.

All eyes turn to CES 2022. Mobile World Congress (MWC) is in full swing but a dearth of news flow and footfall at the event reveals that MWC is a...