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Internet

Blue Apron – Size 12s.

Reply to this post           Amazon’s size 12s causes dismay for Blue Apron and Hello Fresh. The saga of Blue Apron is rapidly becoming a horror...

Uber & Yandex – Russia on top.

Reply to this post           Uber bails from another fight it was not going to win. Yandex and Uber are merging their ride hailing businesses in...

SoundCloud – Clouds of red

Reply to this post           Management does not have the luxury of choice. Poor monetisation strategy and a lack of fiscal discipline is likely to ensure...

Snap – Valuation snaps pt. II.

Reply to this post           Twitter remains by far the better choice Reality is beginning to set in for Snap Inc. but I think that the...

China Internet – Home court advantage

Reply to this post           Regulatory enforcement makes life even harder for the foreigners. . China appears to be on a path to plugging the leaks...

Mobike vs. Ofo – Blood soaked economics.

Reply to this post           Here comes another bloodbath. Another battle is brewing over ride hailing but the fact that it is bicycles rather than cars...

Alibaba – Virgin home

Reply to this post           Another day, another home assistant. Alibaba is moving to launch a home speaker, much like Amazon Echo, that should direct users...

LeEco – Bleeding out

Reply to this post           LeEco could be acquired by one of the BATmen. Despite closing the vast majority of its US operations, LeEco’s troubles are...

Digital sensors – Eyes and ears.

Reply to this post           Sensors are the eyes and ears of AI. Data is the raw material of artificial intelligence (see here) meaning that will...

Alphabet vs. EU – Timeslip

Reply to this post           Google has time on its side in Android. I think that it is the remedies that the EU imposes that have...