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Internet

Google vs. Amazon – Battle of the Home pt II.

Reply to this post           Alexa still ahead despite very poor performance. New data suggests that Google Assistant is even more superior to Amazon Alexa than...

Microsoft & Facebook – BFF

Reply to this post           I see Microsoft and Facebook creeping quietly together.  I continue to think that Facebook and Microsoft make very good partners and...

Etsy – Red flags.

Reply to this post           Etsy serves as a warning to Uber. The struggles of e-commerce player Etsy is yet another sign how important it is...

Snap Inc. – Snap in the box.

Reply to this post           Facebook keeps Snap Inc. in its box. Despite launching in August 2016, Instagram Stories has been extremely successful in mitigating the...

Facebook – Soft target

Reply to this post           Facebook chasing broadcast rather than Netflix or YouTube. Facebook’s move into Media Consumption is well underway but it looks to me...

Tencent – Feathering the nest

Reply to this post           Rovio could help Tencent spread its wings. Rovio is almost certainly past its prime but it has an asset that could...

Airbnb – American losing streak

Reply to this post           Airbnb unlikely to win in China. Airbnb, like Uber and Amazon before it, has fight on its hands when it comes...

Facebook – Dial M pt. II

Reply to this post           Very little AI in the assistant that has launched. Now that Facebook’s digital assistant is available in the wild, one can...

E3 2017 – Glaring omission

Reply to this post           Very little interest in mobile gaming at E3. E3 is the biggest trade show for the computer games industry but it...

Amazon – A song of ice and fire.

Reply to this post           Project ice has nothing to do with phones. After racking up nearly $1bn in losses from its last foray into handsets,...