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Spotify – Patience pays.

Reply to this post           I think shareholders will see more value by being patient. Spotify is closing in on finally doing a deal with the...

Yahoo – Earned asset

Reply to this post           This time Marissa has really earned her payoff. Following the sale of the Yahoo core business to Verizon, Marissa Mayer will...

Enterprise AI – IBM and Salesforce

Reply to this post           Microsoft to Facebook could be what IBM is to Salesforce. Salesforce and IBM have announced a wide ranging partnership which will...

Digital assistants – Man and dog

Reply to this post           Late-comers have very little chance The latest craze to hit the mobile industry is digital assistants where every man and his...

India e-commerce – Unicorns and Donkeys Pt. V.

Reply to this post           Flipkart likely to buy Snapdeal.  The latest in a series of woes that has hit the Indian e-commerce market reinforces my...

Yahoo & Verizon – Final execution.

Reply to this post           Finally, Yahoo executes. Yahoo may have badly failed to create any value for investors in mobile, but its execution on the...

Alibaba – Five guns east

Reply to this post           Alibaba is going guns blazing for offline.  Alibaba appears to be moving into offline retail much more quickly than I had...

Huawei & Baidu – Bodies and time.

Reply to this post           I think Huawei would be better off doing a deal with Baidu.   It looks like Huawei has decided to build...

Facebook – Brainless video.

Reply to this post           Focusing on video first makes complete sense. I think that Facebook is making the right choice in targeting video first as...

Baidu – One trick pony?

Reply to this post           Baidu may be giving up on its ecosystem. There is little doubt that Baidu’s investments outside of its core search offering...