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Internet

Amazon AWS – Brain game

Reply to this post           Amazon is stepping up its efforts in the coming battle of the brains.  Amazon is following its competitors by announcing a...

Amazon vs. Google – Open goal

Reply to this post           Amazon Echo opens a market for Google Home to dominate.  The Amazon Echo has sold reasonably well but I think that...

Ola. vs. Uber – Welfare state.

Reply to this post           I suspect Ola will need state intervention to survive.  Ola looks to have become desperate as it appears to be pursuing...

Meitu – Crazy selfies

Reply to this post           Very risky proposition leaves too little on the table.  Meitu has 446m active users but its revenue comes almost exclusively from...

Facebook – The dunce pt. II.

Reply to this post           Inability to automate bites Facebook again.  Facebook’s problems with fake news once again demonstrates the real problems that this company has...

Facebook – Middle age spread

Reply to this post           An opportunity lurks under the image of a maturing company.  Facebook continues to show all the hallmarks of becoming a maturing...

Tencent Q3 16A – Work in progress.

Reply to this post           Still a lot of work needed to realise its full potential.  Tencent reported another excellent set of results but the fact...

Google – Gain in translation

Reply to this post           Google is not resting on its laurels when it comes to AI.  A vastly improved Google Translate is yet another sign...

LeEco – Thin ice.

Reply to this post           I think financial thin ice will force LeEco out of automotive.  LeEco has hit a major stumbling block meaning that something...

Facebook Q3 16A – Straight line headache

Reply to this post           This is the beginning of the pause I have been looking for.  Facebook reported excellent Q3 16A results but it was...