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Baidu Create – Steady showing

Hangs onto the global No. 2 slot. Baidu’s developer conference kicked-off with a demonstration of the company’s supremacy in Chinese AI but stopped short of providing convincing data that would...

Epic Games – App store wars.

The rebellion gains steam. The challenge to the existing status-quo when it comes to revenue sharing for app stores is gathering pace and sooner or later Valve, Google and eventually...

Huawei – Nowhere to run pt. V.

Reprieve in name only. The White House’s apparent U-turn on Huawei is unlikely to give Huawei the products it really needs and even if it did, it is quite possible...

Electric Vehicles – King in waiting.

It could be a very long wait for electric vehicles. While the German automobile industry has a strong vested interest in the longevity of petrol and diesel engines, it has...

Robo Retail – Devil in the details.

Cashier-less stores are too stupid to make money. Cashier-less shops are not all they are cracked up to be as the emerging bloodbath in China and Amazon’s glacial roll-out clearly...

Huawei – Nowhere to run pt. IV.

Component loophole won’t help the smartphone business. US Hardware vendors have found a loophole that will allow them to continue selling silicon-based products to Huawei, but this will not work...

Apple vs Spotify – Storm in a teacup.

Apple’s response is unlikely to hold water. Apple is just one of a list of larger US tech companies under scrutiny by EU competition authorities, but I think its response...

Didi – One app to rule them all.

Didi wisely lets in the 3rd parties. Didi’s move to open its platform to 3rd parties indicates that in China, the battle is now all about becoming a transport market...

Renault (& Co) & Google – Form over substance.

Very little substance to this agreement. Renault and Nissan have signed an exclusive deal with Waymo that signals a further fracturing of the Renault Nissan Mitsubishi alliance and when picked...

Samsung & Huawei – Nasty origami pt. IV.

Folding phones are now about bragging rights. The launch dates of the Huawei Mate X and the Galaxy Fold have very little to do with demand or market readiness and...