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Meituan – New club member.

Reply to this post A better shot at the $100bn club. Meituan has filed for an IPO which, in my opinion, has much better fundamental reasons to justify a $100bn...

Facebook – Coffin nails

Reply to this post           Instagram hammers two more nails into Snap. Instagram has passed 1bn monthly active users (MaUs) which combined with the launch of...

IBM – Testing Turing

Reply to this post Removal of bias essential for commercialisation. IBM’s debating AI is not going to fool anyone, but it does represent a step forward from Jeopardy, reinforcing RFM’s...

Google – Shopaholic

Reply to this post           JD.com will help Google shopping a bit. Sinking $550m into JD.com is unlikely to do anything for Google’s fortunes (or lack...

Alibaba – Retail detail.

Reply to this post           Amazon: 480 – Alibaba 600,000+. Alibaba is already streets ahead of Amazon when it comes to total business transactions and its...

Autonomous Autos – The turkey vote

Reply to this post           Insurance industry has no choice but to resist. While the regulatory environment is moving towards an acceptance of autonomous vehicles far...

Sony – Free gift

Reply to this post           Sony is gifting Microsoft a big opportunity. Sony does not seem to have learned from the destruction of its personal music...

Xiaomi – Foot shot pt. III.

Reply to this post           A valuation richer than Alibaba makes no sense. Investment banks involved in Xiaomi’s IPO have released their valuations and while they...

Digital Automotive – Update issues

Reply to this post           A 238,000 recall that should cost nothing. Daimler has been ordered to recall 238,000 vehicles to fix engine control software that...

Microsoft at E3 – Game on.

Reply to this post           Better late than never. The biggest move at this year’s E3 gaming conference was Microsoft which may be finally moving to...