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Google & Amazon – Battle for the smart home pt. V.

Reply to this post           Google has a chance to displace Amazon. I don’t think Google will go out of its way to patch things up...

Xiaomi – Market timing

Reply to this post           Xiaomi considers a big equity event just as growth peaks again. Xiaomi’s genius for timing is confirmed as talk of an...

Google – Brain game pt. II.

Reply to this post           Google remains out front in AI but Baidu most interesting.  The first results from Google’s AutoML project are beginning to surface...

Digital sensors – Heart of the matter.

Reply to this post           Apple is creeping up on the medical devices industry.  Apple has taken wearables a step closer to replacing medical devices, but...

Amazon – Size 12s

Reply to this post           Amazon is stomping on Microsoft’s patch.   With the launch of Alexa for Business, Amazon is stomping with its size 12s...

Uber – Annus horriblis

Reply to this post           Even at $54bn, no shortage of sellers. While attention is focused on SoftBank’s moves to take a 13-15% stake in Uber,...

Verizon / Yahoo – Digital desert.

Reply to this post           No last hurrah for Yahoo. Despite its recent acquisition by Verizon, the decline of Yahoo’s assets seems to be accelerating, further...

E-commerce – Look East.

Reply to this post           In mobile, China is more developed than USA. Comparing China’s Singles Day against Brown Thursday, Black Friday and Cyber Monday in...

Uber vs. Lyft – Blood in the water

Reply to this post           This is Lyft’s best chance to catch Uber.  With yet another skeleton emerging to hinder Uber, Lyft is increasing its recent...

Apple – No Nirvana

Reply to this post           Vrvana unlikely to accelerate Apple’s AR. Apple’s acquisition of Vrvana is the best sign yet that it is intending to get...