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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...

Sonos – Sounds of sameness pt. III.

Reply to this post           Sonos is now just another speaker maker. Sonos has finally enabled Alexa voice control and Spotify support in its speaker systems...

Google – The colour purple.

Reply to this post           Fuchsia could replace Android Auto and Android Wear.   Google’s mysterious operating system Fuchsia is starting to take shape with the...

Alibaba – Offline grab.

Reply to this post           Alibaba is very different to Amazon. I think Alibaba’s investment in Sun Art has nothing to do with Amazon’s strategy with...

Google vs. Facebook – AI dividend.

Reply to this post           Google’s AI already paying dividends Both Google and Facebook have a fake news problem but Google’s leadership in AI means that...

Tencent Q3 17 – Time purchase

Reply to this post           Mighty core business buys time. Tencent reported strong results driven mostly by its content offerings which gives the company time to...