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Tencent Q1 16A – Search for happiness.

Reply to this post           Tencent needs to do a little better to keep everyone happy. Tencent reported very healthy Q1 16A results as business continued...

Google I/O – Brains not brawn.

Reply to this post           Google touts its brains but once again ignores the elephant. Google launched some interesting innovations at its developer conference, but once...

Artificial Intelligence – Men and boys.

Reply to this post           The difference between men and boys will be the brains of their toys. Developer conference season is well underway and the...

MCX and Ecosystems – The white flag.

Reply to this post           MCX serves as a lesson to all in the ecosystem. Merchant Customer Exchange (MCX) has paid a heavy price for ignoring...

Google – Only one out.

Reply to this post           Not ready to do what it needs most. Google will hold its annual developer this week where it will show off...

Apple and Didi – Catch a ride

Reply to this post           Apple’s investment looks more financial than strategic. Apple has agreed to invest $1bn in Didi Chuxing (formerly Didi Kuaidi) in a...

Palantir – Success victim.

Reply to this post           Palantir’s silence will only make matters worse. Palantir is a very secretive company but the recent negative press raises valid points...

Oracle vs. Google – The Merry-go-round.

Reply to this post           I think Google will end up paying less than $1bn. Google and Oracle are at it again with Oracle asking for...

HTC Q1 16A – Family silver.

Reply to this post           HTC is selling the family silver to stay alive. HTC reported dreadful Q1 16A results as EBIT losses ballooned to 32%...

GoPro – Needs a hero pt II.

Reply to this post           I think GoPro will end up being acquired. The difference between Fitbit and GoPro is that Fitbit has understood that the...