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Didi – Blood in the water.

Sharks gather to capitalise on Didi’s woes. The brutal suspension of Didi’s app has left the door wide open for all of Didi’s previously crushed rivals to emerge and have...

Microsoft & ATT – Packet pushers.

AT&T admits that it can’t compete. By selling its Network Cloud platform to Microsoft and moving all of its 5G core over to Azure, ATT is admitting that it cannot...

Digital Ecosystems – Not so skewed.

Facebook sponsored report is very misleading.  Comscore’s latest study seems to indicate just how dominant Apple and Google are on their own platforms but I think this is very misleading...

Samsung Q3 21 – Supercycle.

Samsung sets the tone for the supercycle.  Samsung’s strong results herald a super cycle in semiconductors that will look fantastic on the way up but is likely to be just...

ByteDance – The crown jewels.

ByteDance is not selling the crown jewels.   While it would appear that ByteDance is making its crown jewels available to all and sundry, a look through the offering reveals...

USA vs. China – The authoritarian moment.

China shoots itself in the foot.   China is moving to punish Chinese companies that are listed overseas or have large foreign shareholders in a damaging move that will ultimately...

Autonomous Autos – The heavy hand.

NHTSA takes aim at Tesla. The NHTSA (US vehicle safety authority) has ordered that all crashes that involve vehicles that are equipped with Level 2 and above autonomous driving systems...

Microsoft – Break with history?

Microsoft tries to break with its relentless history. Microsoft is attempting to break with a new version of Windows that delivers a new look and feel as well Android apps...

Facebook – Saved by the model

The government needs to do better. The dismissal of the two anti-trust cases against Facebook is not the end of the story as the US government lost for no other...

MWC 2021 Days 0-4 – Missing in action.

All eyes turn to CES 2022. Mobile World Congress (MWC) is in full swing but a dearth of news flow and footfall at the event reveals that MWC is a...