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Internet

Mobike vs. Ofo – Proxy war

The returns from bike sharing will be made from the data.   Now that Mobike has a strong backer, it is opening the spending spigot that looks certain to crush...

Uber – Home Alone

Middle East looks like another exit. Following its ignominious exit from South East Asia, Russia and China, Uber is now in discussion with Careem that I think would effectively see...

Snap – Augmented hopes.

Gaming makes more sense than video.   Snap’s beleaguered attempts to move beyond its instant messaging service have taken another turn with a potential move into gaming. Given that the...

Amazon – Pill popper.

Reply to this post Amazon shakes the ivory towers. Amazon has made its move on the retail pharmacy industry by buying PillPack in a move that could have been thwarted...

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...

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...

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...