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Internet

Facebook – The selfish giant

Reply to this post           No love for minority investors. Facebook has withdrawn plans to issue a new distribution of shares that would have further worsened...

Snap Inc. – Troublesome hardware.

Reply to this post           Another plan that failed. With the reorganisation of its hardware division, Snap Inc. is admitting that it made a wrong turn...

Google vs. Amazon – Battle for the home pt. IV.

Reply to this post           Amazon increases its aggressive land grab.  Not content to sit on 70% market share, Amazon is aggressively compensating for the lack...

Tencent – Tale of two pies.

Reply to this post           Tencent dominates but still has much more to do.  Tencent already dominates Digital Life in China and now it is increasingly...

Broadcast TV – Sword of Damocles pt. II.

Reply to this post           The sword has slipped its moorings.   With all of the indicators now starting to turn against the TV broadcast industry...

Facebook vs. Snap Inc. – Own goal

Reply to this post           Some of Snap’s woes look self-inflicted. Snap appears to be losing key influencers to Facebook not because of a copied service...

Apple – SiriKit?

Reply to this post           There are very good reasons to launch SiriKit. Apple has made some changes to executive responsibility for Siri that I see...

Google vs. HERE – Perfect parking

Reply to this post           HERE has more potential but needs to execute. Google is upping the ante in the race to provide value-added services on...

Samsung Bixby– Lightweight

Reply to this post           Bixby is hopelessly outclassed. Bixby voice only shines in the areas where Samsung has given it special access to hardware that...

GrubHub – Big appetite

Reply to this post           Eats24 is an essential acquisition. GrubHub is making exactly the right moves to give it the best chance to beat its...