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Internet

Snap Inc. – Price of opposition.

Reply to this post           Twitter is in a better position. A poor set of maiden results highlights that Twitter is actually in a better position...

Amazon – Show and tell.

Reply to this post           Screens help to alleviate digital assistants’ stupidity. I think that the Echo Show is more about addressing the shortcomings of voice...

Facebook Q1 17 – Sleeping policeman

Reply to this post           Facebook’s growth story hits a temporary bump for 2017. Facebook reported good results but once again tried to temper enthusiasm with...

MSFT / GOOG / AMZN – Law of large numbers.

Reply to this post           The big guys get bigger.  Microsoft Microsoft reported slightly disappointing results where the ageing Surface Pro line slightly marred another superb...

Yahoo – Fair fee.

Reply to this post           I don’t begrudge Marissa her 5% payoff. While it appears that Marissa Mayer is being paid $200m for years of failure,...

Digital Assistants – Bursting bandwagon.

Reply to this post           Digital assistant bandwagon bursting at the seams.   Building a digital assistant is all the rage these days but just like...

Mobile Payments – Trouble in paradise

Reply to this post           Mobile Payments are going the wrong way. It appears that the usage of Apple Pay on the iPhone is now declining...

Facebook F8 – Business as usual

Reply to this post           Progression, but little excitement. While Facebook’s announcements at its developer conference were not exactly ground-breaking, it is clear that Facebook remains...

Google – From Russia with love pt. III

Reply to this post           Google escapes to fight another day. Google has settled its dispute with the Russian regulator but I suspect that Google has...

India e-commerce – The big if.

Reply to this post           Flipkart for Snapdeal looks increasingly likely. The probability of consolidation in Indian e-commerce is creeping ever closer as Softbank, is pushing...