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Internet

Spotify – Crown jewels

Reply to this post           Spotify keeps the crown jewels to itself. In striking a deal with Universal, Spotify has traded much better than I thought...

Twitter – End of days

Reply to this post           The loss of the NFL is a disaster. Twitter has lost its deal to stream certain NFL games which I think...

Google – Meaningless milestone

Reply to this post           Android’s success shows up Google’s deficiencies. Android has surpassed Windows as the No.1 platform for accessing the Internet globally, highlighting just...

Didi – Nasty economics

Reply to this post           Didi encounters a real growth problem. Didi is now the only credible ride hailing platform left in the Chinese market, but...

Tencent – Home circuit.

Reply to this post           I think investing in Tesla is about China, not overseas. Tesla has announced that Tencent is investing $1.8bn in a 5%...

Google & Facebook – Trouble in paradise.

Reply to this post           Facebook will be hit much harder than Google. Although it is Google that is taking most of the heat in the...

Tencent – Brute force.

Reply to this post           Tencent has time as most gaming AIs are relatively simple. Tencent is finally jumping into artificial intelligence (AI) and I think...

Google – Cookie crumbles

Reply to this post           I see no solution to Google’s problems in Android O. Google has released a developer preview of the upcoming Android Oreo...

Spotify – Patience pays.

Reply to this post           I think shareholders will see more value by being patient. Spotify is closing in on finally doing a deal with the...

Yahoo – Earned asset

Reply to this post           This time Marissa has really earned her payoff. Following the sale of the Yahoo core business to Verizon, Marissa Mayer will...