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Internet

Alibaba – Shopaholic

Reply to this post           The woeful offline experience offers a real opportunity.  It looks like Alibaba is about to take a leap into the offline...

Alphabet – Great thrall of India

Reply to this post           Africa warning as India falls into Google’s thrall.  Google is moving consolidate its growing grip on the Indian market and unless...

HERE – Pole position.

Reply to this post           HERE is closing the gap to Google with the Chinese and Intel joining up.  HERE gets one over on Google by...

Yahoo – Calculated gumption

Reply to this post           Even if Verizon walks, there is value in Yahoo.  Yahoo has revealed yet another hack casting further doubt over its deal...

China Ecosystems – All about vertical.

Reply to this post           Greater verticalisation looks like it is coming to China.  It looks like Qihoo is having another go at the smartphone market...

Magic Leap – Backwards leap.

Reply to this post           Massive setback means more money likely to be needed  It appears that Magic Leap has hit a major problem with the...

Amazon AWS – Brain game

Reply to this post           Amazon is stepping up its efforts in the coming battle of the brains.  Amazon is following its competitors by announcing a...

Amazon vs. Google – Open goal

Reply to this post           Amazon Echo opens a market for Google Home to dominate.  The Amazon Echo has sold reasonably well but I think that...

Ola. vs. Uber – Welfare state.

Reply to this post           I suspect Ola will need state intervention to survive.  Ola looks to have become desperate as it appears to be pursuing...

Meitu – Crazy selfies

Reply to this post           Very risky proposition leaves too little on the table.  Meitu has 446m active users but its revenue comes almost exclusively from...