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Internet

Facebook – The dunce pt. II.

Reply to this post           Inability to automate bites Facebook again.  Facebook’s problems with fake news once again demonstrates the real problems that this company has...

Facebook – Middle age spread

Reply to this post           An opportunity lurks under the image of a maturing company.  Facebook continues to show all the hallmarks of becoming a maturing...

Tencent Q3 16A – Work in progress.

Reply to this post           Still a lot of work needed to realise its full potential.  Tencent reported another excellent set of results but the fact...

Google – Gain in translation

Reply to this post           Google is not resting on its laurels when it comes to AI.  A vastly improved Google Translate is yet another sign...

LeEco – Thin ice.

Reply to this post           I think financial thin ice will force LeEco out of automotive.  LeEco has hit a major stumbling block meaning that something...

Facebook Q3 16A – Straight line headache

Reply to this post           This is the beginning of the pause I have been looking for.  Facebook reported excellent Q3 16A results but it was...

Facebook – Gamification.

Reply to this post           Facebook does not intend to play second fiddle to Tencent for long.  Facebook is increasing its position in gaming aiming to...

Baidu – Headache of state.

Reply to this post           Chinese regulatory risk laid bare in Baidu’s latest earnings report.  Baidu reported a difficult set of results where increasing government regulation...

GOOG/AMZN/TWTR – Mixed bag.

Reply to this post           Solid quarter at Google but Amazon slips back into bad habits. Twitter in limbo.   Alphabet Alphabet reported good results as recent...

Facebook – The dunce.

Reply to this post           AI is emerging as a major weakness for Facebook.  There are signs that Facebook is really struggling with automation as it...