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Internet

Amazon Music – Table stakes.

Reply to this post           40m tracks and a search box does not a service make.  Amazon has plugged an obvious hole in its push to...

Google – Pilgrim’s progress.

Reply to this post           Google advances further towards full control of Android. It appears that mobile operators ranging the Pixel and Pixel XL will not...

Yahoo – Irrelevant pandemonium.

Reply to this post           The mess of the Verizon sale is almost irrelevant when valuing Yahoo. It is becoming clear that Yahoo got such a...

Twitter – Exit strategy pt. II.

Reply to this post           If no one bids then there is much further to fall. Twitter has already lost 20% of its value as it’s...

Google – Brain distribution.

Reply to this post           Devices are merely the vessels for distribution of Google’s brains.  Google launched a range of devices that solve some of its...

Facebook – Yard sale.

Reply to this post           Something new needed to make this work.  Facebook has decided to have another go at classifieds but the fact that it...

Twitter – Exit strategy.

Reply to this post           Bid frenzy offers a great exit point.  Without big success in media consumption, Twitter offers very poor value to potential acquirers...

AI Partnership – Fluff and stuff

Reply to this post           How society will benefit is very unclear.    The ecosystem leaders have announced an artificial intelligence (AI) partnership aimed at benefiting...

Snap (chat) – Spectacular experiment.

Reply to this post           Snap’s new product is a mere toe in the water.  Snapchat (now rebranded Snap) has launched spectacles that work in a...

Verizon / Yahoo – Irrelevant challenge.

Reply to this post           With Verizon, Yahoo likely to become irrelevant.  Verizon is embarking on building an ecosystem but second rate assets are unlikely to...