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Eco-systems

CES Day 1 – Hot, cool & mad.

Byton – Still needs to address the elephant. Byton didn’t have new cars but it had plenty of new partners, a production-ready vehicle and some progress on its digital offering....

CES Day 0 – Where the buzz isn’t.

CES 2020 gets in tune with reality. CES 2020 is unlikely to go down as a vintage year of excitement meaning that half the story is going to about where...

PCH over IP – No fudge please.

Project Connected Home over IP needs to avoid the fudge of compromise. Making all connected devices compatible is an excellent idea but this is going to be very difficult to...

Baidu & Samsung – Made in Korea 2020.

China has a lot of ground to make up. Semiconductors and AI are at the heart of China’s desire to become self sufficient in technology, but this is going to...

TikTok – Circumnavigation.

ByteDance expands its presence overseas. TikTok is moving to ensure that it dominates Digital Life segments both inside and outside of China which will make it unique as its peers...

Digital Automotive – Baby steps.

BMW takes another baby step. Not only is Car Play now free but BMW will now also add Android Auto to its vehicles from 2020 in a move that clearly...

Magic Leap – Expectations management.

Reality hits the dream seller. As I expected, it turns out that augmented reality (AR) for the consumer is light years away from where it needs to be meaning that...

Softbank & Wag Labs – Dog’s dinner.

No more chasing Alibaba Wag Labs Inc. is another write-down in waiting for Softbank which combined with the WeWork meltdown will see it normalise its investment process and stop spraying...

Tesla – Subscription blues

Tesla does not need to acquire users. While Tesla might just get away with charging for data and services, I think that the rest of the industry will have to...

BMW – Heaven and earth.

Dare I hope that BMW is beginning to see the light? BMW’s move to make access to CarPlay free in its vehicles gives me a little confidence that BMW is...