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KaiOS – The long arm of Google.

Google’s long arm extends into feature phones.   The hopes of handset makers and operators wishing to escape from Google’s clutches in emerging markets have been dealt a blow as...

Faraday Future – The wrong man.

Leadership unconnected with past is needed.   Faraday Future has secured a life line that ushers it back into the increasingly crowded electric vehicle start-up space, but I have concerns...

Ecosystem lite – Pledge of allegiance

KaiOS works better than Android at the lowest end.   Google is having another crack at social networking and an important part of its success could end up being dependent...

Meituan – New club member.

Reply to this post A better shot at the $100bn club. Meituan has filed for an IPO which, in my opinion, has much better fundamental reasons to justify a $100bn...

Facebook – Coffin nails

Reply to this post           Instagram hammers two more nails into Snap. Instagram has passed 1bn monthly active users (MaUs) which combined with the launch of...

IBM – Testing Turing

Reply to this post Removal of bias essential for commercialisation. IBM’s debating AI is not going to fool anyone, but it does represent a step forward from Jeopardy, reinforcing RFM’s...

Google – Shopaholic

Reply to this post           JD.com will help Google shopping a bit. Sinking $550m into JD.com is unlikely to do anything for Google’s fortunes (or lack...

Alibaba – Retail detail.

Reply to this post           Amazon: 480 – Alibaba 600,000+. Alibaba is already streets ahead of Amazon when it comes to total business transactions and its...

Autonomous Autos – The turkey vote

Reply to this post           Insurance industry has no choice but to resist. While the regulatory environment is moving towards an acceptance of autonomous vehicles far...

Sony – Free gift

Reply to this post           Sony is gifting Microsoft a big opportunity. Sony does not seem to have learned from the destruction of its personal music...