Browsing Category

Market Commentary

  • Home
  • Market Commentary

Uber – Dominoes.

Reply to this post           Another international market falls. This time the market Uber has ceded to local rivals has double the population of USA meaning...

Facebook – Inconvenient truth.

Reply to this post           People haven’t realised they are the product. A large part of the outrage stemming from Facebook’s (and everyone else’s) apparent lack...

Broadcast TV – Sword of Damocles pt. V.

Reply to this post           5G could be an extinction level event for cable TV. The latest surveys are suggesting that fast internet is one of...

Autonomous Autos – Far, far away.

Reply to this post           Fatality most likely a result of weak AI. Despite that it looks very much like Uber’s vehicle was not at fault...

Augmented Reality – Enterprise or bust.

Reply to this post           Consumer segment remains as elusive as ever. The travails of Avegant suggest that solving the field of view issue in AR...

Fitbit – Last gasp.

Reply to this post           Healthcare is its one and long shot. Fitbit now wants to be known as a health care company but in order...

Siri – Mortal sins

Reply to this post           Siri must fly to the cloud. Siri was the first digital assistant to hit the mainstream but Apple’s focus on privacy...

Sony – Horrible histories.

Reply to this post           Sony looks to be risk of another historic loss. Sony’s apparent refusal to allow multiplayer gaming between the PS4 and Xbox...

MoviePass – Ads or death.

Reply to this post           MoviePass has to track to survive. Unless MoviePass tracks its members and is able to monetise the data that they generate,...

Spotify – Straight record.

Reply to this post           Improvement masked by debt slip-up. Spotify will be going public in a somewhat unorthodox fashion next month, but the financial position...