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RFM 2018 – Top 5 at CES.

Reply to this post           RFM’s top 5 issues likely to prevail at CES and 2018. Artificial Intelligence I expect Artificial Intelligence to get top billing...

Google & Amazon – Second blood.

Reply to this post           Second blood goes to Google. Google has scored a badly needed win over Amazon as Amazon has said it will start...

Apple – Super cycle blues.

Reply to this post           Early data indicates that there is no super cycle While it is too early to say for sure, the initial data...

Faraday Future – First to fall.

Reply to this post           FF looks certain to fail. It won’t be the last. The saga of Faraday Future may soon draw to a close,...

Broadcast TV – Sword of Damocles pt. IV.

Reply to this post           Cable TV looks finished while OTA has another chance. The nominations of the Golden Globes have revealed further gains for the...

Apple vs. Spotify – Duck lines

Reply to this post           Two lines of ducks are forming. With a new alliance between Spotify and Tencent and the acquisition of Shazam by Apple,...

Qualcomm & Microsoft – Dream with caveats.

Reply to this post           Some space left for this proposition Windows on ARM is back for another crack at the PC market and while I can...

Artificial Intelligence – Zero to hero.

Reply to this post           DeepMind AlphaZero is smarter with 1000x less effort. DeepMind has taken another step forward in the quest for machine intelligence with...

Google & Amazon – Battle for the smart home pt. V.

Reply to this post           Google has a chance to displace Amazon. I don’t think Google will go out of its way to patch things up...

Xiaomi – Market timing

Reply to this post           Xiaomi considers a big equity event just as growth peaks again. Xiaomi’s genius for timing is confirmed as talk of an...