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Huawei & Baidu – Bodies and time.

Reply to this post           I think Huawei would be better off doing a deal with Baidu.   It looks like Huawei has decided to build...

Facebook – Brainless video.

Reply to this post           Focusing on video first makes complete sense. I think that Facebook is making the right choice in targeting video first as...

Baidu – One trick pony?

Reply to this post           Baidu may be giving up on its ecosystem. There is little doubt that Baidu’s investments outside of its core search offering...

Magic Leap – Creations great but not small

Reply to this post           Technology is there but size is miles off. While I do believe that Magic Leap is capable of producing an augmented...

Twitter Q4 16 – No Trump card

Reply to this post           Trump card fails to win the trick. Despite becoming a major channel for the White House to communicate with voters, the...

Virtual Reality – Virtual standstill.

Reply to this post           VR seems only to be popular at trade shows. After a very disappointing 2016, Virtual Reality looks set to have another...

Facebook vs. Alphabet – Worlds apart

Reply to this post           Facebook and Alphabet are worlds apart when it comes to AI. While Google is pushing the boundaries of artificial intelligence forward,...

Xiaomi & Huawei – Different strokes

Reply to this post           Xiaomi and Huawei go in different directions. While commentators are absorbed with Apple’s (almost certainly temporary) No. 1 position in the...

GoPro vs. Shenzhen – Forlorn hope

Reply to this post           GoPro needs something special to fend off Shenzhen. GoPro released another set of awful results highlighting how much damage its failure...

Snap Inc. – Pain not gain

Reply to this post           I see only pain for investors paying $22.5 at the IPO. $20bn – $25bn is at least 32% too much to...