Alibaba – Offline grab pt. II
Reply to this post Alibaba adds an offline vertical and cleans house Alibaba is yet again increasing its assault on...
Google & Microsoft – Worlds apart
Reply to this post Google and Microsoft go their separate ways. With every quarter that passes, Google and Microsoft move...
Didi & OEMs– Bikes to cars
Reply to this post Data will be the key to differentiation. If Didi does to automobiles what it has done...
Snap Q4 17 – Free parking
Reply to this post Snap’s problems parked for 9 months. Snap has finally managed to reap the benefits of its...
Autonomous Autos – Dark horses.
Reply to this post Waymo’s lead shrinks to 5 to 1. Analysis of autonomous testing data submitted to the California...
Corporate governance – Caveat emptor.
Reply to this post HKSE sells out investors. In a bid not to repeat the ignominious loss of the Alibaba...
Apple & Amazon – Mixed bag.
Reply to this post Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results...
Microsoft & Facebook – 2 good runs.
Reply to this post 2 good runs could come to an end in 2018. Microsoft FQ2 18. Microsoft reported good...
Digital Assistants – Dissociative identity