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Eco-systems

Faraday Future – Death throes

Chapter 11 or 7 is but months away A recent test drive of Faraday Future’s FF91 vehicle reveals that it is very far from being ready which combined with a...

Apple – Form over substance

Apple launches more of same. When the most exciting product launch is aimed at a tiny minority of the user base it becomes clear that Apple is struggling to find...

Digital Ecosystems – Hardware season

Very little to excite consumers. The autumn hardware launch season kicks off today with Apple followed by Google and Meta the main theme of which is going to be how...

Apple – Asking for suits

Digital advertising is not worth the risk. Apple is building up its advertising business which I think is very likely to attract a raft of lawsuits from the other digital...

USA vs. China – Semiconductor debate

Evolution means China will never catch up. The USA’s clampdown on AI silicon sales to China has reignited the debate as to whether China can become independent on semiconductors, but...

USA vs. China – Turn of the screw

USA increases pressure on China. Restrictions are being placed on the export of advanced AI chips for the data centre to China and Russia which will slow China’s strategy to...

Arm vs. Qualcomm – Trouble in paradise

RISC-V is the only beneficiary of civil war. Arm has launched a strange-looking lawsuit against Qualcomm that looks like an attempt to earn higher royalties from one of its biggest...

Snap – Macro maelstrom

Snap has further to fall. Snap is laying off 20% of its workforce in order to stem the negative cash flow in a sure sign that Snap thinks that this...

China vs USA – War of numbers

US delistings now very unlikely. The impasse over audit inspections by US regulators of US-listed Chinese companies seems to have been resolved in a clear sign that China has more...

Unity – Love triangle

Two is a company, three is a crowd. AppLovin, a marketing and monetisation toolkit for app developers has offered to acquire Unity in a deal that looks defensive as it...