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Eco-systems

USA vs. China – The authoritarian moment.

China shoots itself in the foot.   China is moving to punish Chinese companies that are listed overseas or have large foreign shareholders in a damaging move that will ultimately...

Autonomous Autos – The heavy hand.

NHTSA takes aim at Tesla. The NHTSA (US vehicle safety authority) has ordered that all crashes that involve vehicles that are equipped with Level 2 and above autonomous driving systems...

Microsoft – Break with history?

Microsoft tries to break with its relentless history. Microsoft is attempting to break with a new version of Windows that delivers a new look and feel as well Android apps...

Facebook – Saved by the model

The government needs to do better. The dismissal of the two anti-trust cases against Facebook is not the end of the story as the US government lost for no other...

MWC 2021 Days 0-4 – Missing in action.

All eyes turn to CES 2022. Mobile World Congress (MWC) is in full swing but a dearth of news flow and footfall at the event reveals that MWC is a...

Arm & NVIDIA – The unthinkable pt. VII.

NVIDIA wins major support. NVIDIA got a big boost for its acquisition of Arm with MediaTek, Broadcom & Marvell all publicly supporting the deal which I think greatly reduces the...

USA vs. China – The unproductive edges.

The first battle is lost but the war has just begun. China is having a very hard time in its struggle to become technologically independent but in the long run,...

Tencent & Fintech – Hot collar.

Tencent is the acid test of CCP intent. While Alibaba, Ant Group, Meituan, and so on have all felt the wrath of the regulator (i.e. the CCP), Tencent has so...

Arm vs. RISC-V – Heel nipping

RISC-V wins blue-chip backing. In announcing some higher-end RISC-V-based processors and winning support from Intel, SiFive has improved the credibility of RISC-V when it comes to challenging Arm in more...

Facebook VR – Wii the second.

Oculus should not need advertisements The rapid push back against the idea of advertisements in VR is a clear signal that this monetisation model will not work in this instance...