Browsing Category

Internet of Things

  • Home
  • Internet of Things

Arm – Balancing Act

Arm will need a major charm offensive. It turns out that Arm may be looking to make its own chips after all in a move that needs to be carefully...

CES 2025 Day 1 – Peaceful progress

Generative AI is not yet ready for the consumer Prototype to product The halls are busy and the queues are long but what is different in 2025 is the change...

Apple – Bottom of the Barrel.

Apple looks like it has run out of ideas. It looks like growth is becoming a real problem at Apple as it is considering entering segments where its competitors have...

Ouster Q3 23 – The corner.

Turns the corner but no one is listening. Ouster reported good results and strongly signalled that it has turned the corner, but the uninhabited conference call gave a strong impression...

SoftBank & Arm – All the stops pt. II

More like Qualcomm than Nvidia.  SoftBank has made public the F-1 for the IPO or Arm which is a fair appraisal of the company, but it does not read like...

SoftBank & Arm – All the stops.

SoftBank leaves no stone unturned in the hunt for $64bn.  The latest transaction between SoftBank and Vision Fund I is an attempt to put a market value down for a...

GM – The Fourth Estate

GM’s biggest problem is the media. GMs decision to end support for Apple CarPlay and Android Auto has sparked a negative reaction from the Apple-loving technology press that seems to...

Ouster – Dire Straits.

Money for nothing and company for free. Falling long-term estimates and substantial dilution have materially damaged the long-term outlook for the share price but the shares have fallen so much...

Smart Home – A Matter of detail.

Matter only goes so far. The new Matter standard has the potential to end the fragmentation and incompatibility of the smart home but even with all of the big digital...

Health Wearables – Grail delay

The Holy Grail of blood pressure is delayed.  It looks as if Apple is delaying its plans to include blood pressure monitoring in the Apple Watch for two or three...