Metaverse will not save Meta from TikTok. There are signs that Meta’s push back against TikTok is flagging in a rare example of where a Chinese company is using technology...
Moving to subscription is going to hurt. Peloton is starting to move towards the subscription-based business that it always had to become but the legacy of hardware is hard to...
The regulatory pendulum swings back to the middle. Beijing has made a significant concession that implies that now that it has the private sector is firmly in its grip, the...
Huawei puts a brave face on it. Huawei reported 2021 FY results that highlighted just how badly the company has been hit by US sanctions despite an effort to dress...
All change at games? There has been chatter for some time that Amazon’s new CEO will put his stamp upon the company by cutting back on some of its stranger...
Tencent cheers its own demise. Tencent reported disappointing results in which it cheered the crackdown which has caused it so many problems and also declined to buy back any shares...
Nvidia builds barriers to entry. Nvidia is enhancing its claim to be the picks and shovels of the Metaverse and AI with the launch of its next-generation chips and services,...
Alibaba moves to support the recovery. Alibaba has increased its share buyback in a move that should help put a bottom under the recent rout, while Tencent is likely to...
The Metaverse – Enterprise first
Enterprise Metaverse is now. Almost all of the limitations that are going to prevent the Metaverse from taking off any time soon are much less relevant in the enterprise meaning...