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Internet

Rivian – The contortionist pt. II.

Rivian is not a growth company. It is a start-up.   It looks like Rivian has a great product on its hands which combined with its relationship with Amazon puts...

ByteDance – Billion user club.

ByteDance joins the giants. TikTok the short video service owned by ByteDance has announced that it has over 1bn users making it unique as the only Chinese company that has...

GM Ultifi – Out of GAS.

GM appears to go it alone. GM has announced a new end-to-end platform that aims to provide everything from systems management to infotainment, in what can only be a big...

Amazon – Surveillance state.

Amazon experiments with privacy. Amazon released a series of products and services in what looks like an experiment to see how much privacy users are willing to surrender in return...

Facebook – The early edge.

In the metaverse, Facebook has a head start. The release of an app by Netflix for the Oculus Quest will go almost unnoticed but it is highly significant because Netflix...

Didi – Desperate times.

Didi is in desperate peril. Didi Global CEO and founder Jean Liu is hoping that making an exit is going to save her company, but all of the evidence points...

Cable TV – Sword of Damocles pt. X.

The sword is falling fast One look at the nomination and award list for the prestigious Emmy Awards demonstrates that the streaming services are now fully in the driving seat...

Chinese Ecosystems – Metcalfe’s benefit

A move that might actually benefit China. The forced opening up of the Chinese digital ecosystems forces the incompatible systems to work together which will make the overall opportunity for...

Didi – Blood in the water pt. II

Half of Didi’s opportunity has already been lost. Didi appears to have lost 30% of its user base (and 50% of its opportunity) since the crackdown on its business which...

Tencent – The hammer pt. II

There is much worse ahead. Although the real regulatory hammer has yet to fall on Tencent, it is being hit far harder than I expected in other areas meaning that...