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Internet

Didi – Blood in the water.

Sharks gather to capitalise on Didi’s woes. The brutal suspension of Didi’s app has left the door wide open for all of Didi’s previously crushed rivals to emerge and have...

Microsoft & ATT – Packet pushers.

AT&T admits that it can’t compete. By selling its Network Cloud platform to Microsoft and moving all of its 5G core over to Azure, ATT is admitting that it cannot...

Digital Ecosystems – Not so skewed.

Facebook sponsored report is very misleading.  Comscore’s latest study seems to indicate just how dominant Apple and Google are on their own platforms but I think this is very misleading...

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...

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...

ByteDance – Fundamental break.

ByteDance’s business model has a fundamental problem. ByteDance had its best year ever last year in terms of revenue, but because it employs over a 100,000 people, it is still...

Waymo – All guns blazing

Waymo is racing to market. Waymo has raised more money clearly indicating that Waymo’s technological edge has been eroded as the data suggests and that it is now a straight...