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Ant Group – Whoops apocalypse.

Jack Ma has made someone very cross. The Chinese regulator has forced both the Shanghai Stock Exchange and the Hong Kong Stock Exchange to suspend the Ant Financial IPO at...

Tesla – Sleight of hand.

Tesla is still bad at autonomous driving. Tesla’s latest pronouncement on the performance of Autopilot suggests that Autopilot is safer than humans, but the reality remains that Tesla is very...

Big Tech Q3 2020 – Pandemic powered.

Big tech is being driven by deficit spending. Big Tech continued to benefit from the huge increases in government spending during Q3 2020 but the fact that bail-outs can’t go...

Facebook Gaming – Apple picking.

Facebook gaming lays bare another dispute with Apple. Facebook has launched its gaming service and by going last it is avoiding the blunders of its rival Google, but Facebook fell...

Quibi – Reality prevails.

$1.4bn goes up in smoke. Quibi has bowed to the inevitable and decided to close its doors which should serve as a warning to investors who seem willing to pour...

Google vs. DOJ – Scroogled!

Now its Google’s turn. Its Google’s turn to be on the end of a lawsuit brought by the US Department of Justice alleging abusive monopolistic practices that harm competitors and...

Zoom – Great company, terrible stock.

Zoom goes from app to platform. Zoom is moving to offer more functionality on its service with the aim of becoming a platform and maintaining and growing the huge user...

Disney – All in.

Disney goes all-in on streaming as it should. The pandemic and the success of Netflix have pushed Disney to reorganise its entertainment division resulting in it going all-in on streaming....

Amazon Games – Game off!

I think Amazon wants to be the tools, not the talent. Amazon is ceasing development of one of its in-house games and delaying another following a disastrous launch but I...

FAAG – The game of monopoly

Facebook, Apple, Amazon and Google will have to fight for their businesses. The US Congress has issued a damning report that accuses Apple, Google, Facebook and Amazon of abusing their...