Browsing Category

Internet

Airbnb – Irrational effervescence.

Asset sharing during a pandemic remains a bad idea. If Airbnb can go public at a level 66% higher than it raised money earlier this year, it is another clear...

Google hardware – Pixelated

New devices do not address the overwhelming issue. Google’s new devices keep pace with the specification of its competitors and beat them when it came to software and AI performance...

Epic vs. Apple (& Google) – A right Battle Royale pt IV.

Google sticks its oar in. Google’s move to tighten up on who can dodge its app store commission goes hand in hand with a more open environment on Android for...

USA vs. China – Semi chokehold pt. II.

SMIC has a way out. The US Department of Commerce is going after SMIC’s alleged connections to the Chinese military rather than placing it directly on the entity list, potentially...

Amazon – Rings and balls.

Amazon stretches its lead. Amazon has launched some radical redesigns and ideas once again demonstrating how experimental Amazon is prepared to be when it comes to looking for what works...

Quibi – Peak preposterousness.

Quibi signals that peak mania is close. The fact that Quibi can credibly entertain the prospect of raising more money, selling itself or going public is a sign that there...

Oracle & TikTok – Peak fudge pt II.

The margin by which this deal is approved is wafer-thin. The fact that Oracle will have access to TikTok’s algorithms and source code greatly increases the chances of the deal...

TikTok – Eat my shorts.

YouTube joins the kettle of vultures. YouTube, Riposo, Facebook et al show just how easy it is to replicate the TikTok experience in India which should send a shiver down...

Arm & NVIDIA – The unthinkable.

Another unthinkable event to add to 2020’s long list. For nearly 20 years I have strongly believed that Arm could not be acquired by another semiconductor company as Arm’s acceptance...

Oracle & TikTok – Peak fudge.

ByteDance is playing a dangerous game TikTok’s deal with Oracle may not satisfy the concerns of the US administration meaning that the service ends up being blocked presenting an open...