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Facebook Q4 18 – No-one cares.

Facebook users & clients don’t seem to care about its’ issues. Facebook reported good Q4 18 results confirming that its users and its clients do not seem to care about...

Google Automotive – Wobbly wheels

Android Automotive is far from a foregone conclusion. Google clearly still thinks of vehicles as nothing more than handsets on wheels which I think is the reason why products that were...

Facebook – The obvious move

Integration benefit overshadowed by AI. After a long 4½ year wait, Facebook is finally integrating its Digital Life services that will enable it to meaningfully improve the service that offers...

Google vs. Amazon – Battle for the smart home pt . XIII

Google increasingly at risk of losing. Walmart has abandoned Google Express dealing what is likely to be a fatal blow to Google’s attempt to challenge Amazon in the one place...

Sharing economy – China bloodbath.

Didi in pole position but should not rush to IPO. The Mobike brand is about to disappear in yet another sign that while the sharing economy offers great deals to...

Network economy – Unicorns and Donkeys Pt. VI

2019 will be the year of the shake-out. With a darker economic picture and shrinking access to capital, 2019 is shaping up to be a year where the donkeys (see...

Facebook – The foot vote.

Facebook must entice users not to disengage. Facebook’s future is going to be determined by whether users uncomfortable with being tracked disengage from using Facebook services. So far, the data...

Microsoft Cortana – Dead or alive.

Cortana offers more dead than alive. With usage at rock bottom and its Cortana leader resigned, Microsoft is clearly distancing itself and its products from the hapless Cortana which now...

Wearables – Fossil fuel.

Wearables to remain fossilised. Google has purchased the right to use and disseminate core IP from Fossil for $40m (stoking rumours of a Pixel Watch) but I can’t see anything...

ByteDance – Staying private

ByteDance signals the Chinese IPO window may be closing. On top of its star service being hit with draconian regulations (see here) which will damage long-term prospects, the Chinese economy...