Facebook – Yard Sale
Something new needed to make this work.
Facebook has decided to have another go at classifieds but the fact that it is doing nothing new means that it is very unlikely to disrupt the current status quo in classifieds.
Read more...Twitter – Exit strategy.
Bid frenzy offers a great exit point.
Without big success in media consumption, Twitter offers very poor value to potential acquirers at $23 per share (EV $14bn) giving holders every excuse to get out.
Read more...AI Partnership – Fluff and stuff
The ecosystem leaders have announced an artificial intelligence (AI) partnership aimed at benefiting society but the fact these players are also fierce competitors will ensure that real trust and co-operation will be difficult to achieve.
Read more...BlackBerry – Cold Turkey
BlackBerry finally breaks its addiction to hardware. BlackBerry reported poor Q2 17A results, but the decision to stop internal handset development buoyed sentiment allowing the shares to rise 5%.
Read more...GoPro vs. DJI – Autonomous gambit
DJI is making a big gamble with the Mavic Pro. Hot on the heels of GoPro’s Karma launch, DJI has launched a similar drone but Edison see it taking a big risk by using autonomous features as a major selling point.
Read more...Car makers sharing data is the real story
HERE has begun its strategy to increasingly automate and improve transport but the most impressive feature so far is the fact that the 3 owners of HERE are sharing their data with each other. Far more data than has been historically available is being used to create four new services that should be deeper, richer and more useful than any that have gone before. These are:
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