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13 December 2017

Broadcast TV - Sword of Damocles pt. IV

Cable TV looks finished while OTA has another chance

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11 December 2017

Qualcomm & Microsoft – Dream with caveats.

Some space left for this proposition

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7 December 2017

Google & Amazon – Battle for the smart home

We don’t think Google will go out of its way to patch things up with Amazon as having YouTube absent from Amazon devices could disincentivise users from going with Echo products giving Google Home a badly needed boost. Google and Amazon have been sparring for several months but the move by Google to pull YouTube off Amazon ecosystem devices may bring this issue to a head.

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6 December 2017

Xiaomi – Market timing

Xiaomi considers a market event just as growth peaks again

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5 December 2017

Google - Brain game pt. II

Google remains out front in AI but Baidu most interesting.

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4 December 2017

Digital Sensors - Heart of the matter

Apple is creeping up on the medical devices industry

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