Tencent
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Uber and Yandex; Grab Raises $2 Billion; Softbank, Ride-Sharing, and Capital
Uber has made a deal in Russia that, to the extent it approximates China, is a great idea. However, the company may soon be knocked out of Southeast Asia: capital is the ultimate aggregator.
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Apple-WeChat Follow-up, Windows 10 S and the Education Market
Apple was never in a position to respond to WeChat, just as Microsoft couldn’t respond to Google. Then, Chromebooks win in education for more reasons than cost.
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Microsoft, eBay, and Tencent Invest in Flipkart; The Indian E-Commerce Market; Lyft Raises $500 Million
Microsoft, eBay, and Tencent are investing in Flipkart: the opportunity is just too big to miss out on, even if Amazon looks ever stronger. It’s the same reason investors are putting more money into Lyft.
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A Word on Tesla, Follow-up: The Big Picture, Tencent Acquires Supercell
Tesla offering to buy Solar City is why corporate governance matters. Then, a follow-up to yesterday’s piece on TV and why there is something much bigger going on, and why Tencent bought Supercell
