Tencent

Uber and Yandex; Grab Raises $2 Billion; Softbank, Ride-Sharing, and Capital

Monday, July 24, 2017

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.

Apple-WeChat Follow-up, Windows 10 S and the Education Market

Thursday, May 4, 2017

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.

Apple’s China Problem

Wednesday, May 3, 2017

Apple had mixed earnings: most of the world was great, but China was bad again. The reason is that in China WeChat matters more than iOS.

The New York Times Versus Uber, Uber Versus Apple, Apple Versus Tencent

Monday, April 24, 2017

The New York Times has a story about Uber and Apple that had a fundamental flaw and lacked context; then, Apple won this round against Tencent, but this is a battle to watch

Microsoft, eBay, and Tencent Invest in Flipkart; The Indian E-Commerce Market; Lyft Raises $500 Million

Tuesday, April 11, 2017

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.

Is AWS a Commodity?, Chat App Updates: WeChat, Facebook, and Google

Thursday, September 22, 2016

The conventional wisdom is that AWS is a commodity, but that only makes sense in the context of the old world. Then, Google tries to catch up to Facebook which tries to catch up to WeChat which is leaping ahead.

A Word on Tesla, Follow-up: The Big Picture, Tencent Acquires Supercell

Wednesday, June 22, 2016

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

Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016

Thursday, June 2, 2016

An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.

Snapchat Follow-up; WeChat, Facebook Messenger, and iMessage; Microsoft’s Bot Parade

Thursday, March 31, 2016

Some follow-up on Snapchat, where it fits alongside Facebook Messenger and iMessage, then a discussion of where all the “bot” talk is coming from. Then, Microsoft jumped all in on bots: what does it mean, and what should they do next.

Slack Follow-up, The WeChat Platform, Uber and Facebook Messenger

Thursday, December 17, 2015

More on Slack’s platform opportunity, which can be compared to what WeChat has already accomplished in China. That said, the fact way that China is truly mobile-first means that it’s likely that no one — including Facebook Messenger — will fully imitate WeChat’s model.

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Apple-WeChat Follow-up, Windows 10 S and the Education Market

A Word on Tesla, Follow-up: The Big Picture, Tencent Acquires Supercell

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips