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Coinbase will likely survive a crypto meltdown
The current scare surrounding Coinbase is entirely valid in terms of proper risk disclosure, but the company is very unlikely to go bust. Read more…
Articles by Richard Windsor
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The market is losing confidence in narrative-driven tech stocks
For narrative-driven stocks that flew to the moon on borrowed wings, even a small miss on revenues can unravel the confidence of the market. Read more…
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Lyft is floundering as Uber thrives. The difference? It’s all about scale
Lyft and Uber had wildly different quarters revenue-wise. The reason is simple: in this business, size (and scale) really does matter. Read more…
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Twitter’s poison pill is a pile of lawsuits waiting to happen
Twitter’s poison pill to block a take-over by Elon Musk is arguably a breach of fiduciary duty that could lead to multiple lawsuits. Read more…
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The enterprise is where the metaverse opportunity lies
Most of the limitations that will prevent the consumer metaverse from taking off any time soon are less relevant in the enterprise space. Read more…
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TikTok is eating Meta’s lunch, and the metaverse is too distant to help
Meta’s failure to repel TikTok is a rare example of a Chinese company using tech to take market share from a giant US digital ecosystem. Read more…
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Nvidia is cementing its lead as picks-and-shovels king of the metaverse
Nvidia is enhancing its claim to be the picks and shovels of the metaverse and AI with the launch of its next-generation chips and services. Read more…
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Are we seeing a selective reprieve for Chinese technology?
China has moved to end the uncertainty that has been plaguing its technology sector with a statement that appears to be selective. Read more…
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Didi is the latest firm being crushed by Chinese and US regulators
The Chinese technology sector is being crushed by both US and Chinese regulators, which may leave some – like Didi – with nowhere to go. Read more…
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MWC 2022 has arrived and the star of the show is definitely not 5G
MWC 2022 will be a test of how much damage virtual events have done to in-person events. Meanwhile, 5G is the most boring story of the show. Read more…
