Amazon’s stealth play for Alexa – the car

Amazon’s stealth play for Alexa – the car

We at Tematica have shared our view that Amazon (AMZN)is the innovator to watch as it continues to disrupt exisitng business models. Amazon is not always successful as evidenced by its flopping in the smartphone market, but like any true innovator they keep working at it and sometimes that means outflanking a competitor where they […]

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Google embraces Safety & Security to challenge Amazon’s Alexa

Google embraces Safety & Security to challenge Amazon’s Alexa

The company formerly known as Google that goes by the name Alphabet is quietly expanding its hardware reach. First by scooping up certain HTC assets that helped develop Google’s Pixel smartphone, which we think is a back-door way of protecting its core search business as voice becomes a more dominant method of search. Second, Google […]

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China and India dominate mobile payments, not the U.S.

China and India dominate mobile payments, not the U.S.

Historically speaking, the adoption of new technology has been West to East, but when it comes to mobile payments the East is clearly leading the West. This has profound implications for potential winners in the push away from cash, checks and even debit and credit card swipes that is part of our Cashless Consumption investing […]

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Samsung focuses innovation efforts on the next industry to be disrupted – autos

Samsung focuses innovation efforts on the next industry to be disrupted – autos

  With innovation stalling, at least for now, in the smartphone market, we see companies shifting their R&D investments in technologies that are poised to disrupt other markets. One of those receiving the most attention these days is the automotive industry. While the guts of cars and trucks have become littered with chips and sensors, […]

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Facebook’s Content is King effort Watch goes live… will you watch it? 

Facebook’s Content is King effort Watch goes live… will you watch it? 

  We’ve seen a number of companies, like Netflix (NFLX) and Amazon (AMZN) look to position themselves within our Content is King investing theme. It’s a smart strategy as that proprietary content is a competitive moat that helps reduce customer churn. With Watch, Facebook (FB) is looking to push into streaming video and vie with Alphabet’s […]

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Don’t get giddy as self-driving cars go for a vote next week

Don’t get giddy as self-driving cars go for a vote next week

Over the years, we’ve seen the positive as well as the negative impact of regulatory mandates. Given our Aging of the Population theme, we suspect there is growing demand to be had for the Disruptive Technology that is self-driving cars. We also see the technology changing retail and grocery as well. While some may get […]

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Tencent set to Stream 2017, 2018 and 2019 NFL games in China

Tencent set to Stream 2017, 2018 and 2019 NFL games in China

We’re not only seeing a blurring of our Content is King and Connected Society investing themes here in the U.S., we’re seeing in China as well in a deal between Tencent and the NFL. Live news and sports were two of the holdouts in streaming content, but with Google (GOOGL) adding streaming news to YouTube; […]

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Native apps are taking advertising share from the mobile web in Asia-Pacific 

Native apps are taking advertising share from the mobile web in Asia-Pacific 

Here at Tematica, we are watching the changing landscape when it comes to advertising dollars. We’ve witnessed the shift from analog advertising at newspapers to Internet-focused advertising and we are now seeing another shift emerge.  For many, especially outside the US, the smartphone is the first device on which they access the internet. A report by comScore […]

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