Its an imperative, not an option

Investors have piled onto Meta and Zuck for spending recklessly. While it could have been timed better, I think a lot of it is an imperative, not an option…

Its not tech anymore, its TV

SVoD services, initially branded as Tech are increasingly starting to look more like media companies. Its not tech anymore, more like tech enabled TV…

Value. Unlocked

Its been hard out there for the global telecoms industry. But if you cannot create and capture enough value anymore, you might as well try and unlock it…

Playing different games

What worked in the past does not seem to working anymore. This is the end of free money…

Its different but still the same (I)

A lot has happened in the past month. Part I of some of my thoughts regarding recent events in the world and in the markets…
It is different, but still the same.