MWC 2023 Day 2 – Always frowning
Floor report – No smiles here. The buzz on the floor is back but the halls of power seem to be filled with doom and...
MWC 2023 Day 1 – Back in business
Floor report – China returns Mobile World Congress 2023 is finally pretty much back where we left it in 2019 and, although footfall and exhibitors...
MWC 2023 Day 0 – Party pooper
Ericsson – Blowing sentiment Mobile World Congress 2023 is about to start, but Ericsson has gotten things off to a bad start with a further...
Lucid Q4 22 & Alibaba FQ3 23 – Rough ride
Lucid Q4 2022 – Cash conservation. Lucid has moved into cash conservation mode as it is clearly concerned about demand and cash burn but ironically,...
Artificial Intelligence – Here comes Skynet pt. II.
The machines are not coming. The idea that the world might not be far from “potentially scary” AI is as absurd now as it was...
Artificial Intelligence – Still no Scroogled.
Microsoft lobotomizes Sydney. Rather than take a risk on challenging Google in search, Microsoft has chosen to lobotomize Sydney effectively reducing it to another version...
Digital Ecosystems – Privacy as a product
Subscription is unlikely to do very much for anyone. In response to slower growth and Apple’s depredations upon data collection, the digital ecosystems are experimenting...
Artificial Intelligence – Arms race of stupid pt. II
Sydney behaves like a sociopath and will make a horrible business. Underneath the hype is a growing thread of incidents that point to a singular...
Tech in 2023 – Tale of 3 cities.
Three segments. Three stories. Shopify and Cisco reported wildly differing results which combined with economic stimulus sets up 3 divergent themes for the technology sector...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
MWC 2023 Day 3 – Fair nightmare