Apple Automotive – Tinker, tailor, soldier, car? pt. V.
A vehicle still makes no sense at all. Apple is reportedly delaying the launch of its vehicle until 2026 and autonomy until later but I...
VW – Backward dance
Cariad and autonomy likely to be downsized and delayed VW is preparing to re-organise its software and autonomous driving strategy which will see substantial delays...
Gone snorkelling – Back December 5th
RFM has gone snorkelling in the Musandam to celebrate the UAE’s 51st birthday and will return on December 5th.
Artificial Intelligence – The jigsaw game.
Combining disciplines is the way forward. The success of Meta’s Diplomacy algorithm is further evidence that the way to begin addressing the more difficult problems...
Crypto – Deep Freeze.
Spring will come eventually. The bankruptcy of BlockFi adds another layer to the wreckage deepening the crypto winter, but there are real use cases for...
Huawei & ZTE – No substance.
The latest ban is all noise and no substance. The USA has banned the sale of all electronics from Huawei and ZTE into the USA...
Activision / Microsoft – Buyer’s remorse.
FTC may end up doing Microsoft a favour. If Microsoft had delayed its bid for Activision, it probably would have been able to get it...
Automotive services – Backward business
Users are not going to subscribe to hardware. RFM has long predicted that automotive digital services are the solution to the problem of lower vehicle...
Zoom – Circle of life
Consumer is in trouble. Zoom reported results that show that the pandemic boom is well and truly over and while the valuation has returned to...
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.
USA vs. China – Digital iron curtain