Neither option is very appealing. Uber is laying off anther 435 people as it struggles with the pressure to make money but at the same time making money will kill...
Alexa’s access to the vehicle is strictly limited. Amazon has grand plans for the vehicle but until it can convince OEMs of its benign intentions, Alexa will be a simple...
No telling when frantic spending can stop. Peloton is to fitness what Lyft and Uber are to taxis. All have reinvented an industry and have reached scale, but appear...
Lyft and Uber are becoming taxi companies. Lyft reported what was received as good Q2 19 results, but I really don’t see much progress as the company is currently...
A test of ByteDance’s AI. By moving into search, ByteDance is throwing down the gauntlet to Baidu where the contest will be decided by the quality of the algorithms that...
The notion that Android can be privacy-focused is absurd Google promised that Android would become more privacy-friendly in its latest release, but the notion that it will ever be as...
Alphabet Q2 19 Cloud and Pixel lift Alphabet over the bar Alphabet reported strong Q2 19 results as Google Cloud and the Pixel 3a put the icing on a steady...
Tesla Q2 19 Record shipments and more losses spells trouble. Tesla’s fundamental inability to make money by selling cars came back to haunt it again which combined with flaws in...
Signs of the rebellion are gathering pace. The rebellion against the current status quo in-app distribution is growing and it is Apple that may find itself with the trickiest problem...
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.
Peloton – Race to the bottom.
Peloton effectively admits it has no IP. If Peloton has to resort to a dubious lawsuit to keep competition at bay, I think it is a tacit admission that it...