Opportunity or threat? Stripe has raised $600m at an eye-watering valuation of $95bn in a funding round that appears to have no purpose other than to provide a base from...
Long term prospects but wait for a dip. Roblox has the potential to morph into something far more interesting than it is today, but a large cash flow crunch when...
EV mania creates an issue for electricity generation. While everyone is getting very excited about the electrification of transportation, no one is worrying where the power is going to come...
A study that misses half the issue Waymo has released a study that extols the ability of autonomous driving to prevent fatalities on the road but as often with these...
China doubles down on semiconductor unreality. While there is no doubt that China is in a better economic condition than most of its rivals its plan for self-reliance in semiconductors...
D-Wave makes a real(ish) world demonstration. D-Wave has demonstrated that its quantum computer can solve a “real-world” problem and in the process found that it completed the task somewhere between...
Mapbox reshuffles to go for automotive. Mapbox has moved into a new phase of its development by moving its founder and CEO into the role of chairman and chief strategy...
Huawei finally hits the wall. After nearly 2 years of ducking and diving combined with superlative execution on the part of Huawei’s management, its dependence on US technology has finally...
Zoom is growing on the back of a declining asset. Zoom reported another great set of results but its success and the ability of its customers to manage through the...
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.
Facebook – The Wizard of OZ pt. II
I am not convinced that Facebook is paying anything. Facebook has struck a 3 year deal with News Corp (see here) to “pay” for the Australian news that hosts on...