Reply to this post Alibaba is very different to Amazon. I think Alibaba’s investment in Sun Art has nothing to do with Amazon’s strategy with...
Reply to this post Google’s AI already paying dividends Both Google and Facebook have a fake news problem but Google’s leadership in AI means that...
Reply to this post Mighty core business buys time. Tencent reported strong results driven mostly by its content offerings which gives the company time to...
Reply to this post At around $70bn, there should be plenty of sellers. Uber has approved a deal where SoftBank will lead a $1bn fund...
Reply to this post Tencent begins to build on Supercell. Following the most difficult set of results after its IPO, Snap has conveniently announced that...
Reply to this post Dreadful results reveal a company in disarray. Snap reported weak results that bear all the hallmarks of a small, weak player...
Reply to this post An unaffordable outage. Snap Inc’s Snapchat service suffered a 4 hour worldwide outage that enraged its users, greatly increasing the risk...
Reply to this post Humans are not the answer. Facebook reported strong results but gave disappointing guidance as its shortcomings in AI mean that non-productive...
Reply to this post A problem that humans can’t solve. There is a silver bullet to deal with the fake news issue, but the 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.
Uber vs. Lyft – Blood in the water
Reply to this post This is Lyft’s best chance to catch Uber. With yet another skeleton emerging to hinder Uber, Lyft is increasing its recent...