Deep Mind puts a branch of science out of business. Deep Mind has crossed a milestone with the demonstration that its ability to predict protein structure is as good as...
Uber’s autonomous driving technology finally goes in the bin. Aurora signals the end of the road for Uber’s woeful autonomous offering in a deal where I think ATG investors should...
And so the next big race begins. A group of Chinese scientists is claiming to have reached quantum supremacy which while it means very little in practical realities at the...
The UK hardens its stance still further. A new bill passing through the UK parliament that bans the installation of Huawei equipment from September 2021 has caused some consternation but...
Salesforce picks off a weaker player. Salesforce is paying $45.52 per share (at Salesforce’s December 1st close) to acquire Slack, in a move that values the company just 18% above...
Great results but uncertain outlook. Zoom produced excellent Q3 2021 results but the burden of free users has finally hit profitability which together with an admission of slowing growth calls...
Libra has been neutered by its opponents. Libra is expected to finally launch early in 2021 but Facebook is having to make so many concessions to the forces that are...
The smartphone market is the elephant in the room. India has continued to express its unhappiness with China in a dispute which could end up hurting Chinese companies a lot...
Honor is unlikely to escape. The last 18months have seen a game of cat and mouse between the US Department of Commerce and Huawei but this is quickly coming to...
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 – Microsoft on steroids.
The consequences could be serious indeed. If the FTC wins its case and forces Facebook to be broken up, the consequences for Facebook will be far more serious than the...