Aurora – Shirtless in Mountain View pt. I
A look at the Aurora SPAC in two parts The autonomous trucking company is going public at $11bn with mediocre technology and a financial plan...
Tencent vs. China – The authoritarian moment pt. II.
Tencent’s treatment will help predict what happens to everyone else. Of the two possible motivations that lie behind the increasing regulatory clampdown on the Chinese...
Netflix – The ecosystem game.
Netflix goes for gaming. Netflix’s move into gaming looks to be more about increasing loyalty to keep competition at bay as opposed to another way...
VW – New Auto.
New Auto raises new issues. VW has outlined how it plans to transform from a petrol-powered box shifter into a vendor of software and services,...
Didi – Blood in the water.
Sharks gather to capitalise on Didi’s woes. The brutal suspension of Didi’s app has left the door wide open for all of Didi’s previously crushed...
FAANG – The real adpocalyspe.
Apple is pushing spending away from mobile. Unsurprisingly, iOS users are opting not to be tracked which has led to an exodus of marketing money...
Microsoft & ATT – Packet pushers.
AT&T admits that it can’t compete. By selling its Network Cloud platform to Microsoft and moving all of its 5G core over to Azure, ATT...
Digital Ecosystems – Not so skewed.
Facebook sponsored report is very misleading. Comscore’s latest study seems to indicate just how dominant Apple and Google are on their own platforms but I...
Samsung Q3 21 – Supercycle.
Samsung sets the tone for the supercycle. Samsung’s strong results herald a super cycle in semiconductors that will look fantastic on the way up but...
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.
Aurora – Shirtless in Mountain View pt. II