$1.4bn goes up in smoke. Quibi has bowed to the inevitable and decided to close its doors which should serve as a warning to investors who seem willing to pour...
Now its Google’s turn. Its Google’s turn to be on the end of a lawsuit brought by the US Department of Justice alleging abusive monopolistic practices that harm competitors and...
TSMC points to more strength in the cloud. TSMC reported excellent Q3 2020 results and guidance but refused to be drawn on how much of this was increasing inventory building...
Zoom goes from app to platform. Zoom is moving to offer more functionality on its service with the aim of becoming a platform and maintaining and growing the huge user...
Apple brings 5G properly to market. Apple has launched four new iPhones and a Homepod Mini in an event that aims to preserve margins, bring 5G to market while realising...
Disney goes all-in on streaming as it should. The pandemic and the success of Netflix have pushed Disney to reorganise its entertainment division resulting in it going all-in on streaming....
I think Amazon wants to be the tools, not the talent. Amazon is ceasing development of one of its in-house games and delaying another following a disastrous launch but I...
Looks like Uber’s autonomous unit is worth $0. Recent rumblings are confirming my long-held view that Uber’s autonomous driving effort is worthless which will incense the Japanese investors who invested...
Facebook, Apple, Amazon and Google will have to fight for their businesses. The US Congress has issued a damning report that accuses Apple, Google, Facebook and Amazon of abusing their...
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.
Autonomous autos – Faulty steering.
Removing the safety driver can lead to a misinterpretation of reality. Cruise has received permission to run its vehicles without safety drivers being present which may say more about the...