Palantir takes unfair treatment of shareholders to a new level. Palantir’s S-1 and recent revisions reveal a voting structure that overwhelmingly favours its founders, ensuring that public investors are at...
Google sticks its oar in. Google’s move to tighten up on who can dodge its app store commission goes hand in hand with a more open environment on Android for...
SMIC has a way out. The US Department of Commerce is going after SMIC’s alleged connections to the Chinese military rather than placing it directly on the entity list, potentially...
Amazon stretches its lead. Amazon has launched some radical redesigns and ideas once again demonstrating how experimental Amazon is prepared to be when it comes to looking for what works...
Lack of fluff underpins credibility. The lack of fluff and hyperbole on display gave Tesla much better credibility that the advances it announced in its battery technology are real and...
Quibi signals that peak mania is close. The fact that Quibi can credibly entertain the prospect of raising more money, selling itself or going public is a sign that there...
The margin by which this deal is approved is wafer-thin. The fact that Oracle will have access to TikTok’s algorithms and source code greatly increases the chances of the deal...
Mid-market makes sense for services. Behind the funky new watch features and the new, more expensive iPad Air are cheaper versions which are clearly aimed at keeping shipments going through...
YouTube joins the kettle of vultures. YouTube, Riposo, Facebook et al show just how easy it is to replicate the TikTok experience in India which should send a shiver down...
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.
Google hardware – Pixelated
New devices do not address the overwhelming issue. Google’s new devices keep pace with the specification of its competitors and beat them when it came to software and AI performance...