Facebook – The Wizard of OZ pt. II
I am not convinced that Facebook is paying anything. Facebook has struck a 3 year deal with News Corp (see here) to “pay” for the...
Stripe – Valuation dressing
Opportunity or threat? Stripe has raised $600m at an eye-watering valuation of $95bn in a funding round that appears to have no purpose other than...
Android Automotive – Greek gift pt V.
Better late than never. Despite endless delays, Android Automotive is finally getting some mass-market traction as it is confirmed for the 2022 Volvo XC60 which...
Roblox – Cash flow mirage
Long term prospects but wait for a dip. Roblox has the potential to morph into something far more interesting than it is today, but a...
Electric vehicles – The power problem
EV mania creates an issue for electricity generation. While everyone is getting very excited about the electrification of transportation, no one is worrying where the...
Waymo – Puff research.
A study that misses half the issue Waymo has released a study that extols the ability of autonomous driving to prevent fatalities on the road...
China vs. USA – Build the wall!
China doubles down on semiconductor unreality. While there is no doubt that China is in a better economic condition than most of its rivals its...
Quantum computing – Under starter’s orders pt. II
D-Wave makes a real(ish) world demonstration. D-Wave has demonstrated that its quantum computer can solve a “real-world” problem and in the process found that it...
Mapbox – Profitability drive
Mapbox reshuffles to go for automotive. Mapbox has moved into a new phase of its development by moving its founder and CEO into the role...
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.
Huawei – Nowhere to run pt. XXVIII