Software is not a refuge. Faced with the complete collapse of its smartphone business outside of China, Huawei is trying to develop its own ecosystem but without any users, this...
Didi is a play on the whim of the state. The Coronavirus may lead the Chinese state to give Didi a bit of breathing space while the economy gets back...
Google is making more errors. In addition to issuing refunds and apologising to its users (many of whom feel duped (see here)), Google should also realise that its power in...
I think Cortana will go back to the research lab. Cortana is set to become a productivity-based digital assistant which in reality means that Microsoft is cutting the resources it...
Softbank must be under real pressure. In the current environment, the last thing one should do is bring a highly valued, loss-making, sharing economy-based company to IPO, demonstrating that Softbank...
The field tightens a long way away from commercial offerings. Disengagement data from the California DMV (see here) shows that Waymo has lost its lead in autonomous driving to Baidu...
Toyota comes to its senses (sort of). After its inexplicable investment in Uber’s self-driving unit (see here) at a valuation of $7.25bn and its madcap plan to build an entire...
Screen durability and price still hold back this enticing segment. Despite the cancellation of MWC, Huawei is going ahead with its device launches as planned with the new Mate Xs...
Ford is starting to understand digital. I may have issues with Ford’s view on vehicle demand (see here) but there are signs that Ford is one of the very few...
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.
NVIDIA – Forced out.
GeForce Now is in real trouble. It appears that streaming games is harder than it looks as Nvidia’s service, like Google Stadia, is in the kind of trouble that could...