At least Dyson didn’t try and make his C5. As I suspected (see here), high margin vacuum cleaners, fans and air purifiers are much easier to make than electric vehicles...
Waymo does not want to be beaten by Yandex. Waymo is removing drivers in its commercial autonomous fleet just in time to be on par with Yandex which is about...
Peloton effectively admits it has no IP. If Peloton has to resort to a dubious lawsuit to keep competition at bay, I think it is a tacit admission that it...
Unlike Huawei, this one is not going to hurt. The entry of Huawei onto the entity list did real damage,e but I think that SenseTime, Megvii and the six others...
Its time will come. The characteristic of the Indian market that makes it such a poor market for Electrical Vehicles today, will ensure that when the time is right, India...
Durable folding screens would take Surface to a new level. Microsoft has launched two brand new form factors (and use cases) but I think it is not releasing them until...
Google flips the kill switch on the workaround. Huawei’s imperfect, but viable, backdoor to add Google Services to its devices has been killed off by Google which virtually guarantees that...
The companies are the problem, not the IPO process. The way to fix the IPO system is to stop bringing immature, overpriced and badly governed companies to the public market....
The muddy situation resolves in Huawei’s favour. Its business as normal between Huawei and Arm meaning that Huawei’s silicon roadmap for its in-house modems and processors from HiSilicon will be...
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.
China vs. USA – Much ado about nothing.
No change in technology outlook. The USA and China came to a very preliminary agreement on Friday which worked out better for China (in Alastair Newton’s opinion see attached) but...