Huawei’s ex-China smartphone share is heading to 0%. Q4 19 will be a crucial test for Huawei as its new flagship (Mate 30) will not be a Google ecosystem device...
No telling when frantic spending can stop. Peloton is to fitness what Lyft and Uber are to taxis. All have reinvented an industry and have reached scale, but appear...
Lyft and Uber are becoming taxi companies. Lyft reported what was received as good Q2 19 results, but I really don’t see much progress as the company is currently...
Mate 30 Pro won’t sell without Google. Commentators are getting excited about the leaked specifications of Huawei’s next big launch (Mate 30 Pro) but the only thing that matters is...
A test of ByteDance’s AI. By moving into search, ByteDance is throwing down the gauntlet to Baidu where the contest will be decided by the quality of the algorithms that...
Brute force only benefits Microsoft. Open AI is making a big bet on compute power being the answer to the limitations of AI in a move that I think will...
One runner left It has been clear for several years now that the only 3D visual entertainment system that is going to work in the home environment is one without...
Uber has lost its soul The news of layoffs at Uber comes at a difficult time for the company which is now hostage to the whims of the fickle stock...
Still a one-product company. Apple reported good results as iPhone growth declines slowed and services continued to chug along nicely. However, I still think that ending its dependence on the...
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.
Samsung Bixby – Radical refinement
The best refinement is to ditch Bixby Undeterred by its failure to launch Galaxy Home, a smart speaker with the execrable Bixby, Samsung is doubling down with a mini version...