SoftBank – Top of the Pops.
The hits keep on coming. SoftBank’s biggest problem following on from WeWork is that every one of its investments that go wrong or have problems...
Waymo – The crowd.
Waymo has to get back out front. Waymo has raised $2.25bn from outside sources as I think it needs to accelerate its progress as evidence...
Microsoft Cortana – Euthanasia
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...
SoftBank – Pressure cooker
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...
Autonomous Autos 2019 – All change
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...
Toyota – Prancing horse.
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...
Foldable devices – Nasty Origami pt. VI.
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...
Ford – Ship and remember.
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...
Google Stadia – Humble pie.
Google should issue refunds. Gaming on mobile phones remains a huge opportunity because outside of China, there is no dominant player but the way that...
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.
Google Stadia – Humble pie pt. II.