CES Day 1 – Hot, cool & mad.
Byton – Still needs to address the elephant. Byton didn’t have new cars but it had plenty of new partners, a production-ready vehicle and some...
CES Day 0 – Where the buzz isn’t.
CES 2020 gets in tune with reality. CES 2020 is unlikely to go down as a vintage year of excitement meaning that half the story...
Merry Xmas and Happy New Year
Radio Free Mobile has closed down for the holiday period. Normal service will resume at CES on Monday 6th January 2020. Radio Free Mobile would...
PCH over IP – No fudge please.
Project Connected Home over IP needs to avoid the fudge of compromise. Making all connected devices compatible is an excellent idea but this is going...
Baidu & Samsung – Made in Korea 2020.
China has a lot of ground to make up. Semiconductors and AI are at the heart of China’s desire to become self sufficient in technology,...
Meituan – Thumb economics.
Meituan proves the efficacy of RFM’s rule of thumb. There is a mad rush going on to use Meituan Dianping’s profitability as an example that...
TikTok – Circumnavigation.
ByteDance expands its presence overseas. TikTok is moving to ensure that it dominates Digital Life segments both inside and outside of China which will make...
Lyft – Robo experimentation.
Lyft is preparing for robotaxis, not car rentals. Lyft is launching a car rental service that I think has nothing to do with renting cars...
Digital Automotive – Baby steps.
BMW takes another baby step. Not only is Car Play now free but BMW will now also add Android Auto to its vehicles from 2020...
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.
CES Day 2 – The little guys.