Apple needs to strike a very delicate balance with its partners. Netflix’s gripe with Apple is symptomatic of the problem that Apple faces and the difficult waters it must now...
Epic challenges the 30/70 revenue split. Not content to disrupt the status quo on Android (see here), Epic’s moves against Valve are bearing fruit sending a strong signal that the...
Snap needs Facebook to slip to mount a comeback. Snap’s 1st developer conference revealed a move into gaming as well as a strategy to prevent the rampant copying of its...
Bike sharing has descended into a game of chicken. Hellobike is raising $500m into a suicidally difficult market where its main competitors are either flirting with bankruptcy or have been...
Pony.ai & Baidu can do what Waymo apparently cannot. While Beijing is keeping the important autonomous driving data close to its chest, what is available suggests that Pony.ai is the...
Whack-a-mole is not good enough. A Chinese demonstration of the inadequacies of Tesla’s autopilot also clearly shows that the current methodology of rushing out software patches after the event is...
Samsung margins unlikely to recover from Huawei’s predations. Samsung’s handset margins are unlikely to recover anytime soon thanks to a resurgent Huawei, but as ever in Android, it is Google...
A clear warning sign for Lyft & Uber IPOs. When I backed Meituan at its IPO as one of the more sensible listings (see here), I underestimated the lengths to...
Lyft is giving away an edge by going public. I continue to think that Lyft is shooting itself in the foot by going public, as I continue to think that...
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.
Pinterest – Best of a bad bunch.
Much less likely to get into trouble. Pinterest is in a much better position than either Uber or Lyft as its financials are in much better shape and it not...