Softbank and WeWork – No Work
Softbank blinks after two heavy losses. With Uber down 28% and Lyft down 38% from their respective IPO prices, it looks like Softbank has finally...
Apple – Non-event.
YouTube live stream is the biggest surprise. It is that time of year again (10th September, 10 am PT) and the biggest surprise is that...
WeWork IPO – Does not work.
I can’t see value even after a 58% cut in the valuation. Other than its cool factor, I struggle to see why WeWork is better...
Artificial Intelligence – Dull delivers.
It’s the boring stuff that works. As the big ambitious moonshots crash and burn, it’s the smaller, simpler and deadly dull projects that are likely...
Android 10 – Pointless innovation
Smartphones could be obsolete before this update is complete. Android 10 (Q) becomes available today but it could be as much as 7-10 years before...
Amazon Automotive – Stuck in the box
Alexa’s access to the vehicle is strictly limited. Amazon has grand plans for the vehicle but until it can convince OEMs of its benign intentions,...
Autonomous Autos – Top heavy maths
Rapid replacement will not save the OEMs. Automakers who are expecting to avoid a collapse in vehicle demand because autonomous vehicles will be replaced more...
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...
Huawei – Nowhere to run pt. VIII.
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...
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.
Apple – Ugly duckling.