Autonomous autos – Pie in the sky.
The whole industry is worth $16.7bn. The valuations being attributed to autonomous driving hopefuls are so high, that I think investors must be assuming that...
Huawei – Nowhere to run pt. VI
It is still a reprieve in name only. A statement from the US Secretary of Commerce (see here) has been interpreted by the press (see...
Tesla – King Canute
Elon Musk is becoming a big problem. Outside of a chronic inability to scale, Tesla’s biggest problem is rapidly becoming its mercurial CEO where I...
Google Hardware – Paging Dr. Porat
I think Google’s condition may finally be treated. While the wires are already speculating on the form factor of the Google Pixel 4 due to...
MoviePass – The reality gap
All downhill from here. The move by MoviePass to suspend its service for a few weeks is almost certainly a sign that the end has...
Artificial Intelligence – Face-off
Facial recognition has to be nearly perfect. The Metropolitan Police (the Met) is struggling with a report that Scotland Yard commissioned that strongly indicates that...
Baidu Create – Steady showing
Hangs onto the global No. 2 slot. Baidu’s developer conference kicked-off with a demonstration of the company’s supremacy in Chinese AI but stopped short of...
Epic Games – App store wars.
The rebellion gains steam. The challenge to the existing status-quo when it comes to revenue sharing for app stores is gathering pace and sooner or...
Huawei – Nowhere to run pt. V.
Reprieve in name only. The White House’s apparent U-turn on Huawei is unlikely to give Huawei the products it really needs and even if it...
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.
5G – The patent game.