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...
Apple – The thin line.
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...
Epic Games. – 30/70 obsolescence.
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...
Snap Inc. – Facebook dependent.
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...
Bike-sharing – Poultry sports.
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...
China Autonomous – Dog and Pony Show.
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...
Autonomous driving – Full stop ahead.
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...
Huawei vs Samsung – Rivers of blood pt. VII.
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...
Google AI – Monkey business.
Google goes bananas. Google has pioneered a new field of computer science and intelligence research resulting in new systems that can take over when the...
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.
Twitch & Google – Another crack.