Samsung & Google – Engineering disease pt II.
The Chinese and Apple benefit from continued intransigence. I continue to believe that the best interest of Samsung and Google would be served by Samsung...
Epic Games – Impeccable strategy.
Another strategic masterstroke from Epic Games. Epic Games is showing no signs of being surprised by Fortnite’s success and has made yet another brilliant move...
Huawei vs. Samsung – Brutal dependency.
There is no plan B for Huawei that will work. If Huawei receives the same treatment as ZTE (for the same infraction), then its handset...
Sharing economy – The agony of history.
The cautionary tale of bike sharing. The cautionary tale of the bike sharing companies should give the scooter companies pause for thought as I suspect...
Artificial Intelligence – Cognition conundrum
Deep Learning’s limitations laid bare. Work on analysing how deep learning neural networks work clearly shows that these systems have no real understanding of what...
Facebook – Smokescreen
Under the rhetoric, very little changes. While Zuckerberg’s manifesto (see here) implies that a huge overhaul is on the way, the reality is that very...
Artificial Intelligence – Practitioners, pretenders & tricksters.
Taxonomy separates the men from the boys in AI. With 40% of “AI” companies not even attempting to use AI in their products and the...
Lyft – Self-flagellation
Lyft’s IPO is a rod for its own back Lyft’s IPO document reveals a company that I think will give its founders joy and validation...
Apple Automotive – Final shoe
A Titan falls. It looks like the final shoe is being dropped on Apple’s automotive aspirations as 190 Project Titan members are being let go...
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.
Microsoft – Better lucky than good.