Google Automotive – Wobbly wheels
Android Automotive is far from a foregone conclusion. Google clearly still thinks of vehicles as nothing more than handsets on wheels which I think is the...
Facebook – The obvious move
Integration benefit overshadowed by AI. After a long 4½ year wait, Facebook is finally integrating its Digital Life services that will enable it to meaningfully...
Google vs. Amazon – Battle for the smart home pt . XIII
Google increasingly at risk of losing. Walmart has abandoned Google Express dealing what is likely to be a fatal blow to Google’s attempt to challenge...
Sharing economy – China bloodbath.
Didi in pole position but should not rush to IPO. The Mobike brand is about to disappear in yet another sign that while the sharing...
Network economy – Unicorns and Donkeys Pt. VI
2019 will be the year of the shake-out. With a darker economic picture and shrinking access to capital, 2019 is shaping up to be a...
Facebook – The foot vote.
Facebook must entice users not to disengage. Facebook’s future is going to be determined by whether users uncomfortable with being tracked disengage from using Facebook...
Voice Assistants – All about auto
Integration with the vehicle is essential A recent survey has found that voice assistants are quite widely used in the vehicle, but I think that...
Microsoft Cortana – Dead or alive.
Cortana offers more dead than alive. With usage at rock bottom and its Cortana leader resigned, Microsoft is clearly distancing itself and its products from...
Wearables – Fossil fuel.
Wearables to remain fossilised. Google has purchased the right to use and disseminate core IP from Fossil for $40m (stoking rumours of a Pixel Watch)...
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 FQ1 19 – Nice but dull.