Epic vs. app stores – Heavy metal glove.
Epic throws down the gauntlet to the app stores. In another direct challenge to the app stores, Epic has decided to launch its own app...
Google DeepMind – Genetic origami
A big step forward but still needs more work. DeepMind has convincingly won an academic competition that tests researchers’ ability to predict the structure of...
Volvo & Ericsson – Scroogled?
Google’s automotive deals may be coming unstuck. Volvo and Ericsson have signed a 5-year digital automotive deal that leaves me wondering whether all the fanfare...
Samsung vs. Huawei – Rivers of blood pt. V.
Samsung needs hardware differentiation more than ever. I think Samsung is undergoing a flurry of display innovation with its Infinity-O screen and it’s new folding...
Autonomous driving – Trouble at the top.
The rest must be in a real pickle. Waymo is taking a step backwards in terms of the commercial readiness of its autonomous driving offering...
Spotify – The wrong 99.9.
99.9% of India will be free not $9.99. Hopes of edgy investors are being raised by the notion that Spotify is now in a position...
Fixed Internet – Creeping obsolescence.
A Small light at the end of the 5G tunnel. The latest data confirms what RFM’s Digital Life Pie has been indicating for some time:...
E-commerce – Chinese kingdom.
There is only one king of e-commerce. Amazon may have a higher market capitalisation than Alibaba but when it comes to the amount of business...
Facebook – Broken Valley pt. VI.
For once, I agree with Facebook. Facebook has been hit with a fine from a UK regulator over the Cambridge Analytical issue which I think...
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.
Facebook – Broken valley pt. VIII.