Reply to this post Google’s AI already paying dividends Both Google and Facebook have a fake news problem but Google’s leadership in AI means that...
Reply to this post Mighty core business buys time. Tencent reported strong results driven mostly by its content offerings which gives the company time to...
Reply to this post Fragmentation getting worse not better. Despite Google’s best efforts, the situation with fragmentation in Android devices appears to be materially worsening,...
Reply to this post Hacking of Face ID proves its security. The inevitable hacking of Face ID has been achieved but I think that the...
Reply to this post At around $70bn, there should be plenty of sellers. Uber has approved a deal where SoftBank will lead a $1bn fund...
Reply to this post Unit launch in 2019 is an augmentation of reality. If Apple is working on an AR headset, I think that there...
Reply to this post Tencent begins to build on Supercell. Following the most difficult set of results after its IPO, Snap has conveniently announced that...
Reply to this post Dreadful results reveal a company in disarray. Snap reported weak results that bear all the hallmarks of a small, weak player...
Reply to this post An unaffordable outage. Snap Inc’s Snapchat service suffered a 4 hour worldwide outage that enraged its users, greatly increasing the risk...
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.
Alibaba – Offline grab.
Reply to this post Alibaba is very different to Amazon. I think Alibaba’s investment in Sun Art has nothing to do with Amazon’s strategy with...