Reply to this post Another plan that failed. With the reorganisation of its hardware division, Snap Inc. is admitting that it made a wrong turn with its spectacles which despite being cool, no one bought. Steve Horowitz will now become president of technology and report to the chief strategy officer rather than the CEO in...
Reply to this post Fourth time unlikely to be the charm. Google has announced a partnership with HTC that sees some key engineering talent join Google but it remains a complete mystery to me as to what Google is paying money for. This will represent the fourth major hardware related transaction that started with Motorola...
Reply to this post Humanity saved by Gordon Moore. There is considerable disagreement over the dangers presented to the human race by AI, but I think that it will be the laws of physics that prevent dystopian predictions from coming true. At the Tech Crunch conference, Google’s head of AI was quick to dismiss Elon...
Reply to this post Amazon increases its aggressive land grab. Not content to sit on 70% market share, Amazon is aggressively compensating for the lack of Alexa on smartphones by effectively giving the devices away and pushing e-commerce as hard as it can. A land grab strategy makes complete sense because the more Amazon can...
Reply to this post Tencent dominates but still has much more to do. Tencent already dominates Digital Life in China and now it is increasingly turning its attention to the opportunity overseas. This makes sense as China is starting to show signs of maturity meaning that the recent breakneck pace of growth will inevitably slow...
Reply to this post Google and Lyft can really help each other. An investment in Lyft makes a lot of sense given that Waymo’s autonomous driving offering is likely to face a lot of problems getting into production vehicles. Furthermore, with the possibility of autonomous driving being central to its future, Lyft badly needs...
Reply to this post The sword has slipped its moorings. With all of the indicators now starting to turn against the TV broadcast industry even live sports no longer offers any real hope. In 2013 (see here) the shoe was on the other foot where Netflix was trying to do deals with the cable...
Reply to this post Face ID was the star of a show where everything had been leaked. Apple launched its next series of products that brings its hardware into line with the best of Android but it is in the software where the differentiation will continue to be found. iPhone X. iPhone X brings Apple...
Reply to this post EVs could trigger a huge decline in vehicle demand. Vehicle makers are queuing up to announce their commitment to electric vehicles (EVs) but at the same they may be cheering for their own demise. Volvo began it by committing to an EV line-up in 2019 followed by Chinese plans to ban...
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 – The selfish giant
Reply to this post No love for minority investors. Facebook has withdrawn plans to issue a new distribution of shares that would have further worsened its corporate governance in a move that I think was purely motivated by self interest Facebook was planning a new distribution of shares that would have allowed the voting rights...