Artificial Intelligence – Magic Money Tree pt. II
A classic example of too much money. The loss of 60% of its founders just months after being founded and raising $220m despite having no...
Artificial Intelligence – Magic Money Tree
Money grows on trees until it doesn’t. Capital continues to pour into the AI sector with very little attention being paid to company fundamentals in...
Magic Leap – Second life
Magic Leap is back and has a seat at the table. Magic Leap is back in contention with a new device and a funding round,...
Magic Leap – The greatest showman.
Rony shows his true talent. Magic Leap appears to have raised another $350m giving it a lifeline for a few quarters demonstrating that while Rony...
Magic Leap – Endgame
Magic Leap will go down as a cautionary tale. Magic Leap’s failure can predominantly be traced back to a single problem which was the inability...
Magic Leap – Mythical numbers
Magic Leap will be very lucky to sell for $1bn. Magic Leap is exploring its strategic alternatives which in English means that it has run...
Magic Leap – Expectations management.
Reality hits the dream seller. As I expected, it turns out that augmented reality (AR) for the consumer is light years away from where it...
Magic Leap – The reality gap pt II.
Device pays the hype price. There is nothing wrong with the Magic Leap One when compared to its peers, but relative to what Magic Leap...
Magic Leap – The reality gap.
Magic Leap’s developer video reveals the chasm between promise and reality In its latest video (see here), Magic Leap has demonstrated some of the basic...
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.
Stargate & AI – Magic Money Tree pt. III