Apple’s incremental reality The new reality of the Metaverse appears to have caused Apple to delay its AR headset and although the media still expects it to release a VR-like...
China. China stands out in that although being mostly absent from the show this year, China is the most likely to surprise this year. This is because almost everyone in...
Apple must address the Metaverse but not yet. According to the media chatter, Apple was supposed to release a Metaverse device this year, but I continue to think that this...
Developers want to have their cake and eat it. The notion that Meta Platforms is treating developers unfairly when it is on course to lose billions of dollars from subsidising...
Microsoft goes back to basics. Microsoft is taking its developer conference back to its roots and focusing its time on things that actually matter to developers rather than using it...
SoftBank – Arm IPO. Arm China is holding up the relisting of Arm and the less-than-ideal solution that SoftBank is proposing highlights again my view that SoftBank may be better...
Magic Leap makes its pitch to stay in the game. Magic Leap has allowed reviewers to get an early look at its new device which is smaller, more powerful but...
Microsoft has a 2nd shot at the consumer ecosystem. Microsoft’s acquisition of Activision is a sure sign that the gold rush for the Metaverse is now in full swing which...
Quiet floors but lots to see Contrary to the words of Gary Shapiro, CTA CEO, the floors of Vegas are not messy but sparse and quiet. It looks to 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.
Microsoft – single vision.
The end for HoloLens? Part of Microsoft’s 5% workforce reduction includes “changes to our hardware portfolio” which probably does not mean Xbox or Surface meaning that it is almost certainly...