Cybertruck – The numbers game
Pay same. Get less. The Tesla Model 3 is a no brainer as it is almost as quick as a BMW M5 but costs...
Virtual Reality – Stalled at the start.
Microsoft and Sony go in different directions. Microsoft will not be pushing VR in its next-generation console in contrast to Sony which is likely to...
Google Fitbit – Moot point.
The fuss around Fitbit data is moot. The inevitable (see here) acquisition of Fitbit by Google is creating a fuss around user wellness data but...
Quantum computing – No trick pony
A superbrain that cant play Pong. There is no doubt that quantum computing has the potential to completely change the IT industry, but Google’s demonstration...
5G – Wide open spaces
Coverage map lays bare the reality of millimetre waves. Verizon’s 5G coverage map in the USA (see here) shows that the only time users are...
Ford – Wild horses
Mustang Mach-E is a ray of hope. Ford may be mistaken about what electric and autonomous vehicles will do to demand for its products (see...
Sony AI – 2 from 3
2 of Sony’s AI proposals make sense. While Sony appears to be late to the game in AI, it has been working on this for...
Samsung services – Repeating history?
Here we go again. The last time Samsung had a go at services the result was expensive and painful and resulted in a civil war...
ByteDance (TikTok) – Full stream ahead.
Video comes for the music stars. ByteDance is aiming to extend the popularity of TikTok into the subscription music space but I question whether its...
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.
Xiaomi Q3 19 – Approaching reality