Epic vs. Apple (& Google) – A right Battle Royale pt IV.
Google sticks its oar in. Google’s move to tighten up on who can dodge its app store commission goes hand in hand with a more...
USA vs. China – Semi chokehold pt. II.
SMIC has a way out. The US Department of Commerce is going after SMIC’s alleged connections to the Chinese military rather than placing it directly...
Amazon – Rings and balls.
Amazon stretches its lead. Amazon has launched some radical redesigns and ideas once again demonstrating how experimental Amazon is prepared to be when it comes...
OpenAI & Microsoft – Infinite monkeys
OpenAI shows Microsoft the money. Microsoft’s latest deal with OpenAI is little more than Microsoft supporting what is probably becoming one of its biggest clients....
Tesla Battery Day – Fluff-free
Lack of fluff underpins credibility. The lack of fluff and hyperbole on display gave Tesla much better credibility that the advances it announced in its...
Quibi – Peak preposterousness.
Quibi signals that peak mania is close. The fact that Quibi can credibly entertain the prospect of raising more money, selling itself or going public...
Oracle & TikTok – Peak fudge pt III.
Now it comes down to China. Its looks like Oracle and TikTok have made just enough concessions to pass the US administration but now comes...
Oracle & TikTok – Peak fudge pt II.
The margin by which this deal is approved is wafer-thin. The fact that Oracle will have access to TikTok’s algorithms and source code greatly increases...
Apple – Middle of the road.
Mid-market makes sense for services. Behind the funky new watch features and the new, more expensive iPad Air are cheaper versions which are clearly aimed...
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.
Palantir – F for governance.