Arm vs. RISC-V – Heel nipping
RISC-V wins blue-chip backing. In announcing some higher-end RISC-V-based processors and winning support from Intel, SiFive has improved the credibility of RISC-V when it comes...
Facebook VR – Wii the second.
Oculus should not need advertisements The rapid push back against the idea of advertisements in VR is a clear signal that this monetisation model will...
ByteDance – Fundamental break.
ByteDance’s business model has a fundamental problem. ByteDance had its best year ever last year in terms of revenue, but because it employs over a...
Waymo – All guns blazing
Waymo is racing to market. Waymo has raised more money clearly indicating that Waymo’s technological edge has been eroded as the data suggests and that...
OpenRAN – Haphazard jigsaw
The OpenRAN pieces may not fit together very well. Vodafone is launching OpenRAN on its network in what looks like an experiment to test whether...
Didi Chuxing – State of play pt. II
Best of a difficult bunch. Didi Chuxing has filed its documents to go public which reveals a company with brighter prospects than most of its...
Google Fuchsia – Sideline sneak.
Google sneaks its new OS into the wild. With zero fanfare Google has launched its new Fuchsia OS onto consumers, the vast majority of whom...
Crypto – Gone fishing
El-Salvador goes fishing for business. El Salvador’s move to grant Bitcoin legal tender status is not an endorsement of Bitcoin but a recognition that there...
USA vs. China – Build the wall!
The war will not be fought in semiconductors. The technological war between the US and China will not be fought in semiconductors as commentary around...
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.
Tencent & Fintech – Hot collar.