Ant Group & Alibaba – Up from zero.
Ant Group’s digital powerhouse becomes a bank. While the original Ant Group proposition was dealt a fatal blow (see here) by the Chinese regulator, Ant...
Xiaomi – Reality of physics.
Battery stuffing may not be worth it. Xiaomi’s new ability to fully charge a smartphone in 10 minutes sounds great but it will in all...
Facebook F8 – Business as usual.
Business messaging and AR dominate the agenda. The completely scripted keynote didn’t reveal very much that was new but was a clear indicator of where...
Facebook & Google – The Wizard of OZ pt. III.
Regulator claims a victory which looks like defeat. The Australian regulator is claiming victory in its fight with Facebook and Google, but I suspect that...
Anthropic & Open AI – Mission impossible
Breakaway start-up has an impossible mission. Anthropic is a new breakaway start-up from Open AI but its approach remains pretty much the same meaning that...
Epic vs. Apple – A right Battle Royale pt. VIII.
The outcome is likely to be somewhere in the middle. The first stage of this battle is over as the judge has retired to consider...
Amazon & MGM – One last roar?
Amazon overpays for a jaded asset. Amazon is acquiring MGM Studios to bolster its digital ecosystem but while it has a great name and impressive...
Peloton – Backwards pedalling.
Peloton should be moving out of hardware. Peloton’s move deeper into hardware will benefit the company in the short term, but as the value in...
China Ecosystems – Falling heads.
No oligarchs please we are Chinese. The withdrawal of Zhang Yiming from the management of ByteDance is all about ensuring that the IPO goes well...
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.
Apple WWDC 2021 – Inching juggernaut.