Meituan – Thumb economics.
Meituan proves the efficacy of RFM’s rule of thumb. There is a mad rush going on to use Meituan Dianping’s profitability as an example that...
Lyft – Robo experimentation.
Lyft is preparing for robotaxis, not car rentals. Lyft is launching a car rental service that I think has nothing to do with renting cars...
Digital Automotive – Baby steps.
BMW takes another baby step. Not only is Car Play now free but BMW will now also add Android Auto to its vehicles from 2020...
Magic Leap – Expectations management.
Reality hits the dream seller. As I expected, it turns out that augmented reality (AR) for the consumer is light years away from where it...
Softbank & Wag Labs – Dog’s dinner.
No more chasing Alibaba Wag Labs Inc. is another write-down in waiting for Softbank which combined with the WeWork meltdown will see it normalise its...
Tesla – Subscription blues
Tesla does not need to acquire users. While Tesla might just get away with charging for data and services, I think that the rest of...
5G – Juicy fruit.
Apple decides the roll-out time table. While Qualcomm is busy setting the scene for 5G with its latest silicon releases, it is Apple (and to...
BMW – Heaven and earth.
Dare I hope that BMW is beginning to see the light? BMW’s move to make access to CarPlay free in its vehicles gives me a...
Netflix – Risky business pt. II
Netflix faces increasing risk for a more uncertain return. The collapse of Netflix’s movie library is continuing apace meaning that more than ever Netflix will...
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.
TikTok – Circumnavigation.