All Posts By

RICHARD WINDSOR

  • Home
  • RICHARD WINDSOR

RICHARD WINDSOR

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.

China Technology – Big boots.

Big shoes create opportunities. The fall from grace of Jack Ma in the eyes of China’s government has created an opportunity that may be replicated...

Epic (& Facebook) vs Apple – A right Battle Royale pt. VI

Facebook wades in on its own account. Epic has added an important ally in its tussle with Apple but, as ever, Facebook’s participation is mostly...

CES 2021 – Digital shadow.

A large part of the show is likely to be missing in action. The pandemic is likely to have 2 main impacts on CES. The...

Apple Automotive – Tinker, tailor, soldier, car?

18 months on and making a vehicle still makes no sense. Making a vehicle in 2024 makes as little sense as it did in 2016...

Merry Xmas from the desert

Radio Free Mobile will return on the 4th of January 2021. RFM would like to wish all of its readers a happy Xmas and a...

Amazon Zoox – Much ado about nothing.

Zoox promotes everything but its future. Zoox has unveiled a product and a service which has very little if anything to do with its long-term...

Tech Sector – The madness of crowds.

The sector’s “Semper Augustus” moment may not be far away. The current frenzy gripping the technology sector has nothing to do with the quality or...

Facebook – Microsoft on steroids.

The consequences could be serious indeed. If the FTC wins its case and forces Facebook to be broken up, the consequences for Facebook will be...

Artificial Intelligence – Genetic origami pt. II

Deep Mind puts a branch of science out of business. Deep Mind has crossed a milestone with the demonstration that its ability to predict protein...

Uber and Aurora – Outsourced future.

Uber’s autonomous driving technology finally goes in the bin. Aurora signals the end of the road for Uber’s woeful autonomous offering in a deal where...