Autonomous Autos – Top heavy maths
Rapid replacement will not save the OEMs. Automakers who are expecting to avoid a collapse in vehicle demand because autonomous vehicles will be replaced more...
Samsung Bixby – Radical refinement
The best refinement is to ditch Bixby Undeterred by its failure to launch Galaxy Home, a smart speaker with the execrable Bixby, Samsung is doubling...
Huawei – Nowhere to run pt. VIII.
Huawei’s ex-China smartphone share is heading to 0%. Q4 19 will be a crucial test for Huawei as its new flagship (Mate 30) will not...
Peloton IPO – Frantic pedaling.
No telling when frantic spending can stop. Peloton is to fitness what Lyft and Uber are to taxis. All have reinvented an industry and...
Gone Falcon Racing – Back August 28
Radio Free Mobile has taken a trip to the Empty Quarter (Rub’ al Khali) to race falcons. Service will resume on August 28th. Radio Free...
Lyft Q2 19 – Wheel reinvention.
Lyft and Uber are becoming taxi companies. Lyft reported what was received as good Q2 19 results, but I really don’t see much progress...
Huawei – Nowhere to run pt. VII.
Mate 30 Pro won’t sell without Google. Commentators are getting excited about the leaked specifications of Huawei’s next big launch (Mate 30 Pro) but the...
ByteDance vs. Baidu – AI bake-off.
A test of ByteDance’s AI. By moving into search, ByteDance is throwing down the gauntlet to Baidu where the contest will be decided by the...
Microsoft & Open AI – Brute force.
Brute force only benefits Microsoft. Open AI is making a big bet on compute power being the answer to the limitations of AI in a...
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.
Amazon Automotive – Stuck in the box