Netflix Q2 19 – Risky business
Netflix is now a studio. A great set of results was disfigured by slower user growth as price increases and the verticalisation of the content...
Artificial Intelligence – Catch-up.
UC Irvine treads in Deep Mind’s footsteps. The University of California has created an algorithm that can solve Rubik’s cube from scratch, but I think...
Yandex – Robotic dark horse.
Yandex is closer to robotaxis than Tesla. Yandex’s subsidiary is expanding its reach into the taxi industry in Russia which provides a route to market...
5G – The patent game.
Updated version. Original mistakenly identified only one working chipset in commercial handsets. RFM is aware of two. Patent counting is very misleading. A report at...
Autonomous autos – Pie in the sky.
The whole industry is worth $16.7bn. The valuations being attributed to autonomous driving hopefuls are so high, that I think investors must be assuming that...
Huawei – Nowhere to run pt. VI
It is still a reprieve in name only. A statement from the US Secretary of Commerce (see here) has been interpreted by the press (see...
Tesla – King Canute
Elon Musk is becoming a big problem. Outside of a chronic inability to scale, Tesla’s biggest problem is rapidly becoming its mercurial CEO where I...
Google Hardware – Paging Dr. Porat
I think Google’s condition may finally be treated. While the wires are already speculating on the form factor of the Google Pixel 4 due to...
MoviePass – The reality gap
All downhill from here. The move by MoviePass to suspend its service for a few weeks is almost certainly a sign that the end has...
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.
Samsung, Huawei et al – Nasty origami pt. V.