Oracle & TikTok – Peak fudge pt III.
Now it comes down to China. Its looks like Oracle and TikTok have made just enough concessions to pass the US administration but now comes...
Oracle & TikTok – Peak fudge pt II.
The margin by which this deal is approved is wafer-thin. The fact that Oracle will have access to TikTok’s algorithms and source code greatly increases...
Apple – Middle of the road.
Mid-market makes sense for services. Behind the funky new watch features and the new, more expensive iPad Air are cheaper versions which are clearly aimed...
TikTok – Eat my shorts.
YouTube joins the kettle of vultures. YouTube, Riposo, Facebook et al show just how easy it is to replicate the TikTok experience in India which...
Arm & NVIDIA – The unthinkable.
Another unthinkable event to add to 2020’s long list. For nearly 20 years I have strongly believed that Arm could not be acquired by another...
Oracle & TikTok – Peak fudge.
ByteDance is playing a dangerous game TikTok’s deal with Oracle may not satisfy the concerns of the US administration meaning that the service ends up...
TikTok – Remote control lobby.
TikTok lobbies for an extension TikTok’s transparency briefing actually explains very little about how the algorithm works and looks to me to be an attempt...
Slack vs. Zoom – The uneven recovery.
Slack is not as essential as its valuation implies Comparing Q2 2020 for both Zoom and Slack is a strong indicator that the recovery is...
Epic vs. Apple – A right Battle Royale pt III.
Epic and Apple both shoot themselves in the foot. Both Apple and Epic have done more damage to themselves than to each other as the...
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.
Quibi – Peak preposterousness.