BMW – Risk on.
Subscription features is a risk worth taking. BMW’s potential move to feature subscription has some problems but if this pushes BMW towards having a relationship...
Byton – End of the road?
Byton’s trouble is an opportunity for others. One of my favourite electric car makers is in the kind of trouble from which it may not...
China vs. India – Warning shot.
Ban is meaningless without further action. India’s banning of 59 Chinese apps including TikTok and WeChat is a ban that will have very little effect...
Google – Glasses mended.
Google has another go at AR. It looks like Google is in the final stages of agreeing the acquisition of North, one of the more...
Autonomous Autos – Gadzoox!.
Zoox is all about the automation of distribution. I am far from convinced that Amazon has decided to enter the autonomous driving game but instead...
Nvidia & Mercedes-Benz – The long cycle.
The 4-year design cycle problem again. Nvidia has landed a major blue-chip client for its Drive Orin platform in announcing with Mercedes-Benz but by the...
Apple WWDC 2020 – Everything Arm.
Apple brings the ecosystem closer together. Apple released one of its more interesting updates to iOS, included some concessions to developers and confirmed the widely...
VW – Solo: a car wars story.
Google & Co. out. Rivals in. VW has confirmed its solo strategy when it comes to vehicle software, but it will need co-operation with other...
Apple – The tax collector.
App store revenue shares are under pressure again. The original intention of the Apple App Store was to drive loyalty to the iOS ecosystem which...
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.
ByteDance – Chinese whispers.