Huawei – Nowhere to run pt. XIII.
Software is not a refuge. Faced with the complete collapse of its smartphone business outside of China, Huawei is trying to develop its own ecosystem...
Didi Chuxing – State of play.
Didi is a play on the whim of the state. The Coronavirus may lead the Chinese state to give Didi a bit of breathing space...
SoftBank – Top of the Pops.
The hits keep on coming. SoftBank’s biggest problem following on from WeWork is that every one of its investments that go wrong or have problems...
Google Stadia – Humble pie pt. II.
Google is making more errors. In addition to issuing refunds and apologising to its users (many of whom feel duped (see here)), Google should also...
Waymo – The crowd.
Waymo has to get back out front. Waymo has raised $2.25bn from outside sources as I think it needs to accelerate its progress as evidence...
Microsoft Cortana – Euthanasia
I think Cortana will go back to the research lab. Cortana is set to become a productivity-based digital assistant which in reality means that Microsoft...
SoftBank – Pressure cooker
Softbank must be under real pressure. In the current environment, the last thing one should do is bring a highly valued, loss-making, sharing economy-based company...
Autonomous Autos 2019 – All change
The field tightens a long way away from commercial offerings. Disengagement data from the California DMV (see here) shows that Waymo has lost its lead...
Toyota – Prancing horse.
Toyota comes to its senses (sort of). After its inexplicable investment in Uber’s self-driving unit (see here) at a valuation of $7.25bn and its madcap...
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.
NVIDIA – Forced out.