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...
8K & 3D – The long hard road.
One runner left It has been clear for several years now that the only 3D visual entertainment system that is going to work in the...
Uber, Samsung & Huawei – Q2 19 update
Uber has lost its soul The news of layoffs at Uber comes at a difficult time for the company which is now hostage to the...
Apple FQ3 19 – iPhone-o-holic
Still a one-product company. Apple reported good results as iPhone growth declines slowed and services continued to chug along nicely. However, I still think that...
GM Cruise – Speedbump
GM Cruise accepts reality Autonomous Cruise vehicles are no longer expected to be on the streets of San Francisco this year as Cruise has finally...
Android Q – Turkey vote
The notion that Android can be privacy-focused is absurd Google promised that Android would become more privacy-friendly in its latest release, but the notion that...
Alphabet & Amazon – Over and under
Alphabet Q2 19 Cloud and Pixel lift Alphabet over the bar Alphabet reported strong Q2 19 results as Google Cloud and the Pixel 3a put...
Facebook & Tesla – Surprising times
Tesla Q2 19 Record shipments and more losses spells trouble. Tesla’s fundamental inability to make money by selling cars came back to haunt it again...
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.
Huawei – Nowhere to run pt. VII.