Fortnite – Genesis.
A new breed of digital ecosystem may rise. Fortnite is showing early signs of expanding from gaming and offering other Digital Life services leading to...
Apple Siri – Nose job.
The privacy religion may prevent the AI fix. In stamping his authority on Apple’s AI efforts, John Giannandrea has an opportunity to fix the problems...
Facebook Q4 18 – No-one cares.
Facebook users & clients don’t seem to care about its’ issues. Facebook reported good Q4 18 results confirming that its users and its clients do...
Apple FQ1 19 – Nice but dull.
Apple is looking like a safe haven once again. Hardware is by far the most efficient method of digital ecosystem monetisation but at the same...
Google Automotive – Wobbly wheels
Android Automotive is far from a foregone conclusion. Google clearly still thinks of vehicles as nothing more than handsets on wheels which I think is the...
Facebook – The obvious move
Integration benefit overshadowed by AI. After a long 4½ year wait, Facebook is finally integrating its Digital Life services that will enable it to meaningfully...
Google vs. Amazon – Battle for the smart home pt . XIII
Google increasingly at risk of losing. Walmart has abandoned Google Express dealing what is likely to be a fatal blow to Google’s attempt to challenge...
Sharing economy – China bloodbath.
Didi in pole position but should not rush to IPO. The Mobike brand is about to disappear in yet another sign that while the sharing...
Network economy – Unicorns and Donkeys Pt. VI
2019 will be the year of the shake-out. With a darker economic picture and shrinking access to capital, 2019 is shaping up to be a...
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.
Alphabet & Snap – Q4 18.