Qualcomm vs. Apple – Pressure cooker
Chinese injunction will increase pressure on Apple. Qualcomm has won a good victory in China with an injunction on the sale of a good number...
Alibaba – Domain game
AliMe is no Google Assistant beater. Alibaba is making strides to develop its AI, and its voice assistant in particular, but despite a very impressive...
Lyft – Gift horse
Lyft should accept the gift Uber is offering. Lyft has filed confidential documents with the SEC signaling its intent to go public in 2019 but...
Facebook – Broken valley pt. VIII.
The hits keep on coming. The UK government has opened up yet another front against Facebook with the publication of a series of e-mails dating...
Epic vs. app stores – Heavy metal glove.
Epic throws down the gauntlet to the app stores. In another direct challenge to the app stores, Epic has decided to launch its own app...
Google DeepMind – Genetic origami
A big step forward but still needs more work. DeepMind has convincingly won an academic competition that tests researchers’ ability to predict the structure of...
Volvo & Ericsson – Scroogled?
Google’s automotive deals may be coming unstuck. Volvo and Ericsson have signed a 5-year digital automotive deal that leaves me wondering whether all the fanfare...
Samsung vs. Huawei – Rivers of blood pt. V.
Samsung needs hardware differentiation more than ever. I think Samsung is undergoing a flurry of display innovation with its Infinity-O screen and it’s new folding...
Autonomous driving – Trouble at the top.
The rest must be in a real pickle. Waymo is taking a step backwards in terms of the commercial readiness of its autonomous driving offering...
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.
Verizon – Vitriolic Oath