VW – Balancing act
A perfect balance of open and closed is required. Volkswagen has articulated exactly the right strategy to give it a shot at becoming a digital...
Samsung – Optimistic Origami
Folding devices to offset the ravages of commoditisation. The announcement of a device with a truly flexible screen looks to have been perfectly timed as...
Bike sharing – BATmen again
Ofo’s travails will put it in Didi clutches. Ofo is facing another angry creditor, which combined with the seemingly endless bicycle graveyards in China, clearly...
Tencent – Helpful regulation.
Short-term pain for long-term gain. While the move by the Chinese regulator is hurting Tencent badly right now, greater regulation will, in the end, work...
Autonomous autos – Data shortage
Anecdotes are not data. Waymo may appear to be struggling with some of the most basic vehicle operations, but the little data that there is...
Volareo – The late hour.
Volareo is way too late to have a chance. The smart speaker market is already extremely crowded which is likely to ensure that Volareo’s offering...
Toyota and Uber – Metal shells.
On course to become a commodity. Toyota is partnering with Uber in a move that confirms that it has no confidence in an in-house autonomous vehicle...
Didi – Broken panda.
Didi has its Baidu and Facebook moment. Chinese technology companies have a culture of moving fast and breaking things, and while Didi got a free...
Magic Leap – The reality gap pt II.
Device pays the hype price. There is nothing wrong with the Magic Leap One when compared to its peers, but relative to what Magic Leap...
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.
Virtual Reality – Steep decline