Apple – Super cycle blues.
Reply to this post Early data indicates that there is no super cycle While it is too early to say...
Faraday Future – First to fall.
Reply to this post FF looks certain to fail. It won’t be the last. The saga of Faraday Future may...
Broadcast TV – Sword of Damocles pt. IV.
Reply to this post Cable TV looks finished while OTA has another chance. The nominations of the Golden Globes have...
Apple vs. Spotify – Duck lines
Reply to this post Two lines of ducks are forming. With a new alliance between Spotify and Tencent and the...
Qualcomm & Microsoft – Dream with caveats.
Reply to this post Some space left for this proposition Windows on ARM is back for another crack at the PC...
Artificial Intelligence – Zero to hero.
Reply to this post DeepMind AlphaZero is smarter with 1000x less effort. DeepMind has taken another step forward in the...
Google & Amazon – Battle for the smart home pt. V.
Reply to this post Google has a chance to displace Amazon. I don’t think Google will go out of its...
Xiaomi – Market timing
Reply to this post Xiaomi considers a big equity event just as growth peaks again. Xiaomi’s genius for timing is...
Google – Brain game pt. II.
Reply to this post Google remains out front in AI but Baidu most interesting. The first results from Google’s AutoML...
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.
Google & Amazon – Second blood.