Google vs. Amazon – Homefront.
Reply to this post This could be a repeat of VHS vs. Betamax. Google is adding functionality to allow Google...
Huawei & Baidu – Bodies and time.
Reply to this post I think Huawei would be better off doing a deal with Baidu. It looks like...
Facebook – Brainless video.
Reply to this post Focusing on video first makes complete sense. I think that Facebook is making the right choice...
Baidu – One trick pony?
Reply to this post Baidu may be giving up on its ecosystem. There is little doubt that Baidu’s investments outside...
Magic Leap – Creations great but not small
Reply to this post Technology is there but size is miles off. While I do believe that Magic Leap is...
Twitter Q4 16 – No Trump card
Reply to this post Trump card fails to win the trick. Despite becoming a major channel for the White House...
Virtual Reality – Virtual standstill.
Reply to this post VR seems only to be popular at trade shows. After a very disappointing 2016, Virtual Reality...
Facebook vs. Alphabet – Worlds apart
Reply to this post Facebook and Alphabet are worlds apart when it comes to AI. While Google is pushing the...
Xiaomi & Huawei – Different strokes
Reply to this post Xiaomi and Huawei go in different directions. While commentators are absorbed with Apple’s (almost certainly temporary)...
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.
Alibaba – Five guns east