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RICHARD WINDSOR

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RICHARD WINDSOR

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.

Didi – Jam today

Reply to this post           Its time Didi started trying to make money. With the ride hailing market in China now...

Uber – Fatal disengagement.

Reply to this post           Google is 5,000x better than Uber at autonomous driving. Although Google is suing Uber for the...

Google & Facebook – Trouble in paradise.

Reply to this post           Facebook will be hit much harder than Google. Although it is Google that is taking most...

Tencent – Brute force.

Reply to this post           Tencent has time as most gaming AIs are relatively simple. Tencent is finally jumping into artificial...

Google – Cookie crumbles

Reply to this post           I see no solution to Google’s problems in Android O. Google has released a developer preview...

Samsung – Edge dancer pt. II

Reply to this post           I think Bixby will struggle against Google Assistant. Samsung has launched its offensive on the digital...

LeEco – Electric millstone.

Reply to this post           I think, LeEco must exit automotive to survive. It looks very much like LeEco is giving...

Spotify – Patience pays.

Reply to this post           I think shareholders will see more value by being patient. Spotify is closing in on finally...

Amazon vs. Google – Homefront pt. II.

Reply to this post           Amazon is pre-emptively moving to keep Google out. Amazon is pulling out all of the stops...

Yahoo – Earned asset

Reply to this post           This time Marissa has really earned her payoff. Following the sale of the Yahoo core business...