Facebook – The early edge.
In the metaverse, Facebook has a head start. The release of an app by Netflix for the Oculus Quest will go almost unnoticed but it...
Microsoft – Studio what?
Surface gets experimental. Alongside a series of expected and needed upgrades was one of the wackiest ideas I have seen for a portable computer but...
Aira Technologies – AI in the real world.
A good use case for a limited technology I have long held the view that under certain circumstances, today’s AI can improve performance to a...
Didi – Desperate times.
Didi is in desperate peril. Didi Global CEO and founder Jean Liu is hoping that making an exit is going to save her company, but...
Cable TV – Sword of Damocles pt. X.
The sword is falling fast One look at the nomination and award list for the prestigious Emmy Awards demonstrates that the streaming services are now...
Chinese Ecosystems – Metcalfe’s benefit
A move that might actually benefit China. The forced opening up of the Chinese digital ecosystems forces the incompatible systems to work together which will...
Didi – Blood in the water pt. II
Half of Didi’s opportunity has already been lost. Didi appears to have lost 30% of its user base (and 50% of its opportunity) since the...
Apple Event – Incremental innovation
Apple takes no risks with its launches. The event is back to its usual time but while the production quality of the event was better...
Ant Group – Antpocalypse now
The state seals Ant Group’s fate. Further interventions into Ant group by the regulator ensure that the businesses will be less nimble, less efficient, and...
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.
Crypto – The new outlaw