Pinterest – Ready, set, go!
Ready for recovery? Pinterest is changing its CEO with its founder moving aside to make room for new blood from Google that will undoubtedly start...
Apple & The Metaverse – Not yet
2023 is too early. Despite feverish speculation, Apple failed to launch a Metaverse device at WWDC 2022 and now speculation has shifted to early 2023...
Autonomous Autos 2021 – Creaking at the seams
AutoX takes a questionable lead. Waymo, Baidu (Apollo) and Zoox have fallen way down in the ratings leading me to question whether the analysis of...
Arm / SoftBank – No winners
Delay is increasingly the best option. The discussion over which exchange Arm is going to re-list on is increasingly irrelevant as the far more pressing...
Tesla – Hero or zero
Elon Musk finally makes a credible prediction. Elon Musk’s prediction that self-driving is “really the difference between Tesla being worth a lot of money or...
The Metaverse – Turing test
Turing is not the issue. Meta Platforms has revealed a series of prototypes that it intends to develop into products that will make its Metaverse...
Klarna – WeWork replay?
Despite the parallels, Klarna is not a re-run of WeWork. At a high level, Klarna looks like a re-run of WeWork although it is a...
Nothing Phone – Risky branding
Nothing phone needs to not live up to its name. Another brave soul has decided to have a crack at the highly concentrated and brutally...
Crypto – Coin crunch pt. II
Crypto heads for a deep freeze. The rhetoric around the safe haven and inflation hedging properties of crypto has gone eerily quiet as it transpires...
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.
Meta vs. Developers – Eaters of cake.