Epic, Sony & Lego – Legblox Station
Epic games strengthens its Metaverse silo. Most of the $2bn being invested in Epic Games will be used to build a version of the Metaverse...
Google Hardware– Horrible histories
Spare parts is not a fix. Google will make spare parts for its Pixel phones available for DIY repair and while this will be generally...
The Metaverse – Enterprise first
Enterprise Metaverse is now. Almost all of the limitations that are going to prevent the Metaverse from taking off any time soon are much less...
Tesla – Unfounded confidence
Tesla is set up to lose the autonomous race. Tesla’s removal of radar from its models shipping to Europe and the Middle East is the...
Meta Platforms – Trouble in paradise
Metaverse will not save Meta from TikTok. There are signs that Meta’s push back against TikTok is flagging in a rare example of where a...
Peloton – Hard road home
Moving to subscription is going to hurt. Peloton is starting to move towards the subscription-based business that it always had to become but the legacy...
Chinese Technology – The pendulum
The regulatory pendulum swings back to the middle. Beijing has made a significant concession that implies that now that it has the private sector is...
Semiconductors – Supercycle pt. IV
Three canaries burst into song. While the semiconductor companies are announcing record capital investment plans, there are signs that demand for components is starting to...
Apple & YMTC – Insurance policy?
Sourcing from China raises eyebrows. Apple looks increasingly likely to source some of its storage chips from Yangtze Memory Technology Corp. (YMTC) which will raise...
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.
Health Wearables – Grail delay