Any move needs to happen fast. The fact that TikTok is not that difficult to emulate shows that its real asset is its network of users which is why it...
The UK extracts its pound of flesh. The protestations of the UK operators against the Huawei ban is likely to fall on deaf ears as their claims are questionable and...
Little suffering from the current ban. The notion that the current ban in India is going to cost ByteDance $6bn in revenues sounds to me like a piece of 3rd...
Byton’s trouble is an opportunity for others. One of my favourite electric car makers is in the kind of trouble from which it may not recover which I think spells...
Ban is meaningless without further action. India’s banning of 59 Chinese apps including TikTok and WeChat is a ban that will have very little effect without further government action making...
“relaxation” is not really a climb-down. The “relaxation” of the US’s stance against Huawei can be taken either as a sign of fear of missing out or as a move...
ByteDance is moving from growth into monetisation. ByteDance is showing signs of moving into the next phase of its life cycle which involves tidying up loose ends and moving to...
Patent counting is not an indication of reality. The notion that the number of patents that one holds is a refection of one’s contribution to a technology is deeply flawed...
The West hardens further signalling a terrible 2020 and 2021. The combination of a U-turn by the UK, failure to get the extradition case against its CFO thrown-out, the loss...
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.
China vs. USA – Retaliatory strike?
A self-defeating retaliation. If China blocks Nokia and Ericsson exports, it will simply accelerate the migration of manufacturing from China that will cost Chinese jobs and incentivise other companies and...