Reply to this post Baidu still No. 2 in AI. Comparing how Baidu is using AI to manage user generated content to how Facebook...
Reply to this post Baidu removes barriers for Alibaba and Tencent. Hot on the heels of the spin off of iQiyi, Baidu has announced the...
Reply to this post Bad guidance is worse than no guidance at all. Tencent reported Q1 18 results that beat expectations but increased my concern...
Reply to this post Another excellent year ahead. Alibaba reported excellent FQ4 18 results and guided very strongly for the year to come as its...
Reply to this post Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi at $33.3bn, one third of...
Reply to this post Profitability limit is a shot in the foot. Voluntarily limiting one’s ability to make money for shareholders is not the wisest...
Reply to this post ZTE could lose Google. I think that ZTE’s real problem from its 7-year ban on acquiring technology from US companies, will be its inability to ship...
Reply to this post Jump removed from Lyft’s clutches. Uber has followed China’s lead and moved to consolidate bike sharing as another one of its shared transport related services but...
Reply to this post Byton may not need to make vehicles long-term. Of the high number of EV start-ups all rushing to the market for electric vehicles on Tesla’s coat...
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.
Sharing economy – bikes, e-bikes & scooters
Reply to this post Make money not headlines. Not to be outdone by the bike sharing craze in China, Silicon Valley is jumping on the...