The whole industry is worth $16.7bn. The valuations being attributed to autonomous driving hopefuls are so high, that I think investors must be assuming that there will only be one...
It is still a reprieve in name only. A statement from the US Secretary of Commerce (see here) has been interpreted by the press (see here and here) that Huawei...
Elon Musk is becoming a big problem. Outside of a chronic inability to scale, Tesla’s biggest problem is rapidly becoming its mercurial CEO where I think that his views on...
I think Google’s condition may finally be treated. While the wires are already speculating on the form factor of the Google Pixel 4 due to be launched in Q4, I...
All downhill from here. The move by MoviePass to suspend its service for a few weeks is almost certainly a sign that the end has almost arrived for an ambitious...
Facial recognition has to be nearly perfect. The Metropolitan Police (the Met) is struggling with a report that Scotland Yard commissioned that strongly indicates that its facial recognition technology is...
Hangs onto the global No. 2 slot. Baidu’s developer conference kicked-off with a demonstration of the company’s supremacy in Chinese AI but stopped short of providing convincing data that would...
The rebellion gains steam. The challenge to the existing status-quo when it comes to revenue sharing for app stores is gathering pace and sooner or later Valve, Google and eventually...
Reprieve in name only. The White House’s apparent U-turn on Huawei is unlikely to give Huawei the products it really needs and even if it did, it is quite possible...
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.
5G – The patent game.
Updated version. Original mistakenly identified only one working chipset in commercial handsets. RFM is aware of two. Patent counting is very misleading. A report at the RISE conference in Hong...