Founder exits are good news. The founders of Instagram are following the founder of WhatsApp in exiting Facebook which, in my opinion, is some of the best news Facebook has...
Paying cash would open Pandora’s box. Sirius XM has agreed to buy Pandora in a move the ensures Pandora’s long-term survival as well as gives Sirius XM an insurance policy...
Some new clothes but the same old Alexa underneath. Amazon has launched a seemingly endless array of new Alexa-enabled devices and updates which are clearly aimed at keeping the ever...
Google throws down the gauntlet to HERE and TomTom. The arrival of Android Automotive into the vehicle in the volume segment (Renault-Nissan-Mitsubishi) is a watershed moment for the automotive...
The increasingly vexing software problem. John Deere has been locked in a battle with its customers (farmers) for several years over farmer’s rights to repair and modify their vehicles which...
30% of something is better than 100% of nothing. The Renault-Nissan-Mitsubishi Alliance has signed a deal (see here) with Google that I think will see it give up 70% of...
All looks downhill from here. The 70th Emmy Awards are showing that the premium streaming services are making most of the quality entertainment these days which is only likely to...
Google still has the edge. The latest data shows that Amazon remains ahead in terms of users, but Google is closing the gap when it comes to shipments and is...
BMW plays right into Google’s hands. BMW is the latest company to jump on the digital assistant bandwagon but it has put a lot more thought into its product which...
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.
Sony & Fortnite– Gritted teeth.
Sony gives in not a moment too soon. Sony has backtracked on its decision not to allow cross-platform play in Fortnite in a move that hopefully signals a change in...