Simon and Jensen make their case. Arm and NVIDIA have made a good case as to how the technology industry (excluding Intel and AMD) will benefit from NVIDIA’s acquisition from...
ByteDance’s business model has a fundamental problem. ByteDance had its best year ever last year in terms of revenue, but because it employs over a 100,000 people, it is still...
Waymo is racing to market. Waymo has raised more money clearly indicating that Waymo’s technological edge has been eroded as the data suggests and that it is now a straight...
The OpenRAN pieces may not fit together very well. Vodafone is launching OpenRAN on its network in what looks like an experiment to test whether or not OpenRAN can fulfill...
Best of a difficult bunch. Didi Chuxing has filed its documents to go public which reveals a company with brighter prospects than most of its rivals and a Chinese economy...
El-Salvador goes fishing for business. El Salvador’s move to grant Bitcoin legal tender status is not an endorsement of Bitcoin but a recognition that there is still a lot of...
Apple takes no risks at WWDC 2021. Apple inched the juggernaut of its ecosystem forward with a series of incremental updates that bring it into line with the competition and...
Ant Group’s digital powerhouse becomes a bank. While the original Ant Group proposition was dealt a fatal blow (see here) by the Chinese regulator, Ant Group has been granted a...
Battery stuffing may not be worth it. Xiaomi’s new ability to fully charge a smartphone in 10 minutes sounds great but it will in all likelihood damage the battery so...
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.
Facebook VR – Wii the second.
Oculus should not need advertisements The rapid push back against the idea of advertisements in VR is a clear signal that this monetisation model will not work in this instance...