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...
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...
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...
Business messaging and AR dominate the agenda. The completely scripted keynote didn’t reveal very much that was new but was a clear indicator of where Facebook is placing its short,...
Regulator claims a victory which looks like defeat. The Australian regulator is claiming victory in its fight with Facebook and Google, but I suspect that its only achievement is to...
The outcome is likely to be somewhere in the middle. The first stage of this battle is over as the judge has retired to consider her decision, but it looks...
Amazon overpays for a jaded asset. Amazon is acquiring MGM Studios to bolster its digital ecosystem but while it has a great name and impressive catalogue, its distinct lack of...
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.
Arm & NVIDIA – The unthinkable pt. VII.
NVIDIA wins major support. NVIDIA got a big boost for its acquisition of Arm with MediaTek, Broadcom & Marvell all publicly supporting the deal which I think greatly reduces the...