Reality was the real theme at CES 2020 Back to reality The week started with its usual bunch of glitzy press conferences from the big players but their lack of...
Alexa goes endgame, Chinese disguise & HERE. Google vs Alexa – White suit brigade At a high level, it looks like Google has almost given up on the smart home,...
The action at CES is all with the small companies. Big guys are short of ideas. The big press conferences where the all the queues were to be found were...
Byton – Still needs to address the elephant. Byton didn’t have new cars but it had plenty of new partners, a production-ready vehicle and some progress on its digital offering....
CES 2020 gets in tune with reality. CES 2020 is unlikely to go down as a vintage year of excitement meaning that half the story is going to about where...
ByteDance expands its presence overseas. TikTok is moving to ensure that it dominates Digital Life segments both inside and outside of China which will make it unique as its peers...
BMW takes another baby step. Not only is Car Play now free but BMW will now also add Android Auto to its vehicles from 2020 in a move that clearly...
Tesla does not need to acquire users. While Tesla might just get away with charging for data and services, I think that the rest of the industry will have to...
Mustang Mach-E is a ray of hope. Ford may be mistaken about what electric and autonomous vehicles will do to demand for its products (see here), but the Mustang Mach-E...
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.
SoftBank & OYO – The gathering storm
OYO is another blackeye in waiting. SoftBank’s flagging reputation may be about to take another hit as another of its flagship investments has hit difficulties and is struggling to overcome...