18 months on and making a vehicle still makes no sense. Making a vehicle in 2024 makes as little sense as it did in 2016 because Apple’s brand and its...
Zoox promotes everything but its future. Zoox has unveiled a product and a service which has very little if anything to do with its long-term future. Zoox’s approach before its...
The sector’s “Semper Augustus” moment may not be far away. The current frenzy gripping the technology sector has nothing to do with the quality or fundamentals of the companies themselves...
The consequences could be serious indeed. If the FTC wins its case and forces Facebook to be broken up, the consequences for Facebook will be far more serious than the...
Deep Mind puts a branch of science out of business. Deep Mind has crossed a milestone with the demonstration that its ability to predict protein structure is as good as...
Uber’s autonomous driving technology finally goes in the bin. Aurora signals the end of the road for Uber’s woeful autonomous offering in a deal where I think ATG investors should...
And so the next big race begins. A group of Chinese scientists is claiming to have reached quantum supremacy which while it means very little in practical realities at the...
The UK hardens its stance still further. A new bill passing through the UK parliament that bans the installation of Huawei equipment from September 2021 has caused some consternation but...
Salesforce picks off a weaker player. Salesforce is paying $45.52 per share (at Salesforce’s December 1st close) to acquire Slack, in a move that values the company just 18% above...
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.
CES 2021 – Digital shadow.
A large part of the show is likely to be missing in action. The pandemic is likely to have 2 main impacts on CES. The first will be to push...