Airbnb is not WeWork. Airbnb is being tarred with the WeWork, Uber and Lyft brush, but a closer look reveals a company that has already proved that it can make...
Vested interests sink Libra. There are certainly regulatory issues that need to be addressed with Facebook’s or any digital currency, but I suspect that the main reason for Libra’s failure...
Nice innovations but virtually no buyers. Google held a fairly subdued affair where it launched a new smartphone, earbuds, Chromebook and a smart home offering. The AI runs everything mantra...
No change in technology outlook. The USA and China came to a very preliminary agreement on Friday which worked out better for China (in Alastair Newton’s opinion see attached) but...
At least Dyson didn’t try and make his C5. As I suspected (see here), high margin vacuum cleaners, fans and air purifiers are much easier to make than electric vehicles...
Waymo does not want to be beaten by Yandex. Waymo is removing drivers in its commercial autonomous fleet just in time to be on par with Yandex which is about...
Peloton effectively admits it has no IP. If Peloton has to resort to a dubious lawsuit to keep competition at bay, I think it is a tacit admission that it...
Unlike Huawei, this one is not going to hurt. The entry of Huawei onto the entity list did real damage,e but I think that SenseTime, Megvii and the six others...
Its time will come. The characteristic of the Indian market that makes it such a poor market for Electrical Vehicles today, will ensure that when the time is right, India...
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 & WeWork – End of work?
Goodbye blue sky. Softbank needs to take a good hard look at its processes as the valuation that it is prepared to pay for WeWork has fallen by 83% in...