Rapid replacement will not save the OEMs. Automakers who are expecting to avoid a collapse in vehicle demand because autonomous vehicles will be replaced more frequently are in for a...
The best refinement is to ditch Bixby Undeterred by its failure to launch Galaxy Home, a smart speaker with the execrable Bixby, Samsung is doubling down with a mini version...
Huawei’s ex-China smartphone share is heading to 0%. Q4 19 will be a crucial test for Huawei as its new flagship (Mate 30) will not be a Google ecosystem device...
No telling when frantic spending can stop. Peloton is to fitness what Lyft and Uber are to taxis. All have reinvented an industry and have reached scale, but appear...
Lyft and Uber are becoming taxi companies. Lyft reported what was received as good Q2 19 results, but I really don’t see much progress as the company is currently...
Mate 30 Pro won’t sell without Google. Commentators are getting excited about the leaked specifications of Huawei’s next big launch (Mate 30 Pro) but the only thing that matters is...
A test of ByteDance’s AI. By moving into search, ByteDance is throwing down the gauntlet to Baidu where the contest will be decided by the quality of the algorithms that...
Brute force only benefits Microsoft. Open AI is making a big bet on compute power being the answer to the limitations of AI in a move that I think will...
One runner left It has been clear for several years now that the only 3D visual entertainment system that is going to work in the home environment is one without...
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.
Amazon Automotive – Stuck in the box
Alexa’s access to the vehicle is strictly limited. Amazon has grand plans for the vehicle but until it can convince OEMs of its benign intentions, Alexa will be a simple...