YouTube live stream is the biggest surprise. It is that time of year again (10th September, 10 am PT) and the biggest surprise is that the whole event will be...
I can’t see value even after a 58% cut in the valuation. Other than its cool factor, I struggle to see why WeWork is better than its biggest rival IWG,...
It’s the boring stuff that works. As the big ambitious moonshots crash and burn, it’s the smaller, simpler and deadly dull projects that are likely to see real success in...
Smartphones could be obsolete before this update is complete. Android 10 (Q) becomes available today but it could be as much as 7-10 years before all of Google’s Ecosystem devices...
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...
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...
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 and WeWork – No Work
Softbank blinks after two heavy losses. With Uber down 28% and Lyft down 38% from their respective IPO prices, it looks like Softbank has finally figured out that fake it...