Acquiring Intel’s modem business now makes no sense. The WSJ (see here) is reporting that Apple is close to buying Intel’s modem business but given that Apple has accepted a...
Microsoft takes a punt on Open AI. Open AI, the “non-profit” AI company, has taken a $1bn investment from Microsoft that sees Microsoft buy itself a new customer as well...
Signs of the rebellion are gathering pace. The rebellion against the current status quo in-app distribution is growing and it is Apple that may find itself with the trickiest problem...
Folding screens need to start again from scratch. There is still plenty of enthusiasm and research being put into flexible screens but until the scratch-ability issue is solved, these designs...
Netflix is now a studio. A great set of results was disfigured by slower user growth as price increases and the verticalisation of the content industry means that Netflix must...
UC Irvine treads in Deep Mind’s footsteps. The University of California has created an algorithm that can solve Rubik’s cube from scratch, but I think that this achievement pales when...
Yandex is closer to robotaxis than Tesla. Yandex’s subsidiary is expanding its reach into the taxi industry in Russia which provides a route to market for its very promising autonomous...
Updated version. Original mistakenly identified only one working chipset in commercial handsets. RFM is aware of two. Patent counting is very misleading. A report at the RISE conference in Hong...
The whole industry is worth $16.7bn. The valuations being attributed to autonomous driving hopefuls are so high, that I think investors must be assuming that there will only be one...
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.
Facebook & Tesla – Surprising times
Tesla Q2 19 Record shipments and more losses spells trouble. Tesla’s fundamental inability to make money by selling cars came back to haunt it again which combined with flaws in...