PewDiePie follows Epic Games in undermining the supremacy of Twitch and Google. The first credible challenge to the dominance of Twitch and YouTube has arisen as YouTube’s biggest creator (PewDiePie)...
Much less likely to get into trouble. Pinterest is in a much better position than either Uber or Lyft as its financials are in much better shape and it not...
Apple needs to strike a very delicate balance with its partners. Netflix’s gripe with Apple is symptomatic of the problem that Apple faces and the difficult waters it must now...
Epic challenges the 30/70 revenue split. Not content to disrupt the status quo on Android (see here), Epic’s moves against Valve are bearing fruit sending a strong signal that the...
Snap needs Facebook to slip to mount a comeback. Snap’s 1st developer conference revealed a move into gaming as well as a strategy to prevent the rampant copying of its...
Bike sharing has descended into a game of chicken. Hellobike is raising $500m into a suicidally difficult market where its main competitors are either flirting with bankruptcy or have been...
Pony.ai & Baidu can do what Waymo apparently cannot. While Beijing is keeping the important autonomous driving data close to its chest, what is available suggests that Pony.ai is the...
Whack-a-mole is not good enough. A Chinese demonstration of the inadequacies of Tesla’s autopilot also clearly shows that the current methodology of rushing out software patches after the event is...
Samsung margins unlikely to recover from Huawei’s predations. Samsung’s handset margins are unlikely to recover anytime soon thanks to a resurgent Huawei, but as ever in Android, it is Google...
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.
Uber IPO – Big but not beautiful
A profitless platform isn’t worth anything. Uber is asking for a much higher valuation than Lyft which it is trying to justify through its dominant position in its home market....