AutoX takes a questionable lead. Waymo, Baidu (Apollo) and Zoox have fallen way down in the ratings leading me to question whether the analysis of the California DMV data as...
Delay is increasingly the best option. The discussion over which exchange Arm is going to re-list on is increasingly irrelevant as the far more pressing issue is how SoftBank is...
Turing is not the issue. Meta Platforms has revealed a series of prototypes that it intends to develop into products that will make its Metaverse irresistible to users but I...
Despite the parallels, Klarna is not a re-run of WeWork. At a high level, Klarna looks like a re-run of WeWork although it is a much better company meaning that...
Nothing phone needs to not live up to its name. Another brave soul has decided to have a crack at the highly concentrated and brutally competitive smartphone market which, unless...
Crypto heads for a deep freeze. The rhetoric around the safe haven and inflation hedging properties of crypto has gone eerily quiet as it transpires that cryptocurrencies are nothing more...
EV SPACs break down and Geely gets it right. EVs: One down, many more to go EV SPAC Electric Last Mile Solutions (ELMC) has filed for Chapter 7 bankruptcy indicating...
I don’t think LaMDA is anywhere close to being sentient. Another disagreement between Google and one of its researchers has sparked a big debate on whether AI has become sentient,...
The state sees some sense at last. The readmittance of Didi (and two others) to the Chinese transport market is the first tangible evidence that the regulatory crackdown that has...
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.
Apple & The Metaverse – Not yet
2023 is too early. Despite feverish speculation, Apple failed to launch a Metaverse device at WWDC 2022 and now speculation has shifted to early 2023 which I continue to think...