Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing...
Listing in Hong Kong will not help much. Didi has begun its preparations to relocate its listing to Hong Kong but this is unlikely to be able to make up...
Deep Mind chips away at the big challenges. Deep Mind has released new research on language models which is an attempt to address 2 of the big problems with deep...
Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core part of Intel, it makes...
The FTC drops the hammer. The FTC is unique in being the only regulator so far to actively come out against the deal which I think represents the biggest setback...
Ford can make it alone. The ending of the partnership is a sign that expectations for Rivian are now so high that it thinks that it will be able...
Technology is the least of the problems. Epic Games remains the largest advocate for interoperability across platforms in gaming, but its stance will be sorely tested when players want to...
Xiaomi could become a car company. Xiaomi appears to be planning to make at least 300,000 EVs per year which if successful could see EV revenue take over as its...
China and US regulators further damage Chinese technology. Both the US and Chinese regulators have been busy this week and although they are on opposite sides both have made moves...
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.
Meta Platforms – Mark of intent.
Meta hasn’t given up on Fintech Meta’s purchase of trademarks is a clear sign that it has not given up on financial services, but the vested interests and central banks...