Magic Leap is back and has a seat at the table. Magic Leap is back in contention with a new device and a funding round, but the company has not...
Meituan follows Alibaba and sends a signal. Meituan has emerged from regulatory scrutiny almost completely unscathed implying that as long as everybody toes the line and behaves, then business (with...
The profit might be fake, but the company is not. DeepMind’s move into profitability means very little and, in my opinion, deflects attention from the fact that Deep Mind is...
Congress seems to want to give Facebook the ByteDance treatment. Facebook has had a bad week but the allegations being made have been quite effectively shot down by Mr. Zuckerberg,...
Qualcomm is coming for Mobileye. Qualcomm has won its fight for Veoneer which will see it expand its offering in automated driving in an attempt to take on Mobileye in...
Rivian is not a growth company. It is a start-up. It looks like Rivian has a great product on its hands which combined with its relationship with Amazon puts...
ByteDance joins the giants. TikTok the short video service owned by ByteDance has announced that it has over 1bn users making it unique as the only Chinese company that has...
GM appears to go it alone. GM has announced a new end-to-end platform that aims to provide everything from systems management to infotainment, in what can only be a big...
Amazon experiments with privacy. Amazon released a series of products and services in what looks like an experiment to see how much privacy users are willing to surrender in return...
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.
Arm & NVIDIA – The unthinkable pt. IX
An EU investigation was expected. The EU is extremely likely to opt for a deeper investigation into the acquisition of Arm by NVIDIA in a move that was very predictable...