Meta is back on top as Apple reignites interest. Meta has correctly positioned the Quest 3 for the market that is available today, but it has been greatly helped by...
Meta jilts Google for good reasons. Meta’s decision not to partner with Google to create a Metaverse platform makes complete sense confirming my view that Meta Platforms is determined to...
Down but not out. A rotten year for The Metaverse has one more gift to give which is the cancellation of the Pico 5 headset which is one of the...
Unity puts down the revolver. Unity has realised that developers are the life’s blood of both its business and its long-term potential and has greatly watered down its plans to...
Weak markets don’t matter that much. Life is not great in The Metaverse at the moment as shipments are expected to almost halve in 2024 but in the grand scheme...
Unity gambles with its market position and brand. Unity’s financial requirements have led it to alienate its customers which if left unresolved could cause its dominant position to erode and...
Apple makes lemons from lemonade. The master of marketing will be at work drumming up excitement via increased scarcity for a product that has no long-term future in this iteration...
Apple plants its flag in The Metaverse. Apple has announced its play for The Metaverse but by going at least 3 years early, it has been forced to make some...
The generative AI elephant is likely to be ignored. All of the attention will be on Apple this week where it is almost certain to make a play for the...
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.
Nvidia GTC 2024 Day 1 – Entrenchment
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its platforms that aim to increase...