Google sneaks its new OS into the wild. With zero fanfare Google has launched its new Fuchsia OS onto consumers, the vast majority of whom are very likely to not even notice that this has occurred. Hence, this looks like a soft launch of the new OS where Google will look and see how well it performs in the wild...
El-Salvador goes fishing for business. El Salvador’s move to grant Bitcoin legal tender status is not an endorsement of Bitcoin but a recognition that there is still a lot of capital swirling around in the sector and a move to attract some of that to El Salvador. With 62 out of 84 votes, Bitcoin has become legal tender in El...
The war will not be fought in semiconductors. The technological war between the US and China will not be fought in semiconductors as commentary around the US Senate’s new bill seems to suggest, but in the new frontiers of AI, autonomous driving quantum computing, and future wireless standards. The US Senate has passed a bill that aims to curb China’s...
Apple takes no risks at WWDC 2021. Apple inched the juggernaut of its ecosystem forward with a series of incremental updates that bring it into line with the competition and beyond that focused on user experience tweaks that took no real risks at all. This is exactly what happens when a company reaches this level of size and power because...
Ant Group’s digital powerhouse becomes a bank. While the original Ant Group proposition was dealt a fatal blow (see here) by the Chinese regulator, Ant Group has been granted a license that will see it become a 50% shareholder in a bank. While the value of this to Ant Group is a tiny fraction of the once mooted $300bn, it...
Battery stuffing may not be worth it. Xiaomi’s new ability to fully charge a smartphone in 10 minutes sounds great but it will in all likelihood damage the battery so much that Xiaomi may need to move back to user-replaceable batteries and provide a replacement in the box. The technology media (see here) is touting this as an incredible breakthrough...
Business messaging and AR dominate the agenda. The completely scripted keynote didn’t reveal very much that was new but was a clear indicator of where Facebook is placing its short, medium, and long-term bets. Facebook is refocusing F8 on the developer largely because developers are the engine of its cash machine and because it becoming increasingly clear that Facebook’s long-term...
Regulator claims a victory which looks like defeat. The Australian regulator is claiming victory in its fight with Facebook and Google, but I suspect that its only achievement is to put in writing the same terms that were already in place before all this fuss started. In an interview with the FT (see here), Rod Sims the chairman of the...
Breakaway start-up has an impossible mission. Anthropic is a new breakaway start-up from Open AI but its approach remains pretty much the same meaning that its focus on “reliable, interpretable and steerable AI” is going to be very hard to achieve. Anthropic has also just raised $124m at a valuation of $845m which is pretty incredible as there does not...
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.
Didi Chuxing – State of play pt. II
Best of a difficult bunch. Didi Chuxing has filed its documents to go public which reveals a company with brighter prospects than most of its rivals and a Chinese economy that has fared far better than its Western rivals. Didi has filed under the name of its holding company Xiaoju Kuaizhi and the F-1 filing can be found here. In...