Peloton effectively admits it has no IP. If Peloton has to resort to a dubious lawsuit to keep competition at bay, I think it is a tacit admission that it has no barriers to entry increasing my fears that the $6.5bn valuation is still much too high. This is especially the case as Echelon has just raised money at a...
Unlike Huawei, this one is not going to hurt. The entry of Huawei onto the entity list did real damage,e but I think that SenseTime, Megvii and the six others that have been placed on the list will be able to brush this aside without too much difficulty. The US has added eight new companies to the entity list as...
Its time will come. The characteristic of the Indian market that makes it such a poor market for Electrical Vehicles today, will ensure that when the time is right, India will quickly become a completely electric market. Data compiled by Bloomberg (see here) shows that while India has 150m drivers, only 8,000 electric vehicles have sold in the last 6...
I do not expect an IPO in 2020. WeWork has gone from a $47 juggernaut sweeping all before it to a company that so desperate for cash that it will have to layoff a large portion of its workforce to stay afloat. Any IPO in 2020 will require an immediate route to profitability and I suspect a valuation of less...
Durable folding screens would take Surface to a new level. Microsoft has launched two brand new form factors (and use cases) but I think it is not releasing them until next year just in case flexible screens can reach a level of acceptable durability. Apart from incremental updates to its iconic and successful surface line of products, Microsoft launched an...
Google flips the kill switch on the workaround. Huawei’s imperfect, but viable, backdoor to add Google Services to its devices has been killed off by Google which virtually guarantees that market share in smartphones outside of China is going to 0%. In order to sell a smartphone outside of China either the iOS ecosystem or the Google ecosystem needs to...
The companies are the problem, not the IPO process. The way to fix the IPO system is to stop bringing immature, overpriced and badly governed companies to the public market. In the wake of a series of very disappointing and high-profile IPO’s, the silicon valley financial community seems to have assumed that it is the IPO process that is the...
The muddy situation resolves in Huawei’s favour. Its business as normal between Huawei and Arm meaning that Huawei’s silicon roadmap for its in-house modems and processors from HiSilicon will be unaffected for now. Arm raised doubts about Huawei’s long-term roadmap using Arm processors in May when it made a statement that it would comply with the restrictions set by the...
Quantum computing earns a place on the far horizon. Digging beneath Google’s characteristically effusive claims reveals a solid advance that significantly increases quantum computing’s claim to be the successor of the silicon-based systems in use today. Google is laying claim to “quantum supremacy” which is considered to be the watershed moment when a quantum computer can outperform the most advanced...
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.
Autonomous Autos – Glacial start.
Waymo does not want to be beaten by Yandex. Waymo is removing drivers in its commercial autonomous fleet just in time to be on par with Yandex which is about to do the same at two sites in Russia. Waymo has announced to participants in its Arizona pilot program that fully driverless vehicles will soon be available for rides in...