Another pawn is thrust into the fray. DJI is becoming another pawn in the long and drawn-out stand-off between the USA and China meaning that the merits of the USA’s move to ban it are irrelevant and where only a trade deal will restore its sales. It looks like the USA is about to put DJI on a similar blacklist...
Two flagships not-market ready. Huawei Mate 30. Huawei pulled out all the stops except the one that really mattered and launched would be argued to be the best looking and best-performing smartphone of 2019. Apple could take some lessons from Huawei in terms of design as the Mate 30 Pro makes the iPhone 11 look like an engineering project and...
RFM teams up with Alastair Newton of Alavan Independent to provide subscribers with an in-depth political and technical assessment of the current trade/technology war between China and the USA. This rivalry is going to last. This is because even with a trade deal in place, the USA and China are going to fiercely compete for global technology leadership. This is...
Open AI is still using brute force. Open AI’s latest paper makes its algorithms look very clever, but they remain subject to the limitations of deep learning making Open AIs goal of artificial general intelligence almost impossible to achieve. Open AI’s latest paper (see here) creates a very simple world with a few moveable objects and obstacles where two AIs...
Beautiful form won’t fix software shortcomings. Huawei has Apple soundly beaten when it comes to form factor design but even these beautiful looking devices are going to struggle to see any volume without the Google ecosystem. The Huawei Mate 30 launches this week and the leaked photos show a beautiful device that is going to come in 4 variants. These...
Too good to be true usually is. MoviePass had admitted the inevitable (see here) and closed its doors as the harsh weight of reality has forced its backers to realise, that without monetising the data, there was no chance of success. For the movie buff, MoviePass was the best thing since sliced bread as for a single payment of $9.99,...
Huawei extends an olive or thorn branch? No one is sure what to make of Huawei’s offer to license its 5G technology to a Western (read American) player and I think it likely that this innovative attempt to solve its problems will not go anywhere. In an interview with the Economist (see here), Ren Zhengfei, founder and CEO of Huawei...
Neither option is very appealing. Uber is laying off anther 435 people as it struggles with the pressure to make money but at the same time making money will kill its growth rate and possibly further savage its valuation. Both investing for growth and losing a lot of money and cutting back on growth and focusing on profit are likely...
Only software can make it a swan. The much-leaked iPhone 11 was launched to very little surprise and a form factor that only a mother could love. The huge square camera bump is going to divide opinion as some people will love it but personally, I think the new design destroys the beautiful aesthetics of the device and has Steve...
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.
Amazon vs Google – Jack of all trades.
Amazon is winning through ubiquity. Amazon certainly gets the prize for launching the most products at the same time, but with many of them clearly being wild shots in the dark, it remains to be seen how much traction they actually get. The ones who should be concerned here are the likes of Bose, Google, Sonos, Ouraring etc. whose products...