Drive.ai adds nothing to Apple’s proposition. Apple certainly needs to make an autonomous driving acquisition, but whether drive.ai is the right asset and the logic of pursuing autonomous driving at all remains very much open to question. The Information (see here) has gotten wind that Apple is looking to acquire drive.ai, most probably as an acquihire. This means that Apple...
Apple is still pretty far from the holy land with iPad OS. Apple’s new iPad Pro OS goes some way towards improving the ability of the iPad to perform like a laptop but still falls pretty far short. iPad OS was launched at WWDC 2019 and while it looks like a fork of iOS but in reality, it is simply...
Apple inches its ecosystem forward. Beneath the pomp and the adoring crowd was a series of updates to its core platforms which inched the iOS ecosystem forward but, in reality, did very little other than keep pace with its competitors. The main updates included: First, iPadOS: This sounds like a fork of iOS, but it is the same code with...
Signs of AI progress. More needed. Facebook’s ability to spot fake accounts is improving, but it is still making much longer than it should to detect these bad actors and remove them. Facebook has produced its transparency report for 2019 (see here) which reveals a massive jump in the number of fake accounts being registered but also a good improvement...
Uber now has to bow to the stock market. Uber’s maiden set of results demonstrated exactly the problem associated with listing immature companies on the public market in that its ability to fight for share is being hurt by its requirement to keep the market happy. It’s one consolation will be that Lyft is in exactly the same position, having...
Radio Free Mobile has taken a short break and will return on Friday, May 31st.
A hit potentially worse than Google. The loss of arm will take a long time to impact Huawei but if it ever takes effect, it is likely to have the most devastating impact on Huawei’s business. The arm processor family has become one of the most central and fundamental pieces of technology in any device that is not either a...
Any alternative to Google is an exercise in futility. Whatever alternative Huawei comes up with for Google’s digital ecosystem is extremely unlikely to be able to prevent an almost complete loss of market share in markets outside of China. Now that Huawei will no longer have access to the Google ecosystem, speculation has turned to what sort to alternative it...
Tesla has further to fall. Tesla looks to be in real difficulty as a chronic inability to make money combined with a business transition that is going to take many more years than it expects, is likely to end in it being absorbed by one of the big OEMs. Since raising $2bn earlier this month, the shares have fallen by...
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.
Google & Huawei – Fragmentation game.
Google’s defence of Huawei is about Samsung. Google has come to Huawei’s defence using the old fragmentation argument, but I think that its real aim is to prevent Samsung from becoming all-powerful once again and threatening its control of Android. According to the FT (see here), Google is lobbying the US government for a further extension of the ban or...