Reply to this post Jump removed from Lyft’s clutches. Uber has followed China’s lead and moved to consolidate bike sharing as another one of its shared transport related services but the continued existence of this service remains highly questionable. Chinese ride sharing companies Didi and Meituan are currently engaged in the same process to broaden the functionality of their services...
Reply to this post Spotify auto speaker is another wake up call. Spotify releasing a music player for the vehicle is an attempt to push back against Apple Music in USA and should be of concern to both the vehicle OEMs and the radio broadcasters. It looks like the hardware that Spotify will release on April 24th will be a...
Reply to this post Mark and Sheryl kick the can down the road. While the immediate term performance of Facebook will be unaffected by the current furore, the changes present and future that are being put in place will only hurt its commerciality. As a result, long-term growth will be lower, costs higher leading inexorably to a lower valuation. Facebook’s...
Reply to this post Byton may not need to make vehicles long-term. Of the high number of EV start-ups all rushing to the market for electric vehicles on Tesla’s coat tails, I think that Byton is the one to watch. Byton is thought of as a Chinese EV start-up but is in fact a European EV start-up financed with Chinese...
Reply to this post Dear RFM subscribers, Looks like the site was hacked and you received some junk. Apologies for that and please ignore all posts between this mornings Chinese Internet and this one. I have moved to address the issue so hopefully it wont reoccur. Once again apologies for allowing your email to clogged up with crud.
Reply to this post B retreats. A&T advance. Meituan-Dianping is buying Mobike for $2.7bn in a move that is mostly about a defence against Didi but will also help it compete against Ele.me which has just been taken over by Alibaba. Meituan-Dianping is a Chinese on-demand platform that connects retailers with consumers where the biggest use of the platform...
Reply to this post Apple will need help to pull this off. Apple has made no secret of its desire to become more vertically integrated, and moving to its own silicon for the Mac is a natural step. However, migrating from x86 to ARM in Mac OS will require a lot of software tinkering from...
Reply to this post Apple rubs Facebook’s nose in it. While, Apple has received a free pass from the outrage derived from the public’s awakening to the realities of the internet economics, a move to subscription could increase Google’s revenues. Apple has played the privacy card for a long time and just could not resist...
Reply to this post DeepMind shows signs of paying its way. Google’s first use of DeepMind technology in one of its commercial products is likely to be the first of many that could allow it to extend its leading position when it comes to intelligent Digital Life services. DeepMind is the UK based AI company...
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.
Facebook & Co. – Broken valley
Reply to this post New philosophy needed. Mark Zuckerberg gave a well prepared and practiced performance at Facebook’s congressional hearing but it is clear from this and from some of Tesla’s recent problems that the Silicon Valley methodology of “move fast and break things” is itself, broken. Only Republican Ted Cruz was able to rattle Zuckerberg when it came to...